Silicon Valley Bank Mergers and Acquisitions Presentation Deck
Combined platform well-positioned to capture
compelling market opportunity
+ SVB's leadership position in the innovation economy and
large balance sheet
+ Boston Private's broad product set and advanced technology
+ Complementary talent and offerings
Advisory solutions
HNW/UHNW advisory
Tax planning
Philanthropy
Trust services
Estate planning
Investment solutions
Impact investing
Investments focused on the
innovation economy*
Broker-dealer
Banking solutions
Mortgages
Securities-based lending
Private stock lending
Specialty commercial lending
Full private banking payment
solutions
svb >
svb> BOSTON
PRIVATE
Private Bank
Partial
Combined
Combined → Premier private banking and wealth platform
with deep wealth management and
innovation economy expertise
Trusted advisor
Comprehensive
planning
Exclusive access
Sophisticated
solutions
Next generation
digital platform
Large balance sheet
* E.g., fund of funds, venture capital and direct investments in private innovation companies.
to prepare for liquidity and life events
to events, insights and investment
opportunities in the innovation economy*
to address equity compensation,
concentrated stock positions and
non-liquid assets
"Always on" digitally enabled interactions
and improved efficiencies
to support clients' borrowing needs
Acquisition of Boston Private
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