& TECHNOLOGY
on industries at the intersection of finance and technology.
& SERVICE
with innovative advice to achieve superior results and success.
& CREATIVE
thoughtful, and creative solutions to our clients.
Our Core
Values
Evolve is committed to providing clients independent and creative thinking through the provision and delivery of independent and unconflicted advice.
Client Focus and Service
Evolve invests in building long-term relationships with our clients through thoughtful, independent, objective and innovative advice to achieve superior results and success.
Excellence
Evolve relentlessly strives to achieve the highest standards of client quality service and excellence. Evolve seeks to ensure that we exceed our clients’ expectations by delivering senior level, objective & independent, world class strategic advice and flawless execution.
Honor, Integrity, and Objectivity
Evolve at all times and in all circumstances adheres to the principle of providing objective and trustworthy advice and corporate finance services, in all circumstances.
Evolve provides strategic advisory and investment banking to companies at the intersection of technology and finance in the Insurance, Capital Markets and Lending verticals.
Leading world-class executive research
that highlights trends across the FinTech space.
Vertical Expertise
Evolve is focused exclusively on serving the critical and unique needs of Founders and Management teams in the service & software firms in the Insurance, Capital Market and Lending verticals. Evolve deeply understands the strategic & market trends and nuances of the Insurance, Capital Market and Lending verticals. Evolve’s senior professionals’ experience and our relentless energy in pursuit of, and protection of, our clients’ interests enable us to meet the individual needs of our clients in a fashion that no other Wall Street investment bank, of any size, can.
Execution Excellence
Evolve’s senior investment banking professionals have 50+ years of transaction experience from Merrill Lynch, Houlihan Lokey, Citi, and other top Wall Street firms. Evolve’s deep knowledge base, network of relationships with Private Equity and prominent institutional investors and financial institutions domestically and internationally, enables us to generate original & often ‘outside-the-box’ thinking, investor demand, and optimal results for our clients. We have demonstrated time and again that our senior level access to strategic partners and sources of capital is unmatched, and a critical differentiator favorably impacting our clients’ success.
Senior Level Commitment
Evolve has always committed its most senior professionals to each client engagement and their transactions from beginning to end. Unlike other Wall Street firms, Evolve provides clients with a committed partnership, free of conflicts, on each and every mission critical capital market or strategic advisory decision.