Umpqua Holdings Corp.

Umpqua Holdings Corp.

Umpqua Holdings Corp.

Overview
Date Founded

1998

Headquarters

One SW Columbia Street,Suite 1200,Portland, OR 97258

Type of Company

Public

Employees (Worldwide)

3,920

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.

Contact Data
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Executives & Employees

President & Chief Executive Officer

Executive Vice President & Chief Financial Officer

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

Chief Risk Officer & Executive Vice President

Chief Communications Officer & Executive Vice President

Senior Executive Vice President/Chief Banking Officer

Chief People Officer & Executive Vice President

Chief Auditor & Executive Vice President

Chief Credit Officer

Executive Vice President/Head of Retail Banking

Board of Directors

Former Chief Executive Officer & President at Portland General Electric Company

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

Former President & Chief Operating Officer at Columbia Sportswear Co.

President & Chief Executive Officer at Portland General Electric Company

Co-Founder at Enli Health Intelligence Corp.

Former Executive Vice President & Chief Financial Officer at Textainer Group Holdings Ltd.

General Manager & Head-Consumer Business at Kohler Co.

President & Chief Executive Officer at Umpqua Holdings Corp.

Secretary at The Chamber of Medford/Jackson County

Treasurer at Neighborhood Coalition for Shelter, 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 bottom-up fundamental analysis is the primary basis for their investment decision making process. The firm seeks to achieve above-average long-term risk adjusted returns through emphasis on high quality equity or debt instruments judged by Atlanta Capital to 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).

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Cooke & Bieler is a domestic equity value manager that employs a “High Quality, Low Risk” long-term approach. The firm is an active, bottom-up managers who study the fundamental characteristics of companies and the industries in which they operate to reach a conclusion on their quality and intrinsic value. Their security analysis also emphasizes research meetings and interviews with corporate management. Cooke & Bieler seeks to take advantage of short-term but fixable problems, either industry-wide or company-specific. The firm provides investment advice with respect to the following strategies: Large-Cap Value, Mid-Cap Value, All-Cap Value, Small-Cap Value, SMID-Cap Value, Concentrated Value and Balanced.

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SFM is a value-oriented manager which utilizes a team approach to portfolio management and seeks to provide clients with superior long-term investment results that consistently outperform their benchmark objectives and expectations. The firm employs both fundamental and quantitative bottom-up research.

Recent Transactions
Details Hidden

Steward Partners Global Advisory LLC purchases Umpqua Investments, Inc. from Umpqua Holdings Corp.

Details Hidden

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

Details Hidden

Independent Power Corp. Plc /Earl purchases Independent Power Corp. Plc from Umpqua Holdings Corp.

Insider Transactions
Details Hidden
Details Hidden
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 2020
Market Capitalization
$4.12B
Total Enterprise Value
$4.47B
Earnings Per Share
$-6.92
Revenue
$1.42B
Net Profit
$-1.52B
Total Equity
$2.7B
Total Debt
$1.6B
Enterprise Value / Sales
3.16x
TEVNet Income
-2.94x
Debt TEV
0.36x
Three Year Compounded Annual Growth Rate Of Revenue
4.47%
Non-Profit Donations & Grants
Political Donations
$1,000
2012
$1,000
2010
$1,000
2010
Suppliers
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Blackbaud, Inc. engages in the provision of cloud-based and on-premises software solutions and related services for the global philanthropic community. It offers solutions for fundraising and constituent relationship management (CRM), marketing, advocacy, accounting, peer-to-peer fundraising, corporate social responsibility (CSR), school management, ticketing, financial management, payment processing, and analytics. The company was founded by Anthony E. Bakker in 1981 and is headquartered in Charleston, SC.

Competitors
Wintrust Financial Corp. Retail & Commercial Banking - Rosemont, IL

Wintrust Financial Corp. is a bank holding company, which engages in the provision of banking and financial services. It operates through the following segments: Community Banking, Specialty Finance, and Wealth Management. The Community Banking segment provides community-oriented, personal and commercial banking services to customers located in its market area. The Specialty Finance segment offers financing of insurance premiums for businesses and individuals; accounts receivable financing, value-added, out-sourced administrative services; and other specialty finance businesses. The Wealth Management segment offers wealth management services through Wintrust Investments, CTC, Great Lakes Advisors and CDEC; trust and investment services, tax-deferred like-kind exchange services, asset management, securities brokerage services and 401(k) and retirement plan services. The company was founded by Edward Joseph Wehmer on December 30, 1992 and is headquartered in Rosemont, IL.

BOK Financial Corporation Retail & Commercial Banking - Tulsa, OK

BOK Financial's overall growth objective is to increase long-term value by building on existing market leadership throughout the state of Oklahoma and expanding into high-growth metropolitan areas in the region. BOK Financial began its regional expansion with two small acquisitions in the Dallas area in 1997 and has grown average assets in Texas to nearly $5 billion. Today over half of BOK Financial's loans are attributed to markets outside of Oklahoma. One of BOK Financial's notable strengths is its diverse revenue streams. Noninterest revenue consistently represents more than 40% of total revenue. BOK Financial offers a broad range of financial products and services, including cash management services, mortgage banking, and brokerage and trading services to middle-market and small businesses, financial institutions and consumers. BOK Financial's vision is to provide sophisticated nationally competitive products with personal responsive client service. BOK Financial's balanced strategies have withstood varying economic cycles. By staying focused on core objectives which include investing in top talent, maintaining diverse revenue streams and expanding its presence in the region, BOK Financial has grown from a $2 billion Oklahoma bank to a $25 billion regional financial services company. BOK Financial's proven strategies create value for shareholders, clients, employees and communities

Signature Bank - New York Retail & Commercial Banking - New York, NY

Signature Bank engages in the provision of commercial banking services. It operates through the Commercial Banking and Specialty Finance segments. The Commercial Banking segment comprises of commercial real estate lending, commercial and industrial lending, and commercial deposit gathering activities. The Specialty Finance segment consists of financing and leasing products. The company was founded by John Tamberlane, Scott Aaron Shay, and Joseph J. DePaolo in September 2000 and is headquartered in New York, NY.

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