Everbank, now TIAA Bank, is a Jacksonville, Florida based diversified financial services company providing banking, mortgage, and investing services to commercial entities and consumers. At the time of its sale to TIAA in 2017, EverBank had over $25 billion in assets and was a leading online depository institution.

Date of Investment: July 2008
Exit Date: November 2016
Exit Type: Strategic Sale to TIAA
Sageview Contact(s):

Sageview Value-Add

  • Operations

    • Led efforts to improve returns via focus on business-unit economics and peer benchmarking
  • Human Resources

    • Served as Lead Board Director and head of the Compensation Committee
  • M&A

    • Helped to evaluate and execute on several accretive acquisitions, including making introduction to largest acquisition completed
  • Capital Markets

    • Advised company through multiple capital raises and IPO in 2012