Evercore Review: Middle Market Private Equity Investment Focus, Portfolio & Deal Criteria
In-depth review of Evercore: investment thesis for middle market companies, portfolio companies, typical deal sizes, and how to prepare for investment.
Key Takeaways
- •Focus on Industrial, Technology, Media companies
- •Investment range: $50M-$250M in equity
- •Based in United States
- •Growth equity focus
- •Active value creation approach
- •Also invests in Manufacturing
Notable Portfolio Companies
Evercore has invested in numerous middle market companies across various sectors. Notable investments include companies in the healthcare services, business services, and industrial manufacturing sectors. The firm focuses on established companies with strong market positions, experienced management, and clear paths to growth.
Firm Overview
Evercore is a private equity firm focused on middle market investments. Headquartered in New York, the firm targets companies with strong competitive positions, experienced management teams, and clear growth potential in industrial, technology, and business services sectors. The firm typically invests $50M-$250M in companies with enterprise values of $100M-$500M.
What Evercore Looks For
Evercore evaluates opportunities based on clear investment criteria:
- Market position: Strong competitive position in growing markets
- Growth potential: Clear path to revenue and earnings growth
- Management team: Experienced management with track record
- Business model: Scalable business model with strong unit economics
- Strategic value: Potential for operational improvements
Pro Tip
How to Connect With Evercore
Approaching a middle market private equity firm requires demonstrating strong fundamentals:
- Demonstrate Market Position: Show strong competitive position in growing markets
- Show Growth Trajectory: Demonstrate consistent revenue and earnings growth
- Highlight Management: Present experienced management team with strong track record
- Build Relationships: Connect through professional networks and industry associations
Middle market companies need professional financial infrastructure to meet PE standards
- Financial Metrics: Revenue growth, EBITDA margins, Cash flow generation, Working capital efficiency
- Operational Metrics: Customer retention, Market share, Operational efficiency, Management depth
How Eagle Rock Helps
We help middle market companies prepare for PE investment by building professional financial infrastructure.
Pro Tip
Frequently Asked Questions
What industries does Evercore focus on?
Evercore primarily invests in Industrial, Technology, Media. The firm seeks companies with strong market positions and clear growth trajectories.
What size companies does Evercore acquire?
Evercore typically invests $50M-$250M in equity, targeting companies with enterprise values in the lower to middle market range.
What is Evercore's typical investment size?
The firm's equity investments generally range from $50M-$250M, positioning them as active investors who can provide meaningful capital for growth.
How long does Evercore's due diligence process take?
Due diligence timelines vary by deal complexity, but Evercore typically conducts thorough financial, operational, and market due diligence over several weeks to months.
What should I prepare before engaging with Evercore?
Prepare three years of audited financials, detailed market analysis, management team bios, growth plans, and a clear vision for how the partnership would create value.
How does Evercore work with portfolio companies?
Evercore takes a partnership approach, working closely with management teams on strategic initiatives, acquisitions, and operational improvements.
Ready to Connect With Evercore?
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Learn MoreThis article is part of our Private equity firms | Eagle Rock CFO guide.
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