Private Equity CFOs: We Have Your Back

¹ Events and LP introductions counts as of YE2022.
² Top 20 bank rating as of YE2022.
³ Combined company has total liquidity that covers uninsured deposits by 264%; Source: First Citizens BancShares, 6/30/23.
⁴ Moody’s Investor Service, S&P Global Ratings data as of 4/17/23. All Silicon Valley Bank and First Citizens Bank data as of 6/30/23 unless otherwise indicated.

This material, including without limitation to the statistical information herein, is provided for informational purposes only. The material is based in part on information from third-party sources that we believe to be reliable but which has not been independently verified by us, and, as such, we do not represent the information is accurate or complete. The information should not be viewed as tax, accounting, investment, legal or other advice, nor is it to be relied on in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision. Nothing relating to the material should be construed as a solicitation, offer or recommendation to acquire or dispose of any investment, or to engage in any other transaction.

All credit products and loans are subject to underwriting, credit, and collateral approval. All information contained herein is for informational purposes only and no guarantee is expressed or implied. Rates, terms, programs and underwriting policies subject to change without notice. This is not a commitment to lend. Terms and conditions apply.

SVB Wealth LLC (“SVBW”), SVB Asset Management (“SAM”) and SVB Investment Services Inc. (“SVBIS”) are wholly owned, non-bank subsidiaries of Silicon Valley Bank a division of First-Citizens Bank & Trust Company. SVBW and SAM are SEC-registered investment advisers; SVBIS a registered broker-dealer, Member FINRA and SIPC.

Services offered by SAM, SVBW, or SVBIS are not FDIC insured, not insured by any federal government agency, not bank guaranteed, and may lose value.

Foreign exchange transactions can be highly risky, and losses may occur in short periods of time if there is an adverse movement of exchange rates. Exchange rates can be highly volatile and are impacted by numerous economic, political and social factors as well as supply and demand and governmental intervention, control and adjustments. Investments in financial instruments carry significant risk, including the possible loss of the principal amount invested. Before entering any foreign exchange transaction, you should obtain advice from your own tax, financial, legal, accounting and other advisors and only make investment decisions on the basis of your own objectives, experience and resources.

Silicon Valley Bank is not selling or distributing wine or wine-related products. Silicon Valley Bank provides banking and financial services, along with industry insights to Vineyards and Wineries.

Investment products: