XML 96 R82.htm IDEA: XBRL DOCUMENT v3.8.0.1
Share-Based and Other Deferred Compensation - Additional Information (Details)
$ / shares in Units, $ in Thousands
1 Months Ended 3 Months Ended 12 Months Ended 35 Months Ended
Nov. 30, 2017
USD ($)
shares
Jul. 31, 2017
USD ($)
vote
shares
Nov. 30, 2016
USD ($)
tranche
shares
Mar. 31, 2018
USD ($)
shares
Mar. 31, 2017
USD ($)
shares
Jun. 30, 2013
shares
Dec. 31, 2018
USD ($)
Dec. 31, 2017
USD ($)
payment_installment
$ / shares
shares
Dec. 31, 2016
USD ($)
$ / shares
shares
Dec. 31, 2015
USD ($)
$ / shares
shares
Dec. 31, 2014
shares
Feb. 15, 2020
shares
Dec. 31, 2012
USD ($)
Dec. 31, 2006
shares
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Deferred Compensation Arrangement Compensation Expense | $               $ 24,677 $ 15,504 $ 1,476        
Employee Service Share-based Compensation, Tax Benefit from Compensation Expense | $               53,402 44,209 36,755        
Adjustments to Additional Paid-In-Capital | $               44,729 16,242          
Severance Costs | $               6,655 6,820 6,766        
Cash Payments Related to Separation Benefits | $               2,914 3,622 3,805        
Special Charges | $               25,437 $ 8,100 41,144        
Special Charges [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Severance Costs | $                   1,863        
Atalanta Sosnoff [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Adjustments to Additional Paid-In-Capital | $                   6,333        
Atalanta Sosnoff [Member] | Special Charges [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Conversion of Profits Interests Charge | $                   6,333        
Evercore Trust Company [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Special Charges | $               $ 3,930            
LP Units [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Limited Partnership Units Convertible Conversion Ratio     1         1            
2006 Stock Incentive Plan [Member] | Class A [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Number of Shares Authorized                           20,000,000
Number of Additional Shares Authorized           5,000,000                
2006 and 2016 Stock Incentive Plans [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Shares Issued During Period (in shares)               2,813,000            
Shares Vested During Period (in shares)               2,512,000            
Shares Forfeited During Period (in shares)               154,000            
2016 Stock Incentive Plan [Member] | Class A [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Number of Additional Shares Authorized                 10,000,000          
Number of Shares Available for Grant               7,247,000 9,906,000          
Long Term Incentive Plan [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Deferred Compensation Arrangement Compensation Expense | $               $ 31,923 $ 35,258 6,192        
Long Term Incentive Plan Performance Period (in years)               4 years            
Deferred Compensation Arrangement with Individual, Recorded Liability | $               $ 47,299            
Number of Payment Installments | payment_installment               3            
Deferred Compensation Arrangement with Individual, Distribution Paid | $               $ 34,157            
Long Term Incentive Plan [Member] | Second Installment [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Deferred Compensation Arrangement with Individual, Distribution Paid | $               $ 14,756            
Class G LP Interests [Member] | Minimum [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Management Basis EBIT Margin (as a percent)               12.00%            
Class G LP Interests [Member] | Maximum [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Management Basis EBIT Margin (as a percent)               16.00%            
Class H LP Interests [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Class H Interests Performance Period (in years)               3 years            
Class H LP Interests [Member] | Minimum [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Management Basis EBIT Margin (as a percent)               7.00%            
Management Basis EBIT | $               $ 8,000            
Class H LP Interests [Member] | Maximum [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Management Basis EBIT Margin (as a percent)               17.00%            
Management Basis EBIT | $               $ 48,000            
Class I-P Units [Member] | Board of Directors Chairman [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Compensation Expense | $               4,619 $ 544          
Grant of I-P Units (in units)     400,000                      
Retirement Notice Requirement     1 year                      
Number of Tranches of Class I-P Units | tranche     2                      
Number of Class I-P Units in Each Tranche (in units)     200,000                      
Number of Consecutive Trading Days Required for Class I-P Units to Exceed Thresholds     20 days                      
Grant of I-P Units, Fair Value of Award | $     $ 24,412                      
Class K-P Units [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Compensation Expense | $               197            
Limited Partnership Units Convertible Conversion Ratio 1                          
Grant of K-P Units (in units) 64,000                          
K-P Units to be Granted Upon Achievement of Benchmarks (in units) 16,000                          
Grant of K-P Units, Fair Value of Award | $ $ 5,000                          
LP Units [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Nonvested Awards, Compensation Not yet Recognized | $               $ 53,527            
Nonvested Awards, Compensation Cost Not yet Recognized, Period for Recognition               31 months            
Restricted Stock Units (RSUs) [Member] | Board of Directors Chairman [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Shares Issued During Period (in shares)                 900,000          
Restricted Stock Units (RSUs) [Member] | Class A [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Vested and Expected to Vest, Outstanding, Number (in shares)               114,000            
Restricted Stock Units (RSUs) [Member] | 2006 Stock Incentive Plan [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Compensation Expense | $                   $ 105,496        
Shares Issued During Period (in shares)                   2,712,000        
Shares Vested During Period (in shares)                   2,259,000        
Shares Forfeited During Period (in shares)                   167,000        
Restricted Stock Units (RSUs) [Member] | 2006 Stock Incentive Plan [Member] | Minimum [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Weighted Average Grant Date Fair Value (in dollars per share) | $ / shares                   $ 48.41        
Restricted Stock Units (RSUs) [Member] | 2006 Stock Incentive Plan [Member] | Maximum [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Weighted Average Grant Date Fair Value (in dollars per share) | $ / shares                   $ 58.47        
Restricted Stock Units (RSUs) [Member] | 2006 and 2016 Stock Incentive Plans [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Compensation Expense | $               $ 156,353 $ 125,990          
Nonvested Awards, Compensation Cost Not yet Recognized, Period for Recognition               30 months            
Shares Issued During Period (in shares)                 3,144,000          
Shares Vested During Period (in shares)               2,512,000 2,609,000          
Shares Forfeited During Period (in shares)               154,000 181,000          
Restricted Stock Units (RSUs) [Member] | 2006 and 2016 Stock Incentive Plans [Member] | Minimum [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Weighted Average Grant Date Fair Value (in dollars per share) | $ / shares                 $ 44.30          
Restricted Stock Units (RSUs) [Member] | 2006 and 2016 Stock Incentive Plans [Member] | Maximum [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Weighted Average Grant Date Fair Value (in dollars per share) | $ / shares                 $ 70.65          
Restricted Stock Units (RSUs) [Member] | 2016 Stock Incentive Plan [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Nonvested Awards, Compensation Not yet Recognized | $               $ 258,804            
Shares Issued During Period (in shares)               2,813,000            
Restricted Stock Units (RSUs) [Member] | 2016 Stock Incentive Plan [Member] | Subsequent Event [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Shares Issued During Period (in shares)       1,800,000                    
Awards Vesting Period       4 years                    
Restricted Stock Units (RSUs) [Member] | 2016 Stock Incentive Plan [Member] | Minimum [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Weighted Average Grant Date Fair Value (in dollars per share) | $ / shares               $ 69.10            
Restricted Stock Units (RSUs) [Member] | 2016 Stock Incentive Plan [Member] | Maximum [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Weighted Average Grant Date Fair Value (in dollars per share) | $ / shares               $ 85.68            
Deferred Cash Compensation Program [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Deferred Compensation, Vesting Period (in years)               4 years            
Deferred Compensation Arrangement with Individual, Cash Award Granted, Amount | $               $ 3,750 $ 41,147       $ 3,926  
Deferred Compensation Arrangement with Individual, Compensation Cost Not Yet Recognized | $               $ 76,271            
Deferred Compensation Arrangement With Individual, Total Compensation Cost Not Yet Recognized Period For Recognition               43 months            
Deferred Cash Compensation Program [Member] | Subsequent Event [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Deferred Compensation, Vesting Period (in years)       4 years                    
Deferred Compensation Arrangement with Individual, Cash Award Granted, Amount | $       $ 83,000                    
Restricted Cash Award [Member] | Board of Directors Chairman [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Retirement Notice Requirement     6 months                      
Deferred Compensation Arrangement with Individual, Cash Award Granted, Amount | $     $ 35,000                      
Deferred Compensation Arrangement With Individual Cash Award Tranche One Vesting Amount | $     11,000                      
Deferred Compensation Arrangement With Individual Cash Award Tranche Two Vesting Amount | $     $ 6,000                      
Awards Vesting Period     4 years                      
Restricted Cash Award [Member] | Minimum [Member] | Board of Directors Chairman [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Deferred Compensation Arrangement with Individual, Cash Award Granted, Amount | $     $ 8,750                      
Restricted Cash Award [Member] | Maximum [Member] | Board of Directors Chairman [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Deferred Compensation Arrangement with Individual, Cash Award Granted, Amount | $     $ 35,000                      
Other Deferred Cash [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Deferred Compensation Arrangement with Individual, Cash Award Granted, Amount | $   $ 27,500                        
Awards Vesting Period   5 years                        
Employee Loans [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Deferred Compensation Arrangement Compensation Expense | $               $ 20,969 $ 19,625 $ 14,564        
Deferred Compensation Arrangement with Individual, Recorded Liability | $               $ 37,084            
Requisite Service Period (in years)               1 year            
Maximum Contractual Term (in years)               5 years            
Evercore ISI [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Management Basis EBIT Margin (as a percent)               11.70% 16.10% 15.20%        
Management Basis EBIT | $               $ 26,904 $ 39,634 $ 34,395        
Evercore ISI [Member] | Scenario, Forecast [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Management Basis EBIT Margin (as a percent)             14.00%              
Management Basis EBIT | $             $ 34,357              
Evercore ISI [Member] | Class E LP Units [Member] | Acquisition Related [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Units Amended In Period (in units)         19,000                  
Shares Issued During Period (in shares)               20,000            
Shares Vested During Period (in shares)               387,000            
Shares Forfeited During Period (in shares)               14,000            
Evercore ISI [Member] | Class E LP Units [Member] | Acquisition Related [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Compensation Expense | $               $ 17,962 21,077 21,425        
Evercore ISI [Member] | Class G LP Interests [Member] | Acquisition Related [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Units Amended In Period (in units)         14,000                  
Shares Issued During Period (in shares)               9,000            
Shares Vested During Period (in shares)               355,000            
Shares Forfeited During Period (in shares)               365,000            
Evercore ISI [Member] | Class H LP Interests [Member] | Acquisition Related [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Number of Units Outstanding (in units)   4,148,000                        
Units Amended In Period (in units)         162,000                  
Shares Issued During Period (in shares)               10,000            
Shares Vested During Period (in shares)               0            
Shares Forfeited During Period (in shares)               10,000            
Evercore ISI [Member] | Class H LP Interests [Member] | Acquisition Related [Member] | Scenario, Forecast [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Interests That Would Vest Related To Acquisition Related Awards Based On Current Performance (in units)                       2,005,000    
Evercore ISI [Member] | Class J LP Units [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Common Stock, Number of Votes | vote   1                        
Evercore ISI [Member] | Class J LP Units [Member] | Class B [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Stock Issued During Period, Shares, New Issues   1                        
Evercore ISI [Member] | Class J LP Units [Member] | Acquisition Related [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Shares Issued During Period (in shares)               41,000            
Shares Vested During Period (in shares)               0            
Shares Forfeited During Period (in shares)               41,000            
Evercore ISI [Member] | Class J LP Units [Member] | Acquisition Related [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Compensation Expense | $               $ 6,020            
Evercore ISI [Member] | Class G And H Interests [Member] | Acquisition Related [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Compensation Expense | $               (12,897) $ 59,357 $ 61,111        
Evercore ISI [Member] | Vested LP Units [Member] | Class E LP Units [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Grant of LP Units (in units)                     710,000      
Evercore ISI [Member] | Vested LP Units [Member] | Class G LP Interests [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Grant of LP Units (in units)                     538,000      
Evercore ISI [Member] | Vested LP Units [Member] | Class H LP Interests [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Grant of LP Units (in units)                     2,044,000      
Evercore ISI [Member] | Vested LP Units [Member] | Class J LP Units [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Grant of LP Units (in units)   1,012,000                        
Evercore ISI [Member] | Vested LP Units [Member] | Class J LP Units [Member] | Subject to Continued Employment [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Grant of LP Units (in units)   963,000                        
Evercore ISI [Member] | Unvested LP Units [Member] | Class E LP Units [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Grant of LP Units (in units)                     710,000      
Evercore ISI [Member] | Unvested LP Units [Member] | Class G LP Interests [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Grant of LP Units (in units)                     540,000      
Evercore ISI [Member] | Unvested LP Units [Member] | Class H LP Interests [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Grant of LP Units (in units)                     2,051,000      
Evercore ISI [Member] | Unvested LP Units [Member] | Class J LP Units [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Grant of LP Units (in units)   938,000                        
Evercore ISI [Member] | Modified LP Units and Interests [Member] | Acquisition Related [Member]                            
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                            
Compensation Expense | $               $ 3,532            
Amended Grant Date Weighted Average Fair Value, Granted | $         $ 14,891