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Dale Addeo

Senior Managing Director at Evercore

Dale Addeo is a Senior Managing Director at Evercore, a global independent investment banking advisory firm.13 He works in the Private Capital Advisory group, where he is responsible for originating and advising owners of private financial assets on strategic and sale transaction alternatives in the secondary market.3

Addeo has over 15 years of experience in the financial industry.3 He joined Evercore in September 2013 and has been with the company for over 11 years.1 Prior to Evercore, he worked as an Associate Director at UBS Investment Bank from September 2009 to August 2013.1

Education and Background

Dale Addeo graduated magna cum laude from Georgetown University's McDonough School of Business with a B.S. in finance and accounting.3 He was born in June 1987 and is currently 37 years old.2

Expertise

At Evercore, Addeo specializes in:

  • Advising general partners and limited partners on secondary market transactions
  • Representing market-leading sponsors on continuation funds, LP tenders, and recapitalization and restructuring transactions
  • Advising institutional limited partners on secondary sales3

Addeo is recognized as an expert in the evolving secondaries market, which has transformed from a niche area to an integral part of private markets.4

Highlights

Oct 18 · evercore.com
Dale Addeo - Evercore
Evercore | Institution Profile - Private Equity International
Jan 10 · evercore.com
Investment Banking - Evercore
Evercore expands senior leadership with five top-level promotions

Related Questions

What are Dale Addeo's key achievements at Evercore?
How did Dale Addeo transition from UBS Investment Bank to Evercore?
What specific strategies does Dale Addeo use in the Private Capital Advisory group?
How has the secondaries market evolved under Dale Addeo's guidance?
What are some notable transactions Dale Addeo has been involved in?
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Location

New York, New York, United States