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BCS

Current Report · Items 5.02, 9.01 · 8-K

Evercore Inc.

EVRNYSEEQUITYCurrent

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements

Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On October 16, 2026, the Board of Directors of Evercore Inc. (the “Company”) appointed Nigel Dawn and Naveen Nataraj, ages 62 and 51, respectively, as Co-Presidents of the Company, effective January 1, 2027 (the “Effective Date”). Mr. Dawn and Mr.…

Filed Oct 21, 2026Accepted Oct 21, 2026, 4:30 PM EDTCIK 1360901Accession 0001193125-26-427894
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Company context

Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic and financial significance to boards of directors, management teams and shareholders, including mergers and acquisitions, strategic shareholder advisory, restructurings and capital structure. Evercore also assists clients in raising public and private capital, delivers equity research and equity sales and agency trading execution, and provides wealth and investment management services to high-net-worth and institutional investors. Founded in 1995, the firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in the Americas, Europe, the Middle East and Asia. For more information, please visit www.evercore.com.

Current securities

Recent company filings

  1. S-3ASR filingNov 4, 2026
  2. 10-Q filingNov 4, 2026
  3. Results of Operations and Financial ConditionOct 28, 2026
  4. 10-Q filingAug 5, 2026
  5. SCHEDULE 13G - filed by VANGUARD PORTFOLIO MANAGEMENT LLC regarding Evercore Inc.Jul 31, 2026

Registered securities in this filing

EVERCORE INC. · 8-K · Filed 2026-10-21

As filed in this accession. Current/historical status below comes from the governed listing record; the cover itself remains exact to this filing.

Class A Common Stock, par value $0.01 per share

Symbol
EVR
Exchange
NYSE
Classification
COMMON
Status
Current
Filing context

Context: duration_2026-10-16_to_2026-10-16

Dimensions: Not supplied

Accession 000119312526427894 · 1 registered-security cover member

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Disclosure sections

Items 5.02, 9.01

Select an item to read the extracted section. The as-filed document remains the primary evidence.

Item 5.02Item 5.02 - Departure/Election of Directors
Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On October 16, 2026, the Board of Directors of Evercore Inc. (the “Company”) appointed Nigel Dawn and Naveen Nataraj, ages 62 and 51, respectively, as Co-Presidents of the Company, effective January 1, 2027 (the “Effective Date”). Mr. Dawn and Mr. Nataraj will report to John S. Weinberg, who will remain Chairman and Chief Executive Officer. Nigel Dawn currently serves as Global Head of Evercore’s Private Capital Advisory group and is a member of Evercore’s Management Committee. Mr. Dawn has led the development of the market-leading global Private Capital Advisory (“PCA”) business, with teams in the United States, Europe and Singapore. Mr. Dawn will become Chairman of PCA and remain closely connected to the business and its clients. Naveen Nataraj currently serves as Co-Head of U.S. Investment Banking and is a member of the firm’s Management Committee. During his tenure at Evercore, Mr. Nataraj has advised some of the firm’s most important clients on transactions across a broad range of industries. He will continue to advise clients and remain actively engaged in the firm’s Investment Banking business. In connection with the appointments, the Compensation Committee approved a one-time award of Performance Restricted Stock Units (“PRSUs”) with a target value of $20 million to each of Messrs. Dawn and Nataraj (each, an “Award”). The number of PRSUs earned under each Award will be determined based on the achievement of operating income goals and relative total shareholder return over a three-year performance period beginning on the Effective Date and will range from 80% to 200% of the target number of PRSUs. The earned PRSUs will cliff-vest on the fifth anniversary of the Effective Date, subject to continued employment with the Company through such date, with certain exceptions. The Awards were designed in consultation with an independent compensation consultant to align the long-term interests of Messrs. Dawn and Nataraj with those of the Company’s shareholders, reinforce their responsibility for the Company’s future financial performance and to provide the Company with enhanced retention capabilities. There are no other arrangements or understandings between either Mr. Dawn or Mr. Nataraj and any other person pursuant to which either was selected as Co-President. Neither Mr. Dawn nor Mr. Nataraj has any family relationship with any director or executive officer of the Company or any direct or indirect material interest in any transaction required to be disclosed pursuant to Item 404(a) of Regulation S-K. A copy of the press release related to this announcement is attached hereto as Exhibit 99.1.
Filed exhibits (1)
EX-99.1 (by filename) d187912dex991.htm

Exhibit 99.1 Evercore Appoints Nigel Dawn and Naveen Nataraj as Co-Presidents October 18, 2026 Co-President roles will add senior leadership depth as Evercore advances its strategic priorities NEW YORK - (BUSINESS WIRE) - Oct. 18, 2026 - Evercore (NYSE: EVR) today announced that its Board of Directors has appointed Nigel Dawn and Naveen Nataraj as Co-Presidents of the firm, effective January 1, 2027. Mr. Dawn and Mr. Nataraj will report to Chairman and Chief Executive Officer John S. Weinberg, who will continue to lead Evercore, its Management Committee and the firm’s strategic direction. Evercore’s Board and Mr. Weinberg have agreed that he will serve as Chairman and CEO for at least the next three years. This new leadership structure will enable the firm to continue to build on its strategy for growth. In their new roles, Mr. Dawn and Mr. Nataraj will work closely with Mr. Weinberg, Roger C. Altman, Evercore’s founder and Senior Chairman, and the global senior leadership team to execute the firm’s strategy and drive global expansion. These appointments will strengthen Evercore’s ability to serve clients while preserving the values, culture and commitment to people that have …

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