First Republic Bank (San Francisco, California)

First Republic Bank (San Francisco, California)

First Republic Bank (San Francisco, California)

Overview
Date Founded

2009

Headquarters

111 Pine Street, 2nd Floor, San Francisco, CA, 94111, USA

Type of Company

Public

Employees (Worldwide)

4,480

Industries

Retail & Commercial Banking

Company Description

Founded in 1985, First Republic Bank and its subsidiaries provide private banking, private business banking and private wealth management to individuals, families, businesses, nonprofits and foundations. First Republic clients work with a single relationship manager who coordinates a team of lending, deposit, investment management, trust and brokerage professionals. Preferred banking and wealth management offices are located in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach, San Diego, Portland (Ore.), Boston, Greenwich and New York City. Publicly traded under the NYSE stock symbol "FRC," First Republic is a component of the S&P Total Market Index, the Wilshire 5000 Total Market IndexSM, the Russell 1000®, Russell 3000® and Russell Global indices, and six Dow Jones indices. The Bank exceeds all of the current regulatory guidelines to be well-capitalized and is a member of the Federal Deposit Insurance Corp. (FDIC) and an Equal Housing Lender

Contact Data
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Executives & Employees

President & Director

Executive Vice President & Chief Financial Officer

Executive Vice President Chief Operating Officer

Executive Vice President, General Counsel & Secretary

Executive Vice President & Chief Risk Officer

Senior Executive Vice President & Chief Credit Officer

Senior Executive Vice President & Chief Banking Officer

Chief Accounting Officer & Senior Vice President

Chairman, First Republic Trust Company

Board of Directors

Founder at First Republic Bank (San Francisco, California)

Investor at Broadway Angels

Chief Executive Officer at Colony Capital, Inc.

President & Director at First Republic Bank (San Francisco, California)

President at Robin Hood Foundation

Founder at International Republican Institute

Faculty Director, Stanford Msx Program at Stanford University - Stanford Graduate School of Business

Co-Founder at Communitas Capital Partners LLC

Founder at Avid Partners LLC

President & Chief Executive Officer at California Healthcare Foundation

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First Republic Bank (San Francisco, California)
Owners & Shareholders
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HLL invests primarily in publicly-traded global equities. 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 research to identify growing companies and to purchase shares when their prices are attractive. HLL offers the following primary investment strategies: International Equity, EAFE Equity, Global Equity, Emerging Markets, Frontier Emerging Markets, International Small Companies and Multi-Asset Global. Investment strategies are available for a fee through institutional separate accounts, mutual and other pooled funds, and wealth management programs sponsored by other investment managers.

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WCM employs a bottom-up, fundamental method of analysis that emphasizes long-horizon growth prospects, competitive advantages, and company cultures conducive to attracting great people. Valuation also plays an important factor in the firm's analysis method, predominantly impacting the timing of decisions and portfolio position sizing. Their strategies utilize different capitalization ranges (e.g., large-cap, small-cap, all-cap,) different geographical scopes (e.g., international, global, emerging markets, US domestic) and different security types (e.g., foreign ordinary shares, ADR). WCM's Investment Strategy Group (ISG), consisting of senior investment professionals, makes all portfolio decisions.

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Established in 2000, Diamond Hill Capital Management, Inc. is a registered investment adviser based in Columbus, Ohio. It is independent and publicly owned, listed on NASDAQ (ticker symbol: DHIL) and included in the Russell 2000 Index. Diamond Hill manages five long-only equity strategies, three alternative equity strategies and a fixed income strategy. Our client base includes institutions, financial intermediaries and individuals. Assets under management as of February 28, 2013 were $10.2 billion.

Recent Transactions
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First Republic Bank (San Francisco, California) issued Common Stock

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First Republic Bank (San Francisco, California) issued Common Stock

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First Republic Bank (San Francisco, California) issued USD Common Stock

Transaction Advisors
Underwriter

Advised onFirst Republic Bank (San Francisco, California) issued Common Stock

Underwriter

Advised onFirst Republic Bank (San Francisco, California) issued Common Stock

Investment Advisor

Advised onMerrill Lynch & Co., Inc. (Inactive) purchases First Republic Bank (San Francisco, California)

Chief Executive Officer

Advised onFirst Republic Bank (San Francisco, California) purchases Nigro Karlin Segal Feldstein & Bolno LLP

Founding Partner

Advised onFirst Republic Bank (San Francisco, California) purchases Nigro Karlin Segal Feldstein & Bolno LLP

Managing Director

Advised onFirst Republic Bank (San Francisco, California) purchases Nigro Karlin Segal Feldstein & Bolno LLP

Advisors & Consultants
Legal Advisor

Partner at Orrick, Herrington & Sutcliffe LLP

Legal Advisor

Partner at Sullivan & Cromwell LLP

Legal Advisor

Partner at Sullivan & Cromwell LLP

Clients

Hall Capital Partners Build global multi-asset class investment portfolios for families, foundations, and endowments Provide a platform of pooled vehicles Founded in 1994 Privately owned $24.1 billion under management, with $10.2 billion in alternatives Approximately 130 employees 20-person research team SEC-registered investment advisor Offices in San Francisco and New York City

Vista Equity Partners (VEP) focuses on investments in companies that develop and market software, software-as-a-service (SaaS), technology-enabled business services and technology-enabled information services. They look for companies that research and develop a proprietary software solution and either license it to their customers or leverage it internally to create a technology-enabled service.Investments typically range from $20 million to $200 million in equity capital. They are capable of funding larger and smaller transactions. VEP's target investments are usually profitable, or nearly profitable, and are past the venture stage of their lifecycle. The firm is almost always a majority shareholder and many times they are the only outside investor. Transaction types include: MBOs, LBOs, growth or acquisition financings, recapitalizations or restructurings, spinouts or divestitures and going private transactions.VEP seeks companies with: (1) existing or potential recurring revenue (2) mission critical, sticky solutions (3) experienced management teams (4) favorable customer characteristics (5) a defensible competitive position (6) favorable market dynamics (7) a strong customer value proposition and (8) the potential for high margins.

Perella Weinberg Partners is a leading independent financial services firm. Established in 2006, the Firm provides advisory and asset management services to a global client base, including corporations, institutions and governments. Our Advisory business advises clients on mergers and acquisitions, financial restructuring, capital structure advisory, private capital raising, pension matters, strategic advisory, independent special committee advisory, and government services. The Asset Management business includes a suite of hedge fund strategies, private investment funds and outsourced investment office solutions. Including affiliates, Perella Weinberg Partners has capital commitments and managed assets of more than $8.6 billion. Serving a diverse group of global clients, Perella Weinberg Partners employs over 415 employees located in our New York, London, Abu Dhabi, Austin, Beijing, Denver, Dubai, and San Francisco offices.

Key Stats and Financials As of 2018
Market Capitalization
$18.5B
Total Enterprise Value
$23B
Earnings Per Share
$4.81
Revenue
$3.58B
Net Profit
$854M
Total Debt
$10.5B
Total Equity
$8.68B
Enterprise Value Sales
6.43x
TEVNet Income
26.93x
Debt TEV
0.46x
Three Year Compounded Annual Growth Rate Of Revenue
21.58%
Five Year Compounded Annual Growth Rate Of Revenue
17.44%
Non-Profit Donations & Grants
Investments
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CommonBond, Inc. provides online loans for students. It offers undergraduate student loan, graduate student loan, MBA student loan and student loan refinancing for business. The company was founded by David Klein, Jessup Shean, and Michael Taormina in 2012 and is headquartered in New York, NY.

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Finaplex, Inc. provides enterprise software solutions for the wealth management industry. Its software integrates portfolio accounting, customer relationship management, performance reporting, and proposal generation. The company was founded by Michael S. Cagney in March 2000 and is headquartered in San Francisco, CA.

Investors
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Life Peer at United Kingdom House of Lords

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General Atlantic makes growth equity investments in companies with portfolio partnerships averaging over five years. The firm focuses on business services, financial services, healthcare, internet & technology and retail & consumer sectors. The firm partners with entrepreneurs who share a common vision for growing their businesses and building value over time. General Atlantic applies the following criteria in identifying attractive investment opportunities: strong market position and favorable industry structure, experienced, scalable management team with aligned incentives, sustainable competitive advantage with intellectual property and high barriers to entry and identifiable levers for value-creation.

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Sequoia Capital invests in seed to early stage companies. The firm focuses on energy, financial services, healthcare, Internet, mobile and technology sectors. Within the energy sector, the firm seeks to partner with start-ups focused on the alternative energy, conventional energy, energy efficiency, energy storage and energy services markets.

Suppliers
Paramount Group, Inc. Trusts & Funds | New York, New York

Paramount Group, Inc. is a real estate investment and management company, which owns, operates, manages, acquires and redevelops office properties in central business district submarkets of New York, District of Columbia and San Francisco. The company was founded by Werner Otto in 1978 and is headquartered in New York, NY.

Rapid7, Inc. Computer Software | BOSTON , MA

Rapid7, Inc. engages in the provision of cyber security analytics and automation services. Its product includes insight platform, which offers InsightVM, InsightIDR, InsightAppSec, and InsightConnect. The company was founded by Alan P. Matthews, Tas Giakouminakis and Chad Loder in July 2000 and is headquartered in Boston, MA.

Awards & Honors
Rank #976
2016
Fortune Magazine - Fortune 1000 Companies
Sponsored by Fortune Magazine
Rank #4
2012
Financial Advisor Magazine - Top RIA Survey
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