EVERCORE INC. Material Contracts
Every material contract the company filed as Exhibit 10 (executive pay plans, credit agreements, supplier and indemnity agreements), newest first, with the filing's own description.
- 2026-02-20: Form 10-K; Exhibit 10.51; Description Agreement, dated 19 August 2011, between Evercore Partners International LLP and Matthew Philip Lindsey-Clark (filed herewith).
- 2026-02-20: Form 10-K; Exhibit 10.50; Description Limited Liability Partnership Deed in Relation to Evercore Partners International LLP, dated as of April 6, 2024 (filed herewith).
- 2026-02-20: Form 10-K; Exhibit 10.49; Description Amended and Restated Guaranty and Suretyship Agreement, dated October 10, 2025, between Evercore Inc., Evercore LP, Evercore Group Holdings L.P. and PNC Bank, National Association (filed herewith).
- 2026-02-20: Form 10-K; Exhibit 10.48; Description Amendment to Subordinated Revolving Credit Facility (Unsecured Facility), dated October 10, 2025, by and among Evercore Group L.L.C. and PNC Bank, National Association (filed herewith).
| Filed | Form | Exhibit | Description |
|---|---|---|---|
| 2026-02-20 | 10-K | 10.51 | Agreement, dated 19 August 2011, between Evercore Partners International LLP and Matthew Philip Lindsey-Clark (filed herewith) |
| 2026-02-20 | 10-K | 10.50 | Limited Liability Partnership Deed in Relation to Evercore Partners International LLP, dated as of April 6, 2024 (filed herewith) |
| 2026-02-20 | 10-K | 10.49 | Amended and Restated Guaranty and Suretyship Agreement, dated October 10, 2025, between Evercore Inc., Evercore LP, Evercore Group Holdings L.P. and PNC Bank, National Association (filed herewith) |
| 2026-02-20 | 10-K | 10.48 | Amendment to Subordinated Revolving Credit Facility (Unsecured Facility), dated October 10, 2025, by and among Evercore Group L.L.C. and PNC Bank, National Association (filed herewith) |
| 2025-11-05 | 10-Q | 10.7 | Amended and Restated Guaranty and Suretyship Agreement, dated July 10, 2025, between Evercore Inc., Evercore LP, Evercore Group Holdings L.P. and PNC Bank, National Association (filed herewith) |
| 2025-11-05 | 10-Q | 10.6 | Loan Agreement, dated July 10, 2025, between Evercore Partners Services East L.L.C. and PNC Bank, National Association, together with Amended and Restated Revolving Line of Credit Note (filed herewith) |
| 2025-11-05 | 10-Q | 10.5 | Amendment to Loan Documents (Unsecured Facility), dated July 10, 2025, by and among Evercore Partners Services East L.L.C, Evercore LP, Evercore Group Holdings L.P. and PNC Bank, National Association (filed herewith) |
| 2025-11-05 | 10-Q | 10.4 | Amendment to 2022 Note Purchase Agreement, dated as of July 10, 2025 (filed herewith) |
| 2025-11-05 | 10-Q | 10.3 | Second Amendment to 2019 Note Purchase Agreement, dated as of July 10, 2025 (filed herewith) |
| 2025-11-05 | 10-Q | 10.2 | Second Amendment to 2016 Note Purchase Agreement, dated as of July 10, 2025 (filed herewith) |
| 2025-07-11 | 8-K | 10.1 | Form of 5.17% Series K senior notes due July 24, 2030 (included in Exhibit 10.1) |
| 2025-05-08 | 10-Q | 10.1 | Amendment to Loan Documents (Unsecured Facility), dated March 17, 2025, by and among Evercore Partners Services East L.L.C., Evercore LP, Evercore Group Holdings L.P., and PNC Bank, National Association (filed herewith) |
| 2025-02-21 | 10-K | 10.39 | 2024 Form of Restricted Stock Unit Award Agreement for U.S. Employees (filed herewith) |
| 2025-02-21 | 10-K | 10.38 | Guaranty and Suretyship Agreement, dated October 28, 2024, between Evercore LP, Evercore Group Holdings L.P., and PNC Bank, National Association (filed herewith) |
| 2025-02-21 | 10-K | 10.37 | Loan Agreement, dated October 28, 2024, between Evercore Partners Services East L.L.C. and PNC Bank, National Association, together with Revolving Line of Credit Note (filed herewith) |
| 2025-02-21 | 10-K | 10.36 | Amendment to Subordinated Revolving Credit Facility (Unsecured Facility), dated October 25, 2024, by and among Evercore Group L.L.C. and PNC Bank, National Association (filed herewith) |
| 2024-02-22 | 10-K | 10.45 | Amendment to Subordinated Revolving Credit Facility (Unsecured Facility), dated November 3, 2023, by and among Evercore Group L.L.C. and PNC Bank, National Association (filed herewith) |
| 2023-08-03 | 10-Q | 10.2 | Amendment to Loan Agreement (Unsecured Facility), dated June 29, 2023, by and among Evercore Partners Services East L.L.C., Evercore LP, Evercore Group Holdings L.P., and PNC Bank, National Association (filed herewith) |
| 2023-08-03 | 10-Q | 10.1 | Amendment to Loan Agreement (Secured Facility), dated June 29, 2023, by and among Evercore Partners Services East L.L.C., Evercore LP, Evercore Group Holdings L.P., Evercore Group L.L.C. and PNC Bank, National Association (filed herewith) |
| 2023-02-24 | 10-K | 10.41 | Amendment, dated October 31, 2022, to the Agreement between Evercore Group L.L.C. and PNC Bank, National Association (filed herewith) |
| 2023-02-24 | 10-K | 10.40 | Form of Class K-P Unit Subscription Agreement (filed herewith) |
| 2023-01-20 | 8-K | 10.1 | Employment Agreement between Evercore Inc. and Timothy LaLonde, dated January 19, 2023 |
| 2022-08-03 | 10-Q | 10.1 | Form of Note Purchase Agreement, dated June 28, 2022 |
| 2022-02-24 | 10-K | 10.39 | Guaranty and Suretyship Agreement, dated October 29, 2021, between Evercore LP, Evercore Group Holdings L.P., and PNC Bank, National Association (filed herewith) |
| 2022-02-24 | 10-K | 10.38 | Agreement, dated October 29, 2021, between Evercore Group L.L.C. and PNC Bank, National Association (filed herewith) |
| 2022-02-24 | 10-K | 10.37 | Amendment to Loan Documents (Unsecured Facility), dated October 29, 2021, by and among Evercore Partners Services East L.L.C., Evercore LP, Evercore Group Holdings L.P., and PNC Bank, National Association (filed herewith) |
| 2022-02-24 | 10-K | 10.36 | Loan Agreement, dated July 26, 2019, between Evercore Partners Services East L.L.C. and PNC Bank, National Association (filed herewith) |
| 2022-02-24 | 10-K | 10.35 | Amendment to Loan Documents (Secured Facility), dated October 29, 2021, by and among Evercore Partners Services East L.L.C., Evercore LP, Evercore Group Holdings L.P., and PNC Bank, National Association (filed herewith) |
| 2021-05-28 | 8-K | 10.1 | Employment Agreement between Evercore Inc. and Celeste Mellet Brown, dated May 26, 2021 |
| 2021-05-06 | 10-Q | 10.1 | Form of Note Purchase Agreement, dated as of March 29, 2021 |
| 2021-04-30 | 8-K | 10.2 | Form of Class L Interest Subscription Agreement |
| 2021-04-30 | 8-K | 10.1 | Amendment No. 1 to the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, dated as of April 30, 2021, by and among Evercore Inc., as general partner, and the Limited Partners (as defined therein) of the Partnership |
| 2019-10-31 | 10-Q | 10.1 | Amended and Restated 2016 Evercore Inc. Stock Incentive Plan, Israeli Appendix (filed herewith) |
| 2019-08-01 | 10-Q | 10.1 | Form of 4.34% Series E senior notes due 2029 (included in Exhibit 10.1) |
| 2019-02-22 | 10-K | 10.41 | *2019 Form Restricted Stock Unit Award Agreement for U.S. Employees (filed herewith) |
| 2019-02-22 | 10-K | 10.40 | Letter from PNC Bank, National Association, as lender, to Evercore Partners Services East L.L.C., as borrower, dated June 21, 2018 (filed herewith) |
| 2018-02-23 | 10-K | 10.50 | Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, dated as of November 1, 2017, by and among Evercore Inc., as general partner, and the Limited Partners (as defined therein) of the Partnership (filed herewith) |
| 2017-07-28 | 8-K | 10.1 | Sixth Amended and Restated Limited Partnership Agreement of Evercore LP, dated as of July 26, 2017, by and among Evercore Partners Inc., as general partner, and the Limited Partners (as defined therein) of the Partnership. |
| 2017-06-20 | 8-K | 10.1 | Letter from PNC Bank, National Association, as lender, to Evercore Partners Services East L.L.C., as borrower, dated June 14, 2017. |
| 2017-02-24 | 10-K | 10.48 | 2017 Form Restricted Stock Unit Award Agreement for non-U.S. Employees and non-members of Evercore Partners International LLP(filed herewith) |
| 2017-02-24 | 10-K | 10.47 | 2017 Form Restricted Stock Unit Award Agreement for the members of Evercore Partners International LLP(filed herewith) |
| 2017-02-24 | 10-K | 10.46 | 2017 Form Restricted Stock Unit Award Agreement for U.S. Employees(filed herewith) |
| 2016-11-18 | 8-K | 10.5 | Confidentiality, Non-Solicitation and Proprietary Information Agreement, dated as of November 15, 2016, by and between Evercore Partners Inc. and John S. Weinberg |
| 2016-11-18 | 8-K | 10.4 | Restricted Stock Unit Award Agreement, dated as of November 15, 2016, by and among Evercore Partners Inc., Evercore LP and John S. Weinberg |
| 2016-11-18 | 8-K | 10.3 | Incentive Subscription Agreement, dated as of November 15, 2016, by and among Evercore Partners Inc., Evercore LP and John S. Weinberg |
| 2016-11-18 | 8-K | 10.2 | Employment Agreement, dated as of November 15, 2016, by and among Evercore Partners Inc., Evercore LP and John S. Weinberg |
| 2016-11-18 | 8-K | 10.1 | Fifth Amended and Restated Limited Partnership Agreement of Evercore LP, effective as of November 15, 2016 |
| 2016-06-29 | 8-K | 10.3 | Committed Line of Credit Note, dated as of June 24, 2016, made by Evercore Partners Service East L.L.C., as borrower. |
| 2016-06-29 | 8-K | 10.2 | Borrowing Base Rider, dated as of June 24, 2016, between Evercore Partners Service East L.L.C., as borrower, and PNC Bank, National Association, as lender. |
| 2016-06-29 | 8-K | 10.1 | Loan Agreement, dated as of June 24, 2016, between Evercore Partners Services East L.L.C., as borrower, and PNC Bank, National Association, as lender. |
| 2016-03-31 | 8-K | 10.1 | Form of Note Purchase Agreement |
| 2016-02-24 | 10-K | 10.47 | Form Restricted Stock Unit Award Agreement for U.S. Employees(filed herewith) |
| 2016-02-24 | 10-K | 10.46 | Cash Unit Award Agreement(filed herewith) |
| 2016-01-22 | 8-K | 10.2 | Third Amended and Restated Promissory Note, dated as of January 15, 2016, made by Evercore Partners Services East L.L.C., as borrower. |
| 2016-01-22 | 8-K | 10.1 | Modification Agreement, dated as of January 15, 2016, between Evercore Partners Services East L.L.C., as borrower, and First Republic Bank, as lender. |
| 2015-11-02 | 10-Q | 10.1 | $120,000,000 Term Loan and Guarantee Agreement among Evercore Partners Inc. as Borrower, The Guarantors from time to time Party Thereto, The Several Lenders from time to time Parties Thereto, and Mizuho Bank, Ltd., as Administrative Agent, Dated as of November 2, 2015 (filed herewith) |
| 2015-07-02 | 8-K | 10.3 | Second Amended and Restated Promissory Note, dated as of June 26, 2015, made by Evercore Partners Services East L.L.C., as borrower. |
| 2015-07-02 | 8-K | 10.2 | Renewal and Modification Agreement, dated as of June 26, 2015, between Evercore Partners Services East L.L.C., as borrower, and First Republic Bank, as lender. |
| 2015-07-02 | 8-K | 10.1 | Loan Agreement (Line of Credit), dated as of June 27, 2013, between Evercore Partners Services East L.L.C., as borrower, and First Republic Bank, lender. |
| 2015-02-27 | 10-K | 10.42 | Employment Agreement between the Registrant and Edward S. Hyman (filed herewith) |
| 2014-11-06 | 10-Q | 10.3 | Supplement to Fourth Amended and Restated Limited Partnership Agreement of Evercore LP, effective as of October 31, 2014 (filed herewith) |
| 2014-11-06 | 10-Q | 10.2 | Fourth Amended and Restated Limited Partnership Agreement of Evercore LP, effective as of October 31, 2014 (filed herewith) |
| 2014-08-04 | 8-K | 10.1 | Contribution and Exchange Agreement, dated as of August 3, 2014, among ISI Holding, Inc., ISI Holding II, Inc., ISI Management Holdings LLC, ISI Holding, LLC, Edward S. Hyman, the holders of the Management Holdings management units set forth on Annex A thereto, Evercore LP, Evercore Partners Inc. and the Founder, solely in his capacity as the holders’ representative. |
| 2014-02-28 | 10-K | 10.51 | 2014 Form Restricted Stock Unit Award Agreement for non-U.S. Employees and non-members of Evercore Partners International LLP (filed herewith) |
| 2014-02-28 | 10-K | 10.50 | 2014 Form Restricted Stock Unit Award Agreement for the members of Evercore Partners International LLP (filed herewith) |
| 2014-02-28 | 10-K | 10.49 | 2014 Form Restricted Stock Unit Award Agreement for U.S. Employees (filed herewith) |
| 2014-02-28 | 10-K | 10.46 | Second Amended and Restated Limited Partnership Agreement with Evercore Mexico Partners III, L.P. (filed herewith) |
| 2013-06-20 | 8-K | 10.1 | INC. STOCK INCENTIVE PLAN |
| 2013-02-27 | 10-K | 10.46 | Limited Partnership Agreement |
| 2013-02-27 | 10-K | 10.45 | EVERCORE PARTNERS INTERNATIONAL LLP (2) Schedule of Terms |
| 2013-02-01 | 8-K | 10.1 | RESTRICTED STOCK UNIT AWARD AGREEMENT |
| 2012-02-29 | 10-K | 10.44 | 2012 FORM CASH UNIT AWARD AGREEMENT |
| 2012-02-29 | 10-K | 10.43 | 2012 CONFIDENTIALITY, NON-SOLICITATION AND PROPRIETARY INFORMATION AGREEMENT |
| 2012-02-29 | 10-K | 10.42 | 2012 FORM RESTRICTED STOCK UNIT AWARD AGREEMENT FOR NON-U.S. EMPLOYEES |
| 2012-02-29 | 10-K | 10.41 | 2012 FORM RESTRICTED STOCK UNIT AWARD AGREEMENT FOR MEMBERS OF EVERCORE |
| 2012-02-29 | 10-K | 10.40 | 2012 FORM RESTRICTED STOCK UNIT AWARD AGREEMENT FOR U.S. EMPLOYEES |
| 2012-02-24 | 8-K | 10.1 | LETTER AGREEMENT |
| 2011-08-25 | 8-K | 10.1 | AMENDED & RESTATED LIMITED LIABILITY PARTNERSHIP DEED IN RELATION TO EVERCORE |
| 2011-04-29 | 10-Q | 10.38 | AMENDED FORM OF 2011 CASH UNIT AWARD AGREEMENT |
| 2011-03-09 | 10-K | 10.37 | 2011 FORM CASH UNIT AWARD AGREEMENT |
| 2010-02-16 | 8-K | 10.1 | CONTRIBUTION AND EXCHANGE AGREEMENT |
| 2009-03-27 | 8-K | 10.2 | AMENDMENT TO EMPLOYMENT AGREEMENT |
| 2009-03-27 | 8-K | 10.1 | AMENDMENT TO AMENDED AND RESTATED EMPLOYMENT AGREEMENT |
| 2009-03-13 | 10-K | 10.28 | AMENDMENT TO EMPLOYMENT AGREEMENT DATED DECEMBER 22, 2008 |
| 2009-03-13 | 10-K | 10.27 | AMENDMENT TO THE RESTRICTED STOCK UNIT AWARD AGREEMENT |
| 2009-03-13 | 10-K | 10.23 | AMENDED AND RESTATED LIMITED PARTNERSHIP AGREEMENT |
| 2009-03-13 | 10-K | 10.22 | 2008 FORM RESTRICTED STOCK UNIT AWARD AGREEMENT |