Slide 1: Atalanta Sosnoff Transaction Overview
Exhibit 99.2 Evercore Partners AtalantaSosnoff Transaction Overview March 5, 2010
Slide 2: Forward-looking statements
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,
Slide 3: Atalanta Sosnoff Overview – Transaction Summary
AtalantaSosnoff Overview – Transaction Summary Acquisition of 49% interest in Atalanta Sosnoff Capital (ASC) Structure ASC management team will own the remainder of the company and direct all investment operations Up to $83.3 million in a combination of cash and shares of EVR common stock – Upfront
Slide 4: Atalanta Sosnoff – Business Overview
AtalantaSosnoff – Business Overview Business Description Founded by Martin Sosnoff (“MS”) in 1981, ASC is a large-cap equity and balanced manager with $10.4 billion of assets under management across multiple separate accounts The company is located in New York and has a total of 52 employees. Manage
Slide 5: Atalanta Sosnoff – Assets Under Management
Atalanta Sosnoff –Assets Under Management 2009 year end assets under management of $10.4 billion Asset growth has been driven by consistent strong investment performance and client inflows 12,000 $10,361 10,000 $8,800 8,000 $6,637 $6,243 6,000 $4,255 4,000 $3,566 $2,922 $2,042 2,000 0 2002 2003 2004
Slide 6: Strategic Rationale
Strategic Rationale ASC has a long-term track record of best-in-class investment performance, reflecting a repeatable and disciplined investment process ASC has demonstrated a record of sustained growth, and has substantial additional capacity in its core investment products Strong business and cult
Slide 7: Evercore Partners
Evercore Partners