Evercore Trust Company (Institutional Trust and Independent Fiduciary Business)

Evercore Trust Company (Institutional Trust and Independent Fiduciary Business) Overview

Status Acquired/​Merged
Employees 30
Employees
Latest Deal Type M&A
Financing Rounds 1

Evercore Trust Company (Institutional Trust and Independent Fiduciary Business) General Information

Description

Provider of independent fiduciary services. The unit offers fiduciary services to employee benefit plans which contain large blocks of employer stock and other such services. It also offers institutional trustee services to employee benefit plans, including defined benefit plans, defined contribution plans and VEBAs.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • New York, NY
  • United States
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Evercore Trust Company (Institutional Trust and Independent Fiduciary Business) Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Evercore Trust Company (Institutional Trust and Independent Fiduciary Business) Executive Team (1)

Name Title Board Seat Contact Info
Otis Sinnott Managing Director & Chief Operating Officer

Evercore Trust Company (Institutional Trust and Independent Fiduciary Business) Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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