Evercore Transportation IB Hiring Trigger: Battle Card
Evercore hires Prusek & Rabb in Transportation IB. Next touch: pitch integrated CRM & market intel to boost deal flow.
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🚀 Battle Card: Evercore
Quick trigger:
👤 Decision Maker in the News
- Keith Prusek, Senior Managing Director, Transportation Investment Banking Group · 🔗 LinkedIn
💡 Why It Matters
- This Evercore sales trigger signals expanding the Richmond office with top-tier leadership to accelerate deal flow in transportation & logistics. → Source
🎯 Core Pain Point
- Integrating leadership hires into a new geographic footprint
- Scaling origination in a fragmented transportation market
💰 What to Pitch
- Primary: Integrated Deal Pipeline CRM → Seamless visibility across NY & Richmond teams
- Expansion: Real-Time Transportation Market Intelligence → Spot emerging trade and logistics patterns
🗺️ Quick Context
- HQ: New York, NY
- Employees: ≈ 1,800
- Rev: ≈ $2.5 B
- Website: https://www.evercore.com/
🤼 Competitive Intel
Which other vendors you’ll probably face to win Evercore’s business.
- Jefferies — Investment Banking
- Unique edge: Global T&L co-head legacy with Prusek & Rabb
- Evaluated by CIO & COO for deal origination network
- Truist Securities — Investment Banking
- Unique edge: Mid-market transportation deals focus
- Evaluated by CFO for cost-effective advisory
- Harris Williams — M&A Advisory
- Unique edge: Deep sector coverage in logistics
- Evaluated by Head of Strategy for tailored sell-side processes
- Houlihan Lokey — Financial Advisory
- Unique edge: Strong restructuring and debt advisory
- Evaluated by CRO for capital structure insights
- Lazard — Global Advisory
- Unique edge: Boutique-like global reach
- Evaluated by CEO for cross-border deal execution
✅ Do-Now Checklist
Connect with Keith Prusek on LinkedIn using this Evercore sales trigger
Reference this Evercore sales trigger in your first email & DM
Log Richmond office expansion in CRM with trigger tag “Evercore sales trigger”
Next Step
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑Integrated Deal Pipeline CRM❑
PROOF_METRIC = ❑≈ TBD❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Keith
COMPANY = Evercore
DEPT = Transportation Investment Banking
SIZE = ≈ TBD
BOTTLENECK = scaling origination in a fragmented transportation market
EVENT = Hiring of senior MDs in Transportation group
DETAIL = Opening of Richmond office
PAIN = Integrating leadership hires into new geographic footprint
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251103270430&div=41152219
SIM_CO = Jefferies
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 1,800
REV_EST = ≈ $2.5 B
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ TBD-person Transportation Investment Banking
Keith—noticed your Transportation Investment Banking team is ≈ TBD.
That’s when scaling origination in a fragmented transportation market slows growth.
We helped Jefferies fix this with Integrated Deal Pipeline CRM.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about Opening of Richmond office — Integrating leadership hires into new geographic footprint.
Integrated Deal Pipeline CRM. ≈ TBD.
Quick chat?