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)

4,461

Industries

Retail & Commercial Banking
Private Equity & Venture Capital
Accounting & Financial Services
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

General Counsel

Chief Security Officer

Chief Human Resources Officer

Chief Accounting Officer

Chief Auditor

President, Silicon Valley Bank

President, Asia

Board of Directors

Former Area Managing Partner at Ernst & Young LLP

Co-Founder at International Mental Health Research Organization

Professional at CIO Executive Council

Founder & General Partner at Benhamou Global Ventures LLC

Former Chief Operating Officer & Managing Partner of The Americas Assurance & Advisory Business Services at Ernst & Young LLP

Co-Founder at Fifth Era LLC

Former Director, President & Chief Executive Officer at Blucora, Inc.

Co-Founder at Scale Management LLC

Former Partner, Corporate Development at Accenture Plc

Co-Founder at New Art Trust

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SVB Financial Group
Owners & Shareholders
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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.

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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.

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Harding Loevner invests primarily in publicly-traded global equities which seeks superior returns. Their investment philosophy emphasizes long-term investments in high quality, growing businesses, and their investment approach relies on in-depth fundamental research including analysis of the competitive structure of global industries and the competitive position of individual companies. The firm undertakes in-depth fundamental company research and industry analysis to identify and value companies that exhibit four key quality-growth criteria: competitive advantage, quality management, financial strength, and sustainable growth. Portfolio managers construct each model portfolio informed by analysts’ recommendations and impact on portfolio risk. Harding Loevner builds model portfolios from the bottom-up, so the sector and country allocations in their strategies are primarily the result of individual stock selection, and not a top-down country or sector allocation process.

Recent Transactions
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SVB Financial Group issued USD Common Stock

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SVB Financial Group purchases Boston Private Financial Holdings, Inc.

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SVB Financial Group purchases Westriver Management LLC/Debt Investment Business from WestRiver Group

Transaction Clients

Advised on Everyday Health, Inc. issued USD Common Stock

Advised on Root, Inc. (Delaware) 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

Escrow Agent

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.

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.

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.

Key Stats and Financials As of 2020
Market Capitalization
$31.1B
Total Enterprise Value
$7.43B
Earnings Per Share
$22.87
Revenue
$4B
Total Equity
$8.43B
Total Debt
$1.12B
Net Profit
$1.21B
Enterprise Value / Sales
1.86x
TEVNet Income
6.15x
Debt TEV
0.15x
Non-Profit Donations & Grants
$50K - $100K
2018
$1,000 - $2,499
2017
$50K - $100K
2017
Investments
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Gridtential Energy, Inc. develops energy storage technology for renewable energy and electric vehicle applications. Its proprietary technology for an advanced lead-acid battery replaces the metal grid in current lead-acid battery designs with a silicon substrate. The company was founded by Peter G. Borden and Michele Klein in 2010 and is headquartered in Santa Clara, CA.

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Darwin Homes, Inc. provides online property management and renting services. The firm offers repairs and maintenance, full-service leasing, resident screening, rent collection, and evictions services. The company was founded by Ryan Broderick and Zachary Kinloch and is headquartered in Dallas, TX.

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Locana, Inc. engages in the provision of ribonucleic acid targeting gene therapy. Its platform technology addresses a wide spectrum of human genetic diseases. It has advanced a powerful modular RNA targeting-effector approach to optimize and advance therapeutic candidates that is distinct from DNA-targeted approaches and nucleic acid-based RNA targeting. The company was founded by Gene Yeo and David Nelles in 2016 and is headquartered in San Diego, 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.

Cousins Properties, Inc. Real Estate | Atlanta, Georgia

Cousins Properties, Inc. engages in the development, acquisition, leasing and management of real estate assets. It invests in urban office towers located in Sunbelt markets. The firm operates through the following geographical segments: Atlanta, Charlotte, Austin, Phoenix, Tampa, Orlando and Houston. The company was founded by Thomas G. Cousins in 1958 and is headquartered in Atlanta, GA.

Donnelley Financial Solutions, Inc. Other Business & Consulting Services | Chicago, IL

Donnelley Financial Solutions, Inc. engages in the provision of compliance and technology solutions. It operates through the United States and International segments. The United States segment comprises capital markets, investment markets, and language solutions and other. The International segment focuses on working with international investment market clients on capital market offerings and regulatory compliance related activities within the United States. Its services include content management, multi-channel content distribution, data management and analytics services, collaborative workflow and business reporting tools, and translations and other language services in support of its client’s communications requirements. The company was founded on February 22, 2016 and is headquartered in Chicago, IL.

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