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

Executive Vice President & Chief Information Officer

Chief Accounting Officer & Senior Vice President

Senior Executive Vice President & Chief Credit Officer

Chief Banking Officer & Senior Executive Vice President

Board of Directors

Investor at Broadway Angels

Executive Chairman & Chief Executive Officer at Colony Capital, Inc.

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

President at Robin Hood Foundation

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

Co-Founder at Mountain Top Advisory Group

Founder at International Republican Institute

President & Chief Executive Officer at California Healthcare Foundation

Founder at Avid Partners LLC

Former Partner at Clifford Chance LLP

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First Republic Bank (San Francisco, California)
Owners & Shareholders
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Parnassus Investments seeks to invest in good businesses with increasingly relevant products or services, sustainable competitive advantages, quality management teams and ethical business practices. The firm uses fundamental security analysis methods in managing client accounts. Parnassus Investments seeks to identify and invest in stocks trading at large discounts to their assessment of the company's intrinsic, value. Parnassus Investments currently manages four fundamental, US, core equity strategies across multiple market capitalizations and one US, fixed income strategy. Their investment strategies include long-term purchases and short-term purchases. The firm offers advice on equity securities, exchange-listed securities, and securities traded over-the-counter, foreign issues, warrants, corporate debt securities, commercial paper, certificates of deposit, mutual fund shares, US government securities and partnerships investing in real estate.

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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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SEG offers a long-only equity management program that utilizes fundamental analysis to select stocks they believe will provide better than market returns over a complete market cycle. Money market reserves may comprise 0 to 50 percent of the account, but generally range from 0 to 20 percent, depending on market conditions. SEG generally limits their portfolio of securities to less than 40 than stocks in each account. SEG employs eight primary investment strategies. Their investment strategies are generally driven by a research-intensive, fundamental bottom-up process and draw upon a centralized research department. These strategies include: Small-Mid Cap /Long-Only, US Core, Concentrated Opportunistic, US Long/Short, International Long/Short, International Long-Only, Global Long-Only, and Private Equity. SEG obtains exposure to particular issuers or securities for their private funds (and may for individual clients) through various types of derivatives transactions, including swaps and contracts for differences. In addition, they may hedge exposure to currency fluctuations for foreign securities owned by the private funds by entering into currency forward or option transactions.

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
$17B
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
Investments
Details Hidden

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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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.

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Calera Capital Advisors LP is an active manager which seeks between $35 and $200 million in each transaction in companies with enterprise values up to $750 million, providing capital to businesses through a range of transactions including recapitalizations of privately held companies, corporate spin-offs, take-private transactions, and companies seeking capital to facilitate growth or acquisitions. The firm invests across a diverse range of industries, including business services, specialty industries, food and consumer, healthcare, retail & other and seeks to build long-term sustainable value by working with management teams to implement strategic and operating initiatives. it looks to invest in partnership with management in companies with sound business franchises, substantial unrealized potential and proven management teams.

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. IT Consulting & Services | 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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