The Cavner Team: A Leading Bank Broker Tiburon Research December 26, 2018
The Cavner Team Comments 2 Founded in XXXX Based in XXXX Source: Tiburon Research & Analysis 2
The Cavner Team History The Cavner Team was Founded in XXXX and Has Subsequently Evolved through its Early, Middle, & Recent Phases The Cavner Team History The Cavner Team Founded The Cavner Team Today Early Phase Middle Phase Recent Phase Approximate Dates: XXXX XXXX - XXXX XXXX - XXXX XXXX - 2019 2019 Key Steps: XXXX: The Cavner Team founded XXXX: -- XXXX: -- XXXX: -- Source: Tiburon Research & Analysis 3
The Cavner Team was Founded in XXXX Comments Founded in XXXX Based in XXXX Source: Tiburon Research & Analysis 4
The Cavner Team is Not a Frequent Advertiser Comments -- Source: Tiburon Research & Analysis 5
The Cavner Team Has a Web Site with XXXX Core Sections, Including __ -- -- -- -- - -- Source: Tiburon Research & Analysis 6
The Cavner Team Has a Charitable Giving Program Comments -- Source: Tiburon Research & Analysis 7
The Cavner Team is Not a Frequent Acquirer Comments -- Source: Tiburon Research & Analysis 8
The Cavner Team Has Employees Source: Tiburon Research & Analysis 9
The Cavner Team Serves Clients Source: Tiburon Research & Analysis 10
The Cavner Team Has Gathered Accounts Source: Tiburon Research & Analysis 11
The Cavner Team Has an $___ Average Account Size Source: Tiburon Research & Analysis 12
The Cavner Team Has Gathered Assets Under Administration ($ Millions) Source: Tiburon Research & Analysis 13
The Cavner Team Generates Revenues ($ Millions) Source: Tiburon Research & Analysis 14
The Cavner Team Earns $___ Million Net Profits ($ Millions) Source: Tiburon Research & Analysis 15
The Cavner Team Provides a Number of Services, Including… -- -- -- -- -- Source: Tiburon Research & Analysis 16
The Cavner Team’s First Service is ___ Comments -- Source: Tiburon Research & Analysis 17
The Cavner Team’s Second Service is ___ Comments -- Source: Tiburon Research & Analysis 18
The Cavner Team is Led by … Organizational Chart -- -- -- -- -- -- Source: Tiburon Research & Analysis 19
The Cavner Team Has a Board of Directors Led by its Chairman… -- -- -- -- -- -- -- -- -- -- Source: Tiburon Research & Analysis
The Cavner Team is Privately Owned Comments -- Source: Tiburon Research & Analysis 21
The Cavner Team Has Assets ($ Millions) Source: Tiburon Research & Analysis 22 22 22
The Cavner Team Has Liabilities ($ Millions) Source: Tiburon Research & Analysis 23 23 23
The Cavner Team Has Shareholders’ Equity ($ Millions) Source: Tiburon Research & Analysis 24 24 24
The Cavner Team Earns … Per Share Earnings Per Share Source: Tiburon Research & Analysis 25 25 25
The Cavner Team Declares … Dividends Per Share Source: Tiburon Research & Analysis 26 26 26
The Cavner Team Has a … Dividend Yield Source: Tiburon Research & Analysis 27 27 27
The Cavner Team’s Stock Price is … Source: Tiburon Research & Analysis 28 28 28
The Cavner Team Has … Shares Outstanding Source: Tiburon Research & Analysis 29 29 29
The Cavner Team’s Market Capitalization is … ($ Millions) Source: Tiburon Research & Analysis 30 30 30
The Cavner Team is Owned by …. Ownership By Owner Source: Tiburon Research & Analysis 31 31 31
The Cavner Team’s Stock Volume is…. Source: Tiburon Research & Analysis 32 32 32
Tiburon Strategic Advisors Comments Focus on corporate-level strategy Serve senior executives only at financial services companies Key services: market seminars, market research, & strategy consulting Served over 450 corporate clients and completed over 2,200 projects since 1998 Host semi-annual CEO Summits, offer free weekly research releases, and offer free business benchmarking tools for all types of advisors Chip Roame background McKinsey & Company Charles Schwab & Company Tiburon since 1998 Source: Tiburon Research & Analysis 33 33