Wells Fargo & Co.

Wells Fargo & Co.

Wells Fargo & Co.

Overview
Date Founded

1852

Headquarters

420 MONTGOMERY STREET, SAN FRANCISCO, CA, 94104

Type of Company

Public

Employees (Worldwide)

259K

Industries

Retail & Commercial Banking
Consumer Finance
Holding Companies
Accounting & Financial Services

Company Description

Wells Fargo & Co. is a diversified, community-based financial services company. It is engaged in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. The firm operates through the following segments: Community Banking, Wholesale Banking, Wealth & Investment Management, and Other. The Community Banking segment offers complete line of diversified financial products and services for consumers and small businesses including checking and savings accounts, credit and debit cards, and automobile, student, and small business lending. The Wholesale Banking segment provides financial solutions to businesses across the United States and globally. The Wealth and Investment Management segment includes personalized wealth management, investment and retirement products and services to clients across U.S. based businesses. The Other segment refers to the products of WIM customers served through community banking distribution channels. The company was founded by Henry Wells and William G. Fargo on March 18, 1852 and is headquartered in San Francisco, CA.

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Executives & Employees

Interim President, Chief Executive Officer

Senior Company Counsel & Assistant Secretary

Chief Financial Officer & Senior Executive Vice President

General Counsel

Secretary, Executive Vice President & Deputy General Counsel

Chief Technology Officer

Chief Compliance Officer

Chief Risk Officer & Senior Executive Vice President

Chief Information Officer

Chief Information Security Officer

Board of Directors

Head, Stakeholder Advisory Council at Wells Fargo & Co.

Interim President, Chief Executive Officer at Wells Fargo & Co.

Affiliate Partner at Lindsay Goldberg, LLC

Chief Executive Officer & Director at Kleopatra Holdings 2 SCA

Former Chief Executive Officer at Staples, Inc.

Quality Director at Southern Power Co.

Former Executive Vice President & Chief Financial Officer at Bank of America Corp.

Former Senior Partner at Deloitte LLP

Former Interim Chief Marketing Officer at MetLife, Inc.

Member-Economic Advisory Council at Federal Reserve Bank of San Francisco

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Owners & Shareholders
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Berkshire Hathaway employs the value investing principles of Benjamin Graham. Their investment approach focuses on buying shares of companies as a long-term investment. The firm seeks to invest in businesses that are easy to understand and have high ROE, exceptional management teams and limited debt. Rather than a diversified stock portfolio, Berkshire Hathaway invests in a small number of trusted investments that are overweighed in order to leverage the expected returns. The firm owns stock in a diverse group of over 50 public and private companies in wide range of industries including, but not limited to, manufacturing, retail, energy and finance. Investments are typically financed using the float from Berkshire Hathaway, Inc.'s insurance operations. Securities are sold when the firm no longer feels comfortable with the fundamentals of a company.

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SSgA FM's methods of analysis include quantitative, fundamental, technical, cyclical, indexing, arbitrage, charting and other strategy specific methods. They offer a broad range of strategies including: Active, Enhanced, and Passive Equity; Active & Passive Debt; Cash Management; Multi-Asset Class Solutions; Real Estate (including Direct Real Estate); Senior Loans; Managed Futures; and Private Equity. Active equity strategies include enhanced equity and active quantitative strategies. The strategies cover market-cap and style segments of the market including: large-cap core, large-cap growth, large-cap value, mid-cap, small-cap, small-cap value, all-cap, and long-short equity. They also manage long-short and long-short market neutral strategies. SSgA FM's Active & Passive Debt strategies offers a range of investment styles from passive to active, short to long duration, tax-exempt, sovereign to high yield, and single country to global. The firm's Cash Management strategies seek to generate current income while preserving capital and liquidity by investing in diversified portfolios of short-term securities. SSgA FM's Multi-Asset Class strategies employ an asset allocation model as means of diversification and seek to position assets among major investment categories. Their Multi Asset Class Solutions strategies employ an asset allocation model as a method of diversification that aims to position assets among major investment categories. SSgA FM's Managed Futures strategy allocates assets using two approaches: a managed futures strategy and a fixed income strategy. The firm's Private Equity strategies focus on rigorous partner selection, thorough evaluation of quality investment opportunities, and fundamental, research-driven research.

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PRIMECAP invests primarily common stocks or securities with common stock characteristics, bonds and cash/cash equivalents. The firm utilizes fundamental research and bottom-up stock picking to construct portfolios. The main sources of information for research purposes include financial publications, inspections of corporate activities, research materials by others such as sell-side analysts, companies' annual reports and any related filings and press releases, meetings with executives of companies and their suppliers, competitors, customers, etc. All portfolios are built with the best ideas of each of the managers within the multi-manager investment process. PRIMECAP's investment strategy does not employ short sales or margin transactions, nor does it permit investments in derivatives or currency hedging. The firm follows an investment approach based on four key principles including commitment to fundamental research, long-term investment horizon, emphasis on individual decision-making and focus on value.

Recent Transactions
Details Hidden

Principal Financial Group, Inc. purchases Wells Fargo Bank NA /Institutional Retirement & Trust Bus from Wells Fargo & Co.

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Nationwide Mutual Insurance Company purchases E-Risk Services LLC from Wells Fargo & Co.

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WRKCo, Inc. purchases KapStone Paper & Packaging Corp.

Transaction Clients
Escrow Agent

Advised on Bright Horizons Family Solutions, Inc. issued Common Stock

Investment Advisor

Advised on Laboratory Corporation of America Holdings purchases Covance, Inc.

Investment Advisor

Advised on Umpqua Holdings Corp. purchases Humboldt Bancorp

Transaction Advisors
Auditor

Advised onWells Fargo & Co. issued Common Stock

Accountant

Advised onWells Fargo & Co. purchases First Security Corp. (Utah)

Legal Advisor

Advised onB.P. Marsh & Partners Plc, B.P. Marsh & Co. Ltd. purchase Besso Insurance Group Ltd. from Union Hamilton Reinsurance Ltd.

Legal Advisor

Advised onWells Fargo & Co. purchases General Electric Capital Corp /Finance Businesses (3) from General Electric Company

Chair, Finance & Restructuring Practice

Advised onSouthwire Co. LLC purchases Coleman Cable LLC

Associate/Law Clerk

Advised onAllergan Plc purchases Allergan, Inc.

Advisors & Consultants
Advisor

President & Managing Director at Morgan Stanley Investment Management, Inc.

Legal Advisor

Partner at Jones Day

Legal Advisor

Co-Chair, Commercial Class Action Litigation Practice at Cooley LLP

Clients

Financial Engines, Inc. engages in the provision of financial guidance. Its services include objective, fee-based advice and asset management. The company was founded by William F. Sharpe, Joseph A. Grundfest and Craig W. Johnson in 1996 and is headquartered in Sunnyvale, CA.

BFM utilizes fixed-income strategies that are actively managed, model or index based. Actively managed fixed-income mandates generally employ an active investment style that emphasizes rotation among different types of debt on a relative value basis, specific security selection, quantitative analysis of each security and the portfolio as a whole and intensive credit analysis and review. They utilize a risk-controlled, systematic process for portfolio construction and alpha generation. Alpha sources may include security selection, duration and yield curve positioning, industry rotation, asset allocation, and currency positioning. BFM's equity platform includes a broad range of products that vary according to investment style (active, scientific and passive management), market-cap (small-, mid-, small/mid-, large- and all-cap), and geography (global, international and regional). The product range may also include sector funds, long-only and long-short portfolios, as well as products that combine different strategies to create balanced and asset allocation portfolios. For cash management portfolios, the investment process emphasizes safety and liquidity over yield. Their alternative mandates focus on sourcing and managing high-alpha investments with lower correlation to public markets and developing a holistic approach to address client needs in alternatives investing.

GSO Capital Partners provides investment advice with respect to investments in first lien loans, second lien loans, high yield bonds, distressed securities, mezzanine securities, public and private equity, and derivatives. The firm seeks to capitalize on both long- and short-term inefficiencies in the market by investing across a spectrum of products, often employing a bottom-up analysis, utilizing market technical and fundamental analyses to select investments. There may be occasions when a strategy may be weighted to deep value or be more opportunistic and seek short term gains. GSO's investment strategies include: Senior Direct Lending, Mezzanine, Capital Solutions, Event Driven, and Energy.The firm's Senior Direct Lending Strategy seeks to source and provide privately originated investments that can deliver attractive risk-adjusted returns with strong downside protection, while generating current income through primarily stable, performing credit investments. The strategy focuses on investments that are senior in the capital structure and with a majority of investments secured by floating rate instruments.The firm's Event Driven Strategy seeks to generate superior risk-adjusted returns by investing in an array of securities within the corporate credit market. GSO may invest in both public and private non-investment grade and non-rated securities, including leveraged loans, high yield bonds, distressed securities, common and preferred equity securities, and credit derivatives. The firm offers exposure to this strategy in a hedged, liquid and less concentrated form, or in an un-hedged and more concentrated form, often with less liquidity and greater potential risk.GSO's Mezzanine Strategy makes privately negotiated investments in the leveraged finance marketplace with an emphasis on providing junior capital to companies in connection with LBOs, acquisitions, recapitalizations and growth financings.The firm's Capital Solutions Strategy seeks to provide privately negotiated capital solutions to companies in need of liquidity or capital structure transformation due to, among other things, pending covenant violations, debt maturities, cyclical downturns in their businesses or other funding requirements.GSO's Energy Strategy is designed to generate attractive risk-adjusted returns by originating and investing in transactions in the energy sector and various energy sub-sectors across the capital structure, primarily in debt and preferred equity.

Key Stats and Financials As of 2018
Market Capitalization
$196B
Total Enterprise Value
$558B
Earnings Per Share
$4.28
Revenue
$101B
Net Profit
$22.4B
Total Debt
$335B
Total Equity
$197B
TEVNet Income
24.93x
Debt TEV
0.6x
Enterprise Value Sales
5.5x
Three Year Compounded Annual Growth Rate Of Revenue
3.34%
Five Year Compounded Annual Growth Rate Of Revenue
2.38%
Non-Profit Donations & Grants
$5,000 +
2018
$1M - $3M
2018
Political Donations
Investments
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Saga Resource Partners LLC formed to acquire the Black Warrior Basin assets of Saga Petroleum Corp. and Black Warrior Basin coal-bed methane assets. It was one of the coal-bed methane producers in the Black Warrior Basin of Alabama and has wells of over 170 billion cubic feet of natural gas. It will continue Saga's environmentally sound and operationally efficient drilling and production processes. The company was headquartered in Denver, CO.

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Spandana Sphoorty Financial Ltd. engages in the provision of financial services. It offers general, micro enterprise, individual, income generating, and farm equipment loans. The company was founded by Gangi Padmaja Reddy in 1998 and is headquartered in Hyderabad, India.

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OpenFin, Inc. develops platform for financial services industry. It offers tools for financial desktop development such as windowing application program interface, excel API, language adapters, system API, embedded control, and inter-app messaging API. The company was founded by Charles F. Doerr and Mazy Dar in 2010 and is headquartered in New York, NY.

Investors
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Life Peer at United Kingdom House of Lords

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Founder at Colville Capital LLC

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Chief Executive Officer at Perella Weinberg Partners Group LP

Suppliers
Corporate Office Properties Trust, Inc. Real Estate Investment Trusts | Columbia, MD

Corporate Office Properties Trust, Inc. is a real estate investment trust, which acquires, develops, manages, sells, and leases out office properties and data centers. The firm operates through the following segments: Defense/Information Technology Locations, Regional Office, Wholesale Data Center, and Other. The company was founded in 1988 and is headquartered in Columbia, MD.

Radian Group, Inc. Insurance: Property & Casualty | PHILADELPHIA , PA

Headquartered in Philadelphia, Radian connects lenders, homebuyers, investors and loan servicers using a suite of private mortgage insurance and related risk management products and services. We help promote and preserve the tradition of homeownership while protecting lenders from default-related losses on residential first mortgages. We also facilitate the sale of low-downpayment mortgages in the secondary market. Our commitment to homeownership is built on a foundation of evaluating credit risk; we help clients and investors expertly and prudently manage risk in any market condition. Radian Group Inc. is traded on the New York Stock Exchange under the symbol RDN.

Ixia Solutions Group Internet Software & Services | Calabasas, CA

Ixia Solutions Group provides multi-port network performance analysis services. The firm's products and services include test applications, security products, visibility products, cloud, performance monitoring, test hardware, training, testing as a service and test consulting. It offers architecture, technologies and segments. The company was founded by Errol Ginsberg and Jean-Claude Asscher on May 27, 1997 and is headquartered in Calabasas, CA.

Awards & Honors
Rank #27
2016
Fortune Magazine - Fortune 1000 Companies
Sponsored by Fortune Magazine
Rank #27
2016
Fortune Magazine - Fortune 500 Companies
Sponsored by Fortune Magazine
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