Evercore Inc. · NYSE:EVR
Evercore — Evercore Partners — Merger or Acquisition (September 2010)
9 slides from Evercore's merger presentation, Sep 14, 2010
Slide 1: G5 Transaction Overview
Exhibit 99.2 Evercore Partners G5 Transaction Overview September 14, 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: G5 Advisors Overview – Transaction Summary
G5 Advisors Overview – Transaction Summary Acquisition of 50% interest in G5 Holding S.A. (G5) – holding company for G5 advisors G5 management team will own the remainder of the company Structure Evercore will have an opportunity to acquire the remaining 50% of the company beginning in 2014 Initial
Slide 4: G5 Advisory Transactions
G5 Advisory Transactions we aowse . ‘TF rermonorTe Y | \ske G5 advisors RICHARDS SOMNAS Cesereneres seanien s in mer merger win a Py us Evercore Partners - 2 2 ere inbrands ities nia ininpetnrrenmntomn act jini reeineas men en 2010 GDadvisors| | GBadvisors} | ax Gadvisors| | mm __ GD advisors 3 Smit
Slide 5: G5 Investment Management
G5 Investment Management Wealth Management (AUM in R$ billions) Asset Management (AUM in R$ millions) —Managing domestic and international portfolios —Focused on Brazilian equities comprising Fixed Income, Equities and Alternatives 3.96 4.0 100 88 90 3.5 79 80 78 3.0 68 70 2.5 2.35 2.20 60 54 2.00 1
Slide 6: Team
Team Corrado Varoli, CEO – Mr. Corrado Varoli is the Chief Executive Officer (CEO) and Chairman of the Board of G5 Advisors. Prior to co-founding G5 Advisors in 2007, he was at Goldman Sachs from 1999 until 2006 where he was a Partner and Head of Latin America. From 1987 until 1999 he was at Morgan
Slide 7: Team – contd.
Team – contd. André Benchimol, Senior Partner – Mr. André Benchimol is a Senior Partner of G5 Advisors. Prior to joining G5 Advisors in 2007, Mr. Benchimol was a Senior Partner at Tradewire Group from 2006 to 2007, where he headed their Private Wealth Management effort. From 2003 to 2006, Mr. Benchi
Slide 8: Strategic Rationale
Strategic Rationale G5 strengthens our position and ability to serve clients globally in the important emerging economies of the world G5 strengthens our strategic alliances with CITIC Securities andMizuho Strong business and cultural fit – High quality team with deep experience – Complementary port
Slide 9: Evercore Partners
Evercore Partners
Evercore Partners — Merger or Acquisition (September 2010) on 6ix