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)

5,483

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

Co-Chief Executive Officer & President

Executive Vice President & Chief Financial Officer

Executive Vice President Chief Operating Officer

Executive Vice President, General Counsel & Secretary

Executive Vice President & Chief Risk Officer

Executive Vice President & Chief Information Officer

Senior Vice President & Chief Accounting Officer

Senior Executive Vice President & Chief Credit Officer

Senior Executive Vice President & Chief Banking Officer

Board of Directors

Founder at First Republic Bank (San Francisco, California)

Investor at Broadway Angels

Founder at Transcend Wealth Collective LLC

Co-Chief Executive Officer & President at First Republic Bank (San Francisco, California)

Founder at International Republican Institute

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

Former President at International Rescue Committee, Inc.

Founder at Avid Partners LLC

President, Chief Executive Officer & Director at California Healthcare Foundation

Professor at Harvard University - Harvard Business School

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First Republic Bank (San Francisco, California)
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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Dentsply Sirona, Inc. purchases Straight Smile LLC

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E*TRADE Financial Corporation purchases Gradifi, Inc. from First Republic Bank (San Francisco, California)

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

Transaction Clients
Escrow Agent

Advised on Dentsply Sirona, Inc. purchases Straight Smile LLC

Escrow Agent

Advised on Dentsply Sirona, Inc. purchases Straight Smile LLC

Transaction Advisors
Underwriter

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

Underwriter

Advised onFirst Republic Bank (San Francisco, California) issued USD 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 White & Case LLP

Legal Advisor

Partner at Sullivan & Cromwell LLP

Legal Advisor

Partner at Orrick, Herrington & Sutcliffe LLP

Clients

Vista Equity Partners is a U.S.-based investment firm with offices in Austin, Chicago, New York City, Oakland, and San Francisco with more than $52 billion in cumulative capital commitments. Vista exclusively invests in software, data, and technology-enabled organizations led by world-class management teams. As a value-added investor with a long-term perspective, Vista contributes professional expertise and multi-level support towards companies to realize their full potential. Vista’s investment approach is anchored by a sizable long-term capital base, experience in structuring technology-oriented transactions, and proven management techniques that yield flexibility and opportunity.

General Atlantic Service Co. LP engages in provision of investment services. It specializes in consumer, financial services, healthcare, and technology sectors. The company was founded by Chuck Feeney in 1980 and is headquartered in New York, NY.

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

Key Stats and Financials As of 2020
Market Capitalization
$37.9B
Total Enterprise Value
$36.4B
Earnings Per Share
$5.81
Revenue
$4.51B
Enterprise Value / Sales
8.08x
Debt TEV
0.4x
TEVNet Income
34.21x
Total Equity
$11.8B
Total Debt
$14.5B
Net Profit
$1.06B
Three Year Compounded Annual Growth Rate Of Revenue
15.66%
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 invests in public and private companies located across the globe. The firm targets companies operating in the fields of consumer, financial services, healthcare, life sciences and technology. It provides financing for growth stage capital requirements and acquires minority interest.

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Sequoia Capital seeks investment opportunities in companies located in the US. The firm targets companies operating in the fields of consumer and enterprise. It provides financing for early and growth capital requirements.

Suppliers
Paramount Group, Inc. Accounting & Financial Services | New York, New York

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

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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