Mar 27, 2023

SVB / First Citizens - What Happens to Employees?

Anyone have any color on what's going to happen to SVB employees (strictly talking the bank subsidiary) after First Citizen's purchase of its Assets? I'm assuming most will be let go (if not right away, in the coming months), but ultimately not sure what that looks like.

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This is a really interesting transaction and does not make a lot of sense to me (as a commercial banker on the ground in the Southeast which is FCB's traditional stomping grounds). FCB is an extremely conservative bank, so their existing culture is simply not going to mesh well with the type of exposures they got from SIVB. Clearly, the deposits were not sticky so there's no brand value associated with SVB and it had practically no consumer deposit base. If I had to speculate, it's a way for FCB to put their cash to use and gain high(er) margin loans on the cheap at a time when their loan growth is probably drying up fast. Buy a year's worth of marginal income quickly, boost EPS, work through the loan book and run off anything that doesn't fit in the box, and maybe pick up some institutional expertise on venture debt along the way. 

I would guess that most staff will be fine through the date of systems conversion. After that, I'd expect consolidation in the branch network followed by systematic reduction in front/mid/back office staff as loans run off. 

"And where we had thought to be alone we shall be with all the world"
 

Pretty sure FCB plays a decent role in pro rata Sponsor Finance, they might not be quite as conservative as you think. Not sure, don't deal with them all too often.

FCB did release a presentation after I posted this and had this comment in there: "Retaining employees in the acquired revenue-producing businesses and those necessary to manage operations to support those businesses."

 

That's interesting. I am wholly unfamiliar with their specialty LOBs - but in their plain vanilla "generalist" commercial banking space; they are absolutely among the most conservative in the marketplace (in the Southeast anyway). I wonder then if they aren't doing a Bank OZK move where they'll play straight-laced in their Main Street portfolio but have a specialty group or group that gets jiggy with it using a separate rule-book for those specialty exposures. 

"And where we had thought to be alone we shall be with all the world"
 

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