Evercore ISI
Overview
Evercore ISI is the institutional equities business of Evercore, a global independent investment banking advisory firm. It provides macro and fundamental equity research, sales, and agency trading execution to institutional investors. Evercore ISI was formed in October 2014 after Evercore acquired International Strategy & Investment (ISI) Group. The parent company, Evercore, also provides advisory services for mergers and acquisitions, restructuring, and capital raising, as well as investment management services for high-net-worth individuals and institutions.
Portfolio Companies
33
Website
evercore.comInvestments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Medline, Inc. | Dec 2025 | IPO | Co-investor |
| UiPath | Apr 2021 | IPO | Co-investor |
| Quantinuum | Jun 2026 | Strategic | Co-investor |
| mcafee corp. | Oct 2020 | IPO | Co-investor |
| Qualtrics | Jan 2021 | IPO | Co-investor |
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Evercore ISI based?
Evercore ISI is headquartered in New York City, New York, United States.
When was Evercore ISI founded?
Founding year information for Evercore ISI is not publicly available.
How many portfolio companies does Evercore ISI have?
Evercore ISI has 33 portfolio companies in Caplight's dataset.
What are some companies in Evercore ISI's portfolio?
Portfolio companies visible on Caplight include Medline, Inc., UiPath, Quantinuum, mcafee corp., Qualtrics.
What was Evercore ISI's most recent investment shown here?
Evercore ISI's most recent investment in this portfolio sample was in Quantinuum in 2026.
What sectors does Evercore ISI focus on?
Evercore ISI focuses on Consumer & Commerce, Healthcare & Life Sciences, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Consumer & Commerce, Healthcare & Life Sciences, FinTech, Consumer & Commerce, Healthcare & Life Sciences, Crypto & Web3, Healthcare & Life Sciences, Healthcare & Life Sciences, Enterprise Software, Consumer & Commerce, Consumer & Commerce, Enterprise Software, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Media, Entertainment & Gaming, Healthcare & Life Sciences, Frontier & Industrial Tech, Frontier & Industrial Tech, Cybersecurity, Consumer & Commerce, Mobility, Transportation & Logistics, Cybersecurity, Enterprise Software, FinTech, Enterprise Software, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, FinTech, Mobility, Transportation & Logistics, FinTech, Media, Entertainment & Gaming, AI, Data & Cloud Infrastructure, Consumer & Commerce, Enterprise Software.
What company stages does Evercore ISI focus on?
Evercore ISI typically invests at the MultiStage stage.