SVB Financial Group

SVB Financial Group

SVB Financial Group

Overview
Date Founded

1983

Headquarters

3003 Tasman Drive, Santa Clara, California, United States

Type of Company

Public

Employees (Worldwide)

3,564

Industries

Retail & Commercial Banking
Consumer Finance
Holding Companies

Company Description

SVB Financial Group provides diversified financial services to emerging, growth and established technology companies and the life science, cleantech, venture capital, private equity and premium wine markets. Through its focus on specialized markets and extensive knowledge of the people and business issues driving them, SVB Financial Group provides a level of service and partnership that measurably impacts its clients' success. Headquartered in Santa Clara, Calif., the company offers its clients commercial, investment, merchant and private banking, as well as value-added services using its knowledge and networks. Founded in 1983, SVB Financial Group serves clients around the world through 26 domestic offices, and international subsidiaries in the U.K., Israel, India and China, and an extensive network of relationships with venture capitalists worldwide. With solid understanding of the true risks and rewards faced by companies in dynamic markets, the company is widely recognized for its ability to develop innovative approaches to meet the unique financial needs of its clients. SVB Financial Group began serving the technology and life science markets at a time when they were not well-understood by the financial services industry and when many of the leading companies in these industries were just getting started. At that time, many of these companies had yet to show profits and were not considered creditworthy by local community or regional banks. Over nearly three decades, SVB Financial Group has become one of the most respected names in the financial services industry. The company has created innovative solutions for some of the world's most successful technology and life sciences companies. These companies face unique challenges and require special services, such as finding the right venture capitalist or angel investor, securing capital to support rapid growth, or driving overseas expansion. SVB Financial Group offers products and services specifically tailored to meet our clients' needs at every stage of corporate growth. SVB Financial Group's businesses include Silicon Valley Bank, SVB Capital, SVB Analytics and SVB Private Bank. Today, SVB Financial Group has more than 1,400 employees and $19.4 billion in total assets. The company operates offices throughout Silicon Valley in Santa Clara, Menlo Park — the center of California's venture capital community, Palo Alto and Pleasanton. Other regional offices within California include Irvine, San Diego, San Francisco, Santa Rosa, St. Helena, and Sherman Oaks. Across the country, SVB Financial Group operates in Atlanta, Georgia; Austin, Texas; Beaverton, Oregon; Broomfield, Colorado; Chicago, Illinois; Dallas, Texas; Minnetonka, Minnesota; Morrisville, North Carolina; New York, New York; Newton, Massachusetts; Radnor, Pennsylvania; Salt Lake City, Utah; Seattle, Washington; Tempe, Arizona; and Vienna, Virginia. International subsidiaries are located in Bangalore, India; Mumbai, India; Herzliya Pituach, Israel; Beijing, China, Shanghai, China; and London, United Kingdom

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Executives & Employees

President & Chief Executive Officer

Chief Financial Officer

Chief Operations Officer

Chief Operations Officer

General Counsel

Chief Marketing Officer

Chief Risk Officer

Chief Credit Officer

Chief Human Resources Officer

Chief Security Officer

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SVB Financial Group
Owners & Shareholders
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RBC GAM-UK employs fundamental analysis and quantitative analysis. Individual portfolio managers may emphasize one method of security analysis over another in providing investment management services to discretionary clients and recommendations to nondiscretionary clients. The firm’s investment teams are responsible for researching investment opportunities, and implementing their findings and views on specific issuers in the management of clients’ portfolios. RBC GAM-UK employs various investment strategies through our investment mandates that are based on the objectives and strategies of the clients involved. Client portfolios with similar investment mandates, strategies and guidelines are generally managed similarly. Their investment management teams continuously research available investment opportunities using fundamental and quantitative methods, including environmental, social and governance (ESG) factors. The portfolio managers consider the investment opportunities available and make an active investment decision focusing on each client account’s needs, as reflected in each account’s governing documents.

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Swedbank Robur’s philosophy is based on fundamental analysis with focus on risk control. Their investment process emphasizes research-based decision-making with controlling risk to ensure long-term capital appreciation for their clients. The firm’s in-house analysis contributes to enhance the investment decisions.

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Alecta is a risk-averse manager which aims to meet the requirements of long-term pension fund management, in terms of delivering a competitive return with prudent risk management. The firm’s portfolio holdings consist of approximately 50 percent fixed income, 41 percent equities, and 9 percent real estate. The core of Alecta’s philosophy is a competent independent in-house analysis, focusing on the absolute return and risks of their investments. They direct their investment activities mainly to areas where the firm have such in-house capability and expertise. By limiting the number of holdings, they facilitate an even deeper analysis whereby each specific analysis can have a significant impact on the firm’s performance.

Recent Transactions
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SVB Financial Group, Silicon Valley Bank purchase SVB Leerink Holdings LLC from SVB Leerink LLC

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Smartsheet, Inc. issued USD Common Stock

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eShares, Inc. purchases Silicon Valley Bank from SVB Financial Group

Transaction Clients

Advised on Everyday Health, Inc. issued USD Common Stock

Insider Transactions
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Transaction Advisors
Underwriter

Advised onSVB Financial Group issued USD Common Stock

Auditor

Advised onSVB Financial Group issued USD Common Stock

Underwriter

Advised onSVB Financial Group issued USD Common Stock

Associate

Advised onSVB Financial Group, Silicon Valley Bank purchase SVB Leerink Holdings LLC from SVB Leerink LLC

Associate

Advised onSVB Financial Group, Silicon Valley Bank purchase SVB Leerink Holdings LLC from SVB Leerink LLC

Legal Advisor

Advised onSVB Financial Group, Silicon Valley Bank purchase SVB Leerink Holdings LLC from SVB Leerink LLC

Advisors & Consultants
Legal Advisor

Partner at Wilson Sonsini Goodrich & Rosati PC

Legal Advisor

Head of US Capital Markets & Managing Partner of Silicon Valley Office at Freshfields Bruckhaus Deringer LLP

Consultant

Senior Advisor at Vector Capital Management LP

Clients

Salesforce.com, Inc. provides enterprise cloud computing applications. It provides a comprehensive customer and collaboration relationship management service to businesses of all sizes and industries and also provides a technology platform for customers and developers to build and run applications. The company has designed and developed its applications to be easy-to-use and intuitive solutions that can be deployed rapidly, customized easily and integrated with other software applications. Salesforce.com offers its services on a subscription basis, primarily through its direct sales efforts and indirectly through partners. The company operates in one segment. It was founded by Marc Benioff, Parker Harris, Dave Moellenhoff, and Frank Dominguez in February 1999 and is headquartered in San Francisco, CA.

Golden Gate Capital is a San Francisco-based private equity investment firm with approximately $12 billion of capital under management. Golden Gate Capital is dedicated to partnering with world-class management teams to invest in change-intensive, growth businesses. The firm targets investments in which there is a demonstrable opportunity to significantly enhance a company’s value. The principals of Golden Gate Capital have a long and successful history of investing with management partners across a wide range of industries and transaction types. Other notable Industrials investments sponsored by Golden Gate Capital include U.S. Silica, EP Minerals, ArrMaz and Atrium.

Bill.com Holdings, Inc. operates as a holding company. It engages in the provision of cloud-based software solutions. The firm simplifies, digitizes, and automates complex back-office financial operations for SMBs. Its software helps customers to generate and process invoices, streamline approvals, send and receive payments, sync with their accounting system and manage their cash. The company was founded by Rene Lacertea on August 2, 2018 and is headquartered in Palo Alto, CA.

Key Stats and Financials As of 2019
Market Capitalization
$12.7B
Total Enterprise Value
$9.81B
Earnings Per Share
$21.73
Revenue
$3.51B
Net Profit
$1.14B
Total Debt
$584M
Total Equity
$6.62B
Enterprise Value Sales
2.8x
TEVNet Income
8.63x
Debt TEV
0.06x
Three Year Compounded Annual Growth Rate Of Revenue
28.82%
Non-Profit Donations & Grants
$50K - $100K
2018
$1,000 - $2,499
2017
$50K - $100K
2017
Investments
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TotallyMoney Ltd. operates as a digital media company that focuses on consumer finance. It offers application generation for loans, mortgages, credit cards, life insurance, health insurance, travel insurance, banking, savings, pensions and utilities switching. The company was founded by William Becker and Jonathan Joseph Hassid in 2006 and is headquartered in London, the United Kingdom.

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PatientPop, Inc. operates a marketing platform for growing a medical practice. Its platform is a solution for patient acquisition, reputation management, retention marketing and business insights with a dashboard. The company was founded by Luke Kervin, Travis S. Schneider and Taylor Timmer in 2014 and is headquartered in Santa Monica, CA.

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Carrot Fertility, Inc. provides a fertility benefit solution. It offer offers egg freezing and in-vitro fertilization (IVF) as a workplace benefit,The company was founded by Tammy Sun, Asima Ahmad, Juli Insinger, Maxwell Radomsky, and Arun Venkatesan and is headquartered in San Francisco, CA.

Suppliers
Bottomline Technologies Pension Funds & Sovereign Wealth | Portsmouth, NH

Bottomline Technologies, Inc. engages in facilitating electronic payments and transaction settlement between businesses, vendors, and banks. It operates through the following segments: Cloud Solutions; Banking Solutions; Payments and Transactional Documents; and Other. The Cloud Solutions segment provides customers with SaaS technology offerings that facilitate electronic payment, electronic invoicing, and spend management. The Banking Solutions segment offers solutions that are specifically designed for banking and financial institution customers. The Payments and Transactional Documents segment supplies software products that provide a range of financial business process management solutions including making and collecting payments, sending and receiving invoices, and generating and storing business documents. The Other segment consists healthcare and cyber fraud and risk management solutions. The company was founded by Daniel M. McGurl and James L. Loomis in May 1989 and is headquartered in Portsmouth, NH.

Digital China Information Service Co., Ltd. Equipment & Office Supplies | Beijing, China

Digital China Information Service Co., Ltd. engages in the provision of software and information services. Its business scopes include technological services, agricultural information, application software development, and integrated solutions. Its technological services include information planning and consulting, system operation and maintenance, quality testing, information management outsourcing, data processing, and cloud services. The company's agricultural information services includes confirmation of rural land right, rural property rights transfer transaction, rural land credit investigation, and smart rural area software development. Its application software development includes the research and development of system software, platform supporting software, industrial application software, and information technology operation and maintenance management software. The company's special financial equipment related services includes design, manufacture, and sale of automatic teller machines to banks and financial institutions. Its integrated solutions cover construction, operation, and maintenance management of information technology infrastructure; and purchase, installation, debugging, and maintenance of information technology infrastructure products and systems. The company was founded on January 8, 1994 and is headquartered in Beijing, China.

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