Private Equity, VC & Investor · Other / Non-Digital Advertising Relevant · vs · Private Equity, VC & Investor · Advertiser / Brand
Evercore vs Houlihan Lokey
Structured technology and market comparison · 2026
Direct Feature Comparison
Evercore · vs · Houlihan LokeyIndependent investment bank advising corporates, sponsors and institutional investors.
Independent investment bank for M&A, restructuring and valuation advisory.
Analyze all overlapping signals and tech stacks for Evercore and Houlihan Lokey
Compare mutual enterprise clients, monetization models, live market signals, and partner networks directly in the interactive Knowledge Graph.
Comparison Analysis
What is the main difference between Evercore and Houlihan Lokey?
When comparing Evercore and Houlihan Lokey, both platforms operate within the Other / Non-Digital Advertising Relevant ecosystem. Evercore is positioned as Independent investment bank advising corporates, sponsors and institutional investors, whereas Houlihan Lokey focuses on Independent investment bank for M&A, restructuring and valuation advisory. Decision-makers evaluate both solutions when orchestrating their commercial monetization and technology stack.
What are the top alternatives to Evercore and Houlihan Lokey?
When evaluating Evercore and Houlihan Lokey, enterprise buyers also consider other platforms in Other / Non-Digital Advertising Relevant. You can discover the full competitive landscape and evaluate other alternatives by viewing their respective footprint profiles on Polaris7.
How do the corporate scale, structure, and headquarters of Evercore and Houlihan Lokey compare?
Evercore is headquartered in US (founded in 1995) with 1,001–5,000 employees. Houlihan Lokey is based in US (founding year unrecorded) with 1,001–5,000 employees. Complete ownership, subsidiary trees, and corporate affiliations are documented across Polaris7.
Market Signals
Recent Market Signals & Activity: Evercore vs Houlihan Lokey
Documented market movements, strategic partnerships, product releases, and regulatory developments mapped across Polaris7.
Evercore
Recent Signals
- ·CNBC InvestingFinancials
NetApp Upgraded by Evercore ISI
Evercore ISI upgraded NetApp to 'outperform' from 'in line' and raised its price target to $300 from $210, implying 31% upside. Analyst Amit Daryanani cited continued strength in NetApp's core business and potential from AI-driven storage demand. Shares have surged 113% year-to-date, driven by hyperscaler data center buildouts. The firm also highlighted NetApp's growth in product, support, and public cloud verticals, and projected double-digit revenue CAGR for the storage industry.
- Evercore ISI upgraded NetApp to 'outperform' from 'in line'.
- Price target raised to $300 from $210, implying 31% upside.
- NetApp shares surged 113% year-to-date in 2026.
- ·SEC APIfinancials
10-Q Financial Filing Analysis for Evercore (2026-08-05)
Evercore Inc. reported strong financial results for the second quarter and first six months of 2026, driven by a broad-based recovery in investment banking activity. Total revenues for Q2 2026 rose 19% year-over-year to $998.5 million (Net Revenues of $990.2 million), fueled by an 11% increase in Advisory Fees to $775.6 million and a 201% surge in Underwriting Fees to $97.1 million. Net income attributable to Evercore Inc. for the quarter stood at $95.3 million ($2.32 diluted EPS), slightly down by 2% due to higher non-compensation operating costs and a $21.3 million special pre-tax loss provision for non-U.S. employment taxes. For H1 2026, Net Revenues surged 56% to $2.38 billion, and Net Income jumped 63% to $396.5 million ($9.56 diluted EPS). Wealth Management AUM expanded 5% during H1 2026 to reach $16.2 billion. The firm maintained strong liquidity with $1.26 billion in cash and cash equivalents, while returning substantial capital via $733.9 million in H1 share repurchases and sustained dividend payments.
- Q2 2026 Net Revenues reached $990.2 million, up 19% YoY, driven by Advisory Fees of $775.6 million (+11%) and Underwriting Fees of $97.1 million (+201%).
- H1 2026 Net Revenues surged 56% YoY to $2.38 billion, with Net Income Attributable to Evercore Inc. increasing 63% to $396.5 million ($9.56 per diluted share).
- Recorded a $21.3 million special pre-tax charge in Q2 2026 for non-U.S. employment tax provisions following an international court ruling regarding partnership member taxation.
- ·CNBC InvestingFinancials
Warsh Fed hike signals open-ended tightening cycle
Federal Reserve Chair Kevin Warsh's decision to raise interest rates, framed as removing 'a dose of accommodation', has spurred speculation on Wall Street about the extent of future rate hikes. Markets are now pricing in higher odds of additional increases in October and December, with Goldman Sachs and Bank of America adding October hikes to their forecasts. Warsh's rejection of the 'neutral rate' framework as operationally irrelevant marks a departure from recent Fed policy communication, suggesting a more open-ended tightening approach. Analysts interpret the language as hawkish, indicating the Fed sees current policy as stimulative rather than restrictive. The Fed's benchmark rate now stands at 3.75%-4%, with futures implying a rate of 4.635% by end of 2027, suggesting three to four more hikes. This shift in Fed communication has broad implications for financial conditions, consumer borrowing costs, and advertising spending.
- Federal Reserve raised benchmark rate by 25 basis points to 3.75%-4% on September 16, 2026
- Chair Kevin Warsh described the hike as removing 'a dose of accommodation'
- Goldman Sachs and Bank of America added an October rate hike to their forecasts
Houlihan Lokey
Recent Signals
- ·SEC APIfinancials
8-K Financial Filing Analysis for Houlihan Lokey (2026-09-22)
Houlihan Lokey reported several key governance and leadership actions following its annual stockholder meeting on September 16, 2026. Stockholders approved the Second Amended and Restated 2016 Incentive Award Plan, which sets the reserved share pool at 12 million shares, reinstates an annual evergreen replenishment at a reduced 1% rate (down from 6%), and eliminates the fixed plan expiration date. Additionally, the company announced the election of Thomas Reichert to the Board as an independent Class I director effective October 1, 2026, receiving a $120,000 initial restricted stock grant. In executive leadership changes, General Counsel Christopher M. Crain retired to transition into a Corporate Senior Advisor role, and Prabha Sipi Bhandari was appointed as Chief Legal Officer and Secretary.
- Stockholders approved the Second Amended and Restated 2016 Incentive Award Plan, establishing a 12 million share reserve and resetting annual evergreen dilution increases to 1% (down from 6%).
- Thomas Reichert was elected as an independent Class I director effective October 1, 2026, receiving a $120,000 restricted stock grant vesting over three years.
- Christopher M. Crain retired as General Counsel to become Corporate Senior Advisor, with Prabha Sipi Bhandari appointed as Chief Legal Officer and Secretary on September 16, 2026.
- ·DigidayM&A
Ad Tech's Public Market Woes: Investment Banker Explains Small-Cap Problem
At ExchangeWire's ATS London conference, investment banker Josh Wepman of Houlihan Lokey argued that the struggles of publicly-traded ad tech companies stem from their small market capitalizations, not performance. Most companies are too small to attract significant investment from index funds and mutual funds, with 'it's hard to be a $7 billion company' serving as a key quote. Deal activity has picked up to around $14 billion so far in 2026, but transactions are fewer and larger. Nick Macshane of Progress Partners noted extreme volatility in ad tech stocks, with some companies swinging 60% up or down, suggesting many should not be public. The article highlights take-private trends, mentioning Criteo's rumored buyout, and companies like DoubleVerify, LiveRamp, and Integral Ad Science moving off public markets. It also notes enterprise interest from Salesforce, Adobe, ServiceNow, Workday, Databricks, Snowflake, and OpenAI.
- Josh Wepman, MD at Houlihan Lokey, says public ad tech companies are too small for index/mutual funds to invest meaningfully.
- Public ad tech stocks have underperformed broader tech indices, with declining multiples through 2025-2026.
- Deal activity reached approximately $14 billion so far in 2026, spread across fewer, larger deals.
Compare their exact ecosystem overlaps.
Explore all deep relationships in Polaris7. Discover exactly which mutual clients, integrated technologies, and overlapping partners Evercore and Houlihan Lokey share across the market ecosystem.
Unlock full capability matrix, client overlaps & technology stacks