Deal

Evercore acquires Private Funds Group of Neuberger Berman (PFG)

February 2010 asset purchase ready

Snapshot

Evercore acquired Private Funds Group of Neuberger Berman (PFG) for Initial consideration of approximately $1.0 million plus revenue-based contingent (earn-out) consideration in February 2010. The transaction was structured as cash plus contingent earn-out. Private Funds Group of Neuberger Berman (PFG) is a United States-based Investment Banking - Private Funds Group placement business.

Acquirer
Evercore
Target
Private Funds Group of Neuberger Berman (PFG)
Value
Initial consideration of approximately $1.0 million plus revenue-based contingent (earn-out) consideration
Date
February 2010
Type
asset purchase
Status
ready
01 Scorecard

The deal at a glance

Private-market deal
Evercore acquires Private Funds Group of Neuberger Berman (PFG)
Deal value
Initial consideration of approximately $1.0 million plus revenue-based contingent (earn-out) consideration
Sector
Investment Banking - Private Funds Group placement
Date
February 2010
VectorShift
Made on VectorShift

About this deal

Evercore acquired Private Funds Group of Neuberger Berman (PFG) for Initial consideration of approximately $1.0 million plus revenue-based contingent (earn-out) consideration, a transaction completed in February 2010, structured as cash plus contingent earn-out. The deal was a asset purchase.

Private Funds Group of Neuberger Berman (PFG) operates in Investment Banking - Private Funds Group placement, is based in United States. Private funds placement business acquired from Neuberger Berman. The transaction added private-fund advisory and placement mandates and client relationships to Evercore's Investment Banking segment.

In February 2010, the Company acquired assets of PFG for initial consideration of $1,000 and contingent consideration based on future revenues earned.

Added private-fund placement mandates and limited-partner client relationships to the Investment Banking segment. Acquired Mandates and Client Relationships recognized as intangibles in the Investment Banking segment. Integrated into Evercore's Investment Banking (Private Funds Group)

In February 2010, the Company acquired assets of PFG for initial consideration of $1,000 and contingent consideration based on future revenues earned. The transaction resulted in goodwill of $990 and intangible assets relating to Acquired Mandates and Client Relationships.
Evercore FY2011 10-K, Acquisitions note (dollars in thousands)
Advisors not disclosed

No advisory firms have been disclosed for this transaction.

Sources Press release Last updated

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