Investment firm Evercore plans to acquire Robey Warshaw for a sum of $196 million.
In a strategic move to accelerate its growth and expand its global reach, Evercore, the third-largest investment banking advisory firm in the world, has announced the acquisition of Robey Warshaw, an independent advisory firm based in the UK. The transaction, valued at approximately $196 million, is expected to close at the beginning of the fourth quarter of 2025.
Founded in 2013, Robey Warshaw has built a reputation as a trusted advisor to prominent multinational companies in Europe. This acquisition allows Evercore to gain expert advisory talent and a highly regarded client franchise, thereby elevating Evercore’s stature in the European market where it previously had a relatively smaller footprint.
Simon Robey, co-founder of Robey Warshaw, admires Evercore’s growth and shares commitments to client service, excellence, integrity, and independent advice with Evercore. Simon Warshaw, his co-founder, agrees that the combination with Evercore is an excellent fit and creates an outstanding opportunity to provide more to clients while maintaining the highest standards of excellence.
The deal is expected to be accretive to Evercore’s adjusted and GAAP earnings in the first full year after closing. Beyond the immediate financial benefits, Evercore aims to leverage Robey Warshaw’s deep local expertise and longstanding client relationships to capture more of the anticipated deal-making boom in Europe.
With the addition of Robey Warshaw, Evercore will enhance its market position in the UK, the largest M&A advisory market in Europe, and open further significant client opportunities across the EMEA region and globally. This acquisition will also significantly expand Evercore's presence and market share in the UK and Europe, and enhance its global client reach.
Matthew Lindsey-Clark, co-head of Evercore’s EMEA Investment Banking business, considers Robey Warshaw a highly respected firm with a long-standing track record of advising on complex mandates in the UK and Europe. John S. Weinberg, Evercore’s chairman and CEO, stated that Robey Warshaw brings extraordinary, long-standing relationships with some of the world’s leading multinational companies.
Evercore’s founder, Roger C. Altman, stated that the firm has expanded its team and capabilities every year since its inception in 1995. Evercore expects the acquisition to be accretive to its Adjusted and GAAP EPS in the first full year together and thereafter.
Simon Robey believes that the clients of Robey Warshaw will continue to get personal attention and care, while also benefiting from greater global reach, broad product capabilities, and sector expertise. Evercore considers the team of Robey Warshaw the right home for their business, according to Simon Robey. Simon Warshaw looks forward to working together with Evercore.
The transaction will be payable in two tranches, with the first payment in Evercore stock at closing, and the second payment at the one-year anniversary in stock or cash. There is potential additional consideration based on defined performance criteria over a multi-year period.
In summary, the acquisition enhances Evercore’s competitive positioning as a leading global independent advisory firm, expands its reach into lucrative European markets, and supports sustained growth by blending Robey Warshaw’s boutique excellence with Evercore’s global scale and resources.
[1] Evercore Press Release, [Date] [2] Robey Warshaw Press Release, [Date] [3] Financial Times, [Article Title], [Date]
- The acquisition of Robey Warshaw by Evercore not only strengthens their financial standing, as it's expected to be accretive to Evercore's earnings, but also broadens their expertise in the European market, enhancing their position as a leading global independent advisory firm.
- With this business combination, Evercore aims to leverage Robey Warshaw's deep local expertise and longstanding client relationships in Europe for investing in more deal-making opportunities, while ensuring that clients continue receiving personalized attention and care with expanded global reach.