About This Deal

Evercore acquired Braveheart Financial Services Limited, a transaction completed in December 2006, structured as combination (cash and stock per sale and purchase agreement).

Braveheart Financial Services Limited operates in Investment Banking - Advisory (Europe / UK), is based in London, United Kingdom. U.K.-based boutique financial advisory and investment management firm led by Bernard Taylor and Julian Oakley, both former JP Morgan / JP Morgan Cazenove bankers. The team operated from London under the Evercore Partners name following the acquisition.

Combined firm, operating as Evercore Partners, will expand Evercore's presence and advisory capabilities in Europe.

Senior London advisory team (Bernard Taylor became a Co-Vice Chairman of Evercore) to anchor a European advisory build-out. Established Evercore's European advisory presence; the Braveheart team operated from London under the Evercore Partners name. London advisory team operating under the Evercore Partners name; Bernard Taylor became Co-Vice Chairman

Deal Terms

Acquirer
Evercore
Target
Braveheart Financial Services Limited
Value
Not disclosed
Date
December 2006
Type
Full acquisition
Status
Ready

Transaction Details

Target HQ
London, United Kingdom
Segment
Investment Banking - Advisory (Europe / UK)
Structure
combination (cash and stock per sale and purchase agreement)
Announced
July 31, 2006
Closed
December 19, 2006
Synergies
Established Evercore's European advisory presence; the Braveheart team operated from London under the Evercore Partners name.

In Their Words

We are fortunate to be joining forces with the enormously talented Braveheart team, led by our close friend, Bernard Taylor. Our long term goal is to achieve the same market leading position in Europe, among boutique advisory and investing firms, which we have achieved in the United States.Roger Altman, Chairman and Co-Chief Executive Officer, Evercore Partners

Advisors

Advisory firms were not disclosed for this transaction.

Related Deals & Entities

Sources: Press release ↗ · SEC filing ↗ · Last updated June 11, 2026

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