---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-158241"
form_type: "8-K"
ticker: "EVR"
cik: "0001360901"
company_name: "Evercore Inc."
filed_at: "2025-07-11T23:59:59+00:00"
generated_at: "2026-05-18T06:53:39.330906+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Evercore issues $250M senior notes in two tranches at 5.17% and 5.47%

## Summary
- Issued $125M 5.17% Series K notes due July 24, 2030 and $125M 5.47% Series L notes due July 24, 2032.
- Interest payable semi-annually on April 30 and October 30, starting October 30, 2025.
- Net proceeds to repay maturing notes under prior agreements and for general corporate purposes.
- Covenant includes Maximum Consolidated Leverage Ratio of 2.75:1.0 and Minimum Tangible Net Worth of $325M.
- Closing scheduled for July 24, 2025; private placement exempt from SEC registration.

## SEC filing metadata
- accession: 0001193125-25-158241
- form_type: 8-K
- ticker: EVR
- cik: 0001360901
- company_name: Evercore Inc.
- filed_at: 2025-07-11T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1360901/000119312525158241/0001193125-25-158241-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1360901/000119312525158241/d28394d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-158241
- JSON: https://secwatch.observer/filing/0001193125-25-158241.json
- Plain text: https://secwatch.observer/filing/0001193125-25-158241.txt

## Key facts
- Debt Financings
  Evercore Inc. incurred senior notes of $125,000,000 aggregate principal amount of 5.17% Series K senior notes due 2030 and $125,000,000 of 5.47% Series L senio at 5.17% for Series K Notes and 5.47% for Series L Notes maturing July 24, 2030 for Series K Notes and July 24, 2032 for Series L Notes.
  - Instrument: senior notes
  - Principal: $125,000,000 aggregate principal amount of 5.17% Series K senior notes due 2030 and $125,000,000 of 5.47% Series L senio
  - Rate: 5.17% for Series K Notes and 5.47% for Series L Notes
  - Maturity: July 24, 2030 for Series K Notes and July 24, 2032 for Series L Notes
  - Event: incurrence
  source text: On July 10, 2025, Evercore Inc. (the “Issuer”) entered into a note purchase agreement (the “Note Purchase Agreement”) among the Issuer and the purchasers party thereto, pursuant to which the Issuer will issue $125,000,000 aggregate principal amount of 5.17% Series K senior notes due 2030 (the “Series K Notes”) and $125,000,000 of 5.47% Series L senior notes due 2032 (the “Series L Notes” and together with the Series K Notes, the “Notes”) on July 24, 2025 in a private placement exempt from registration under the Securities Act.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1360901/000119312525158241/0001193125-25-158241-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.