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Evercore and Luminis Partners team up to provide cross-border M&A advisory services

Evercore and Luminis Partners have formed a strategic alliance to provide cross-border M&A advisory services. 

The two firms will leverage their combined expertise and broad network of corporate relationships to provide independent, objective advice to their clients.

Luminis Partners recently has been formed by Ron Malek, Simon Mordant and Jamie Garis to provide conflict-free advice to major corporations, private equity firms, institutions, and government bodies on strategy, mergers, acquisitions and divestitures, restructurings and capital markets activities. This strategic alliance will also include an investment by Evercore in Luminis Partners. The three founding partners of Luminis have worked together for 15 years, initially at Caliburn Partnership and then Greenhill following the sale of Caliburn to Greenhill in 2010.

Roger Altman, Executive Chairman of Evercore, says: “We are very pleased to form an alliance with such high quality partners who share our values and our priority on the highest quality, objective advice. This new, strategic relationship expands our reach into the important Australian market and strengthens us in the rest of Asia.”

Ralph Schlosstein, President and Chief Executive Officer of Evercore, says: “Evercore has sought to create the most elite global independent investment banking advisory firm in the world, and Australasia (Australia and New Zealand) is a meaningful part of that vision. The founders of Luminis Partners have over many years successfully advised substantial clients in Australasia and internationally. This affiliation will allow Evercore to better serve our clients in Australasia and allow Luminis Partners to better serve its Australasian clients globally.”

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