Sandler O'Neill Global Exchange and Brokerage Conference June 6, 2013

This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, which reflect our current views with respect to, among other things, our operations and financial performance. In some cases, you can identify these forwardlooking statements by the use of words such as outlook, believes, expects, potential, continues, may, will, should, seeks, approximately, predicts, intends, plans, estimates, anticipates or the negative version of these words or other comparable words. All statements other than statements of historical fact included in this presentation are forward-looking statements and are based on various underlying assumptions and expectations and are subject to known and unknown risks, uncertainties and assumptions, and may include projections of our future financial performance based on our growth strategies and anticipated trends in our business. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. We believe these factors include, but are not limited to, those described under Risk Factors discussed in our Annual Report on Form 10-K for the year ended December 31, 2012 and subsequent Quarterly Reports on Form 10-Q and current reports filed under Form 8-K. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in this discussion. In addition, new risks and uncertainties emerge from time to time, and it is not possible for us to predict all risks and uncertainties, nor can we assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statements. Accordingly, you should not rely upon forward-looking statements as a prediction of actual results and we do not assume any responsibility for the accuracy or completeness of any of these forward-looking statements. We undertake no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise.

Overview of Evercore
Strategic Objective: Create the most elite global independent investment banking advisory firm delivering superior returns to investors

Advisory

Ranked among the top 3 independent M&A advisors globally in each of the past 3 years(1)

Institutional Equities

Serving more than half of the top 50 institutional money managers and top 50 hedge funds in the U.S.

Investment Management

Investments in specialized asset managers with deep sector expertise and experience Managing $4.7 billion of assets for high net worth individuals and family offices in our wealth management business Singularly focused on excellence and integrity

Firm

Strong commitment to delivering superior returns to shareholders Returned more than 100% of earnings to shareholders in the last three years Employer of choice for most talented professionals

(1)

Based on announced transaction volume

Investment highlights
Record results in 2012, delivering record revenues and earnings for fourth consecutive year Fastest growing global investment banking advisory firm
Consistently advising on leading transactions

Well positioned in markets we serve

Independent advisory model increasingly embraced by Boards of Directors and senior managements 62 Senior Managing Directors positioned to capitalize on recovery in merger and acquisition volumes Growing market share and recognition in new markets: Equities, Capital Markets Advisory, Fund Raising and Wealth Management

Favorable operating leverage

Recruiting 5 7 Senior Managing Directors per year The addition of A+ talent sustains and improves productivity Early stage businesses are growing and have improving operating margins

Shareholder friendly capital deployment

Returned more than 100% of earnings to shareholders in each of the last three years
Quarterly dividend currently $0.22, an 83% increase since 2008 Repurchased shares to offset the dilutive effect of bonus equity in 2010, 2011 and 2012 Board authorized additional 5 million share repurchase
3

Investment Banking

Market environment
Secular trends for M&A remain positive though recovery is slower than historical recoveries
1980 2012 global announced M&A deal volume ($ in billions)
8 years

7 years

5 years

3 years

$4,200 $3,900 $3,600 $3,300 $3,000 $2,700 $2,400 $2,100 $1,800 $1,500 $1,200 $900 $600 $300 $0 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12

Source: Thomson Reuters

Global announced M&A deal volume

Global announced M&A

($ in billions)

Pace of recovery differs by region with North America market remaining the strongest
North America Europe

Asia (including Japan)

South and Central America

Source: Thomson Reuters as of 3/31/2013

Growing market share

Evercore is a leading independent advisory firm in the U.S. and number three globally
Independent Advisory Firms M&A announced transactions ($ in billions)
1 2 3 4 5 6 7 8 9 10 2008 - YTD 2013 Evercore Partners Lazard Centerview Moelis Rothschild Greenhill Perella Weinberg Blackstone Houlihan Lokey Tudor Pickering 2008 - YTD 2013 1 2 3 4 5 6 7 8 9 10 Lazard Rothschild Evercore Partners Centerview Greenhill Moelis Houlihan Lokey Perella Weinberg Blackstone Tudor Pickering $1,304.5 1,113.5 731.3 459.9 339.6 313.1 209.6 209.0 203.3 91.5 1 2 3 4 5 6 7 8 9 10 $623.4 579.0 285.3 242.8 226.5 202.7 153.9 146.4 140.2 90.8 LTM 2013 1 Evercore Partners 2 Lazard 3 Centerview 4 Moelis 5 Greenhill 6 Rothschild 7 LionTree 8 Perella Weinberg 9 The Raine Group 10 Houlihan Lokey LTM 2013 Lazard Rothschild Evercore Partners Centerview Moelis Greenhill LionTree Houlihan Lokey Lambert Perella Weinberg $229.0 184.1 169.9 137.6 92.5 76.4 54.4 35.8 33.0 31.9 $118.6 111.3 109.5 76.3 63.2 53.3 53.0 28.0 20.1 18.9

Source - Thomson Reuters through 5/31/2013

Global

U.S.

Growing market share

We continue to put distance between EVR and the other publicly-traded boutique of scale
$600 $524 $500

Revenues ($ in millions)

$400

$399

$303 $300 $218 $200 $178

$292

$100

$0 2008 Greenhill 2011 Evercore 2012

Growing market share

We closed the gap between Evercore and the two longstanding global independent advisory firms
110% 100%
Advisory Revenues as Percentage of Lazard

98%

100%

103%

100% 90%

100%

90% 80% 70% 60% 50% 40% 40% 30% 20% 10% 0% 2008 Evercore 2011 Rothschild Lazard 17% 50%

2012

Sustained advisory fee growth

Evercores advisory fee growth has significantly outpaced that of other leading publicly traded investment banks
2008 - 2012
200% 199%

150%

100%

50%

34%

26% 2%

0% (10% ) (50%) (11% ) (12% ) (17% ) (25% ) (26% ) (26% )

(31% ) (55% )

(100%) EVR GHL PJC LAZ BX CS DB MS BAC-ML GS JPM C UBS

Source: Company reports and SEC filings

10

Sustained advisory fee growth

Market share has grown at 25% CAGR from 2001 to Q1 2013

($ in millions)

6.0%

600 550

5.0%
4.7%

5.1%

500 450 400 350

4.0%
3.2% 2.6%

3.0%
2.5%

300 250 200 150 100 50 -

2.0%
1.3% 1.3% 1.0% 0.7% 0.3% 0.3% 0.4% 1.2%

1.0%

0.0% 2001 2002 2003 2004 2005 2006 EVR 2007 2008 2009 EVR Share 2010 2011 2012 LTM to Q1 2013

Source: Company reports and SEC filings Total fee pool includes all advisory revenues from Bank of America (includes Merrill Lynch), Blackstone, Citigroup, Evercore, Credit Suisse, Deutsche Bank, Greenhill, Goldman Sachs, JP Morgan (includes Bear Sterns pre-acquisition), Lazard , Morgan Stanley, Piper Jaffray and UBS

11

Advisory revenues sector diversification

We diversified our business by industry

2006

2011 - 2012

Financial Sponsors Financial Services Energy

Healthcare Technology, Media, Telecom

Financial Services

Financial Sponsors Healthcare Metals, Mining & Materials Public Sector

Energy

Consumer/ Retail Automotive Other Real Estate

Consumer/ Retail Chemicals Automotive Other Technology, Media, Telecom

Real Estate Transportation

12

Advisory revenues geographical diversification

We continued to increase the share of our revenues from clients outside the U.S.
2008
Rest of World 11%

2012

Rest of World 14% Europe 13%

Europe 23%

U.S. 73%

U.S. 66%

13

Productivity drives profits

Choosing the right Senior Managing Directors is critical
A+ Senior Managing Directors sustain and improve productivity Independent Advisory model is not the right platform for everyone
Evercore advisory revenues per SMD(1) (2)
($ in millions)
$20.0
17.8 17.1 16.3

Advisory SMD headcount

70 60 59 59 62

$16.0

14.8

50
$12.0
9.0 9.1 8.1 6.9 7.9 7.2 9.5 8.2 8.7

46 41

10.8 10.2

40 34 30 21 20 28

$8.0

7.6

$4.0

10
$0.0 2006 2007 2008 2009 2010 2011 2012 LTM to Q1 2013

0 2006 2007 2008 U.S. 2009 2010 2011 Mexico 2012 2013 Europe

U.S. & Europe

Global

(1) Pro Forma revenue per SMD including Lexicon; Lexicon revenues presented for fiscal years ending in March 31 of each year (2) Uses beginning of period SMD count; includes 8 Lexicon SMDs for 2006 2009, 9 SMDs in 2010 and 7 SMDs in 2011

14

Advisory growth creates long term shareholder value

Recruiting A+ talent New SMDs have exceeded $9 million of revenue per SMD, on average, in their second full year(1)
Average productivity in the first full year generally is $5 7 million of revenue per SMD

Annually contributes $3.00 $5.60 in per share value(2)

Alignment of interests Targeting 55% compensation ratio excluding new Senior Managing Directors Disciplined cost management 15 20% non-compensation ratio, over time
(1) Based on average revenue per newly hired SMD in the U.S. by recruiting year (2) Assumes marginal EPS ranging from $0.19 - $0.35 and multiple of 16x

15

A differentiated Capital Markets Advisory franchise

Provides independent advice and experienced judgment on all aspects of capital formation

Advise on IPOs and equity offerings globally Helped raise over $6 billion in Q1 2013, via 12 offerings Successfully priced the firms first joint-bookrun IPO Proven track record of guiding companies through the most complex financing transactions

Equities

Debt

Acquisition and growth financing Amendments to existing debt agreements Exchange offers

Special situations private equity Rescue financing

Private Funds

Advisory and distribution for best-in-class private equity, infrastructure and other private funds Advised on fundraising assignments of more than $3.9 billion of capital

16

Institutional Equities
Drive top line revenue growth and focus on profitability
Foundation is in place 1Q13 was a record quarter with $11.4 million of revenue (120% higher than Q1 2012), as trading commissions continued to grow and Capital Markets revenue grew strongly Continued to grow market share of trading volumes Breadth of our client base continued to expand, forging deeper relationships with largest clients Remain focused on controlling costs Each $5 million of incremental revenue1: Lowers the Investment Banking Compensation Ratio by 0.5% Increases the Investment Banking Operating Margin by 0.7%

1. Based on 2012 Pro Forma results for Investment Banking

17

Investment Management

Investment Management Overview

Holding company model Interests aligned through equity ownership
Consolidated Unconsolidated Evercore Casa de Bolsa 72%

Institutional Asset Management

Atalanta Sosnoff 49%

Evercore Trust Company 86%

ABS 45%

Wealth Management

Evercore Wealth Management 51%

Evercore Pan Asset 68%

Private Equity

Evercore Capital Partners 100%

Evercore Mexico Capital Partners 100%

Trilantic ~10.0%

19

Investment Management
Business is a profit contributor, with assets primarily tied to equity markets
Assets under management ($ in billions)
$20
$17.3 $16.2

Fee based revenues ($ in millions)

$25
$23.0$23.0 $22.1 $21.2 $21.6 $20.4 $19.1 $19.2

$16.9 $16.1

$16

$14.8 $13.2$13.0$12.9 $12.7 $11.8$11.6$12.1

$20

$18.7

$18.6$18.6

$12

$15

$13.7

$8

$10

$9.3 $8.4

$9.7

$4
$2.0 $2.3

$3.8 $2.9

$4.2

$5.5

$5

$3.5

$0 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 09 09 09 09 10 10 10 10 11 11 11 11 12 12 12 12 13 Private Equity Institutional Wealth Management

$0 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 09 09 09 09 10 10 10 10 11 11 11 11 12 12 12 12 13 Private Equity Institutional Wealth Management

20

Financials

Financial performance Long history of strong growth

Strong cumulative annual growth of net revenues and net income Investment banking business drives performance delivering more than 85% of revenues and a much higher percentage of profits
Net Revenues ($ in millions)(1) Net income ($ in millions)(1)

$700 $639 $600 $520 $500

$90 $78 $75 $63 $60 $51 $45 $30

$153 $106

$400 $316 $300 $212 $200 $143 $100 $0 $94 $54 $193 $312

$373

$41 $33 $22 $16 $8 $4

$38

$17 $4 Q1 Q1 12 13

$15 $0

03 04 05 06 07 08 09 10 11 12

Q1 Q1 12 13

03 04 05 06 07 08 09 10 11 12

(1) Net revenues and net income reflect Adjusted Pro Forma figures. A reconciliation to the equivalent GAAP figures is available in the Investor Relations sections at www.evercore.com

22

Financial performance
We remain focused on controlling non-compensation costs as we invest in the growth of our business
Non-compensation expense ratio(1) Non-compensation expenses per employee ($ in thousands)(2)
$250
30% 25% 20% 15%
23.7% 21.2% 17.8% 16.7% 20.5% 19.7% 20.7% 28.6%

$206

$200

$150

$143 $126 $132 $131 $130

$100
10%

$50
5% 0% 2007 2008 2009 2010 2011 2012 Q1 Q1 2012 2013

$33

$31

$0 2007 2008 2009 2010 2011 2012 Q1 Q1 2012 2013

(1) Figures are on an Adjusted Pro Forma basis. A reconciliation to the equivalent GAAP figures is available in the Investor Relations sections at www.evercore.com (2) Uses end of period employee information and excludes depreciation and amortization costs, and acquisition and transition costs of $2.4 million, $2.3 million, $2.3 million, $11.1 million, $14.0 million and $14.0 million for the years ended 2007, 2008, 2009, 2010, 2011 and 2012, and $3.1 million and $3.5 for Q1 2012 and Q1 2013 respectively

23

Compensation ratio
Committed to a goal of a compensation ratio approaching 55%, but pace of achieving goal must be balanced against investments for future growth
Compensation ratio(1)
100%

LTM compensation ratio(1)

100%

80%
71%72% 60% 58%58% 62% 62% 61% 62% 59%59% 63% 56% 60%60% 58% 60%

80%

75%76%

71% 63% 61% 59% 60% 61%61%60%60% 59%60%60%60%60% 59%

60%

60%

40%

40%

20%

20%

0% Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 09 09 09 09 10 10 10 10 11 11 11 11 12 12 12 12 13

0% Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 09 09 09 09 10 10 10 10 11 11 11 11 12 12 12 12 13

(1) A reconciliation to the equivalent GAAP figures is available in the Investor Relations sections at www.evercore.com

24

Returning earnings and delivering value to shareholders

($ millions)

Q1 2013 Net income

(1)

2010 - 2012 $ 179.3 74.7 149.2

$ 16.8
(2)

Dividends paid

8.6 29.8

Cash expended on share buybacks

(1) Adjusted Pro Forma Net income as of March 31, 2013, and December 31, 2012, 2011 and 2010 (2) Includes dividends to Class A shareholders and equivalent amounts distributed to holders of LP units.

25