Umpqua Holdings Corp.

Umpqua Holdings Corp.

Umpqua Holdings Corp.

Overview
Date Founded

1998

Headquarters

One South West Columbia Street,Suite 1200,Portland, OR 97258

Type of Company

Public

Employees (Worldwide)

3,928

Industries

Retail & Commercial Banking
Holding Companies

Company Description

Umpqua Holdings Corporation (NASDAQ: UMPQ) is the parent company of Umpqua Bank, an Oregon-based community bank recognized for its entrepreneurial approach, innovative use of technology, and distinctive banking solutions. Umpqua Bank has 184 locations between San Francisco, Calif., and Seattle, Wash., along the Oregon and Northern California Coast, and in Central Oregon and Northern Nevada. Umpqua Holdings also owns a retail brokerage subsidiary, Umpqua Investments, Inc., which has locations in Umpqua Bank stores and in dedicated offices in Oregon. Umpqua Bank’s Private Bank Division serves high net worth individuals and non-profits providing customized financial solutions and offerings. Umpqua Holdings Corporation is headquartered in Portland, Ore.

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Executives & Employees

President & Chief Executive Officer

Executive Vice President & Chief Financial Officer

Executive Vice President, General Counsel & Secretary of Umpqua & Umpqua Bank

Chief Risk Officer & Executive Vice President

Principal Accounting Officer

Chief People Officer & Executive Vice President

Chief Credit Officer

Chief Banking Officer

Chief Auditor & Executive Vice President

Chief Strategy Officer & Executive Vice President

Board of Directors

Former Chief Executive Officer & President at Portland General Electric Company

Former President & Chief Operating Officer at Columbia Sportswear Co.

Executive Vice President, Chief Legal & Administrative Officer & Secretary at Hewlett-Packard Enterprise Co.

President & Chief Executive Officer at Portland General Electric Company

Co-Founder at Enli Health Intelligence Corp.

President & Chief Executive Officer at Umpqua Holdings Corp.

Secretary at The Chamber of Medford/Jackson County

Treasurer at Neighborhood Coalition for Shelter, Inc.

Managing Partner at Sky D Ventures LLC

Vice President-Strategy & Business Development at Williams-Sonoma, Inc.

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Owners & Shareholders
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Atlanta Capital offers investment advisory services in a variety of equity, fixed income and mixed-asset strategies. In-depth fundamental analysis is the primary basis for their investment decision making process. Atlanta Capital invests principally in traditional equity (common stocks and equivalents) and debt securities. The firm seeks to achieve above-average long-term risk adjusted returns through emphasis on high quality equity or debt instruments they believe have unrecognized value or investment potential. For equities, high quality is generally measured by a company's demonstrated history of consistent growth and stability in earnings. For debt instruments, high quality typically relates to the probability of repayment (credit risk) and the predictability of when principal repayment will occur (stability of cash flow). Atlanta Capital operates with three distinct investment teams, Growth Equity, Core Equity and Fixed Income, each leveraging a central investment philosophy.

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Hamlin Capital Management manages clients assets based on the individual needs of each client. The firm identifies client-specific investment objectives and/or restrictions, mutually agreed upon asset allocation between equities, debt securities, and cash or cash equivalents, and the types of investments to be held. Clients may impose restrictions on their account based on specific securities, security type, bond term, or industry type, among others.Hamlin's approach to asset management emphasizes current income. High-yield equities and high-yield municipal and taxable bonds constitute a majority of a client's portfolio. The high-yield municipal bond strategy is also available with both a short-term bond mandate, as well as a long-term bond mandate. The balance is generally invested in government instruments, money market funds, and cash or cash instruments. Hamlin's investment supervisory services also include transactions in certificates of participation. The firm can utilize long-term purchases and trading to implement their investment strategies.Hamlin focuses on stocks with dividend yields at approximately one and a half times or higher than that of the S&P 500 index yield. Within this high income universe, they search for companies with manageable debt, ample free cash flow and attractive returns on equity. While their strong balance sheet and dividend discipline generates mostly large company holdings, the firm invests across all market capitalizations. Hamlin is particularly interested in high dividend-yielding stocks with strong balance sheets that they believe are under-followed by other managers and Wall Street analysts. The municipal and taxable bonds and other debt-related securities in which Hamlin invests clients' assets are usually non-rated, high-yield securities.

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Segall Bryant & Hamill is an independent, employee-owned partnership located in Chicago, Illinois. SBH was established in 1994 by a group of investment professionals with over 20 years of prior experience working together. Today, we employ over 50 people and manage over $8 billion in assets, making SBH one of the fastest growing investment firms in the Midwest. Our Principals believe that quality investing is enhanced by a strong corporate culture that attracts the best talent. Today’s investment markets are increasingly intertwined, creating a need for information flow between our equity, fixed income and alternative teams. Our collegial atmosphere is a defining characteristic in our ability to provide investment excellence for our clients.

Recent Transactions
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Kony, Inc. purchases Pivotus, Inc. from Umpqua Holdings Corp.

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Umpqua Holdings Corp. issued Common Stock

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Umpqua Holdings Corp. purchases Sterling Financial Corp. (Washington) from Thomas H. Lee Partners LP, Warburg Pincus LLC

Insider Transactions
Details Hidden
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Transaction Advisors
Legal Advisor

Advised onUmpqua Holdings Corp. purchases Humboldt Bancorp

Investment Advisor

Advised onUmpqua Holdings Corp. purchases Sterling Financial Corp. (Washington) from Thomas H. Lee Partners LP, Warburg Pincus LLC

Accountant

Advised onUmpqua Holdings Corp. purchases Humboldt Bancorp

Legal Advisor

Advised onUmpqua Holdings Corp. purchases Western Sierra Bancorp

Legal Advisor

Advised onUmpqua Holdings Corp. purchases Sterling Financial Corp. (Washington) from Thomas H. Lee Partners LP, Warburg Pincus LLC

Attorney

Advised onUmpqua Holdings Corp. purchases North Bay Bancorp (Napa, California)

Advisors & Consultants
Legal Advisor

Partner at Davis Polk & Wardwell LLP

Legal Advisor

Of Counsel at Wachtell, Lipton, Rosen & Katz

Key Stats and Financials As of 2018
Market Capitalization
$3.9B
Total Enterprise Value
$4.61B
Earnings Per Share
$1.43
Revenue
$1.34B
Net Profit
$316M
Total Debt
$1.44B
Total Equity
$4.06B
Debt TEV
0.31x
Enterprise Value Sales
3.45x
TEVNet Income
14.58x
Three Year Compounded Annual Growth Rate Of Revenue
2.72%
Five Year Compounded Annual Growth Rate Of Revenue
19.28%
Political Donations
$1,000
2012
$1,000
2010
$1,000
2010
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