Merrill Lynch, Pierce, Fenner & Smith, Inc.

Merrill Lynch, Pierce, Fenner & Smith, Inc.

Merrill Lynch, Pierce, Fenner & Smith, Inc.

Overview
Date Founded

2009

Headquarters

One Bryant Park New York NY 10036

Type of Company

Private

Employees (Worldwide)

39.3K

Industries

Investment Banking & Brokerage

Company Description

Bank of America Merrill Lynch is the corporate and investment banking division of Bank of America. It provides services in mergers and acquisitions, equity and debt capital markets, lending, trading, risk management, research, and liquidity and payments management. It was formed through the combination of the corporate and investment banking activities of Bank of America and Merrill Lynch following the acquisition of the latter by the former in January 2009.

Contact Data
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Executives & Employees

Executive Chairman, Investment Bank

Co-President, Asia Pacific

Co-President, Asia Pacific

Chief Financial Officer

Interim Chief Financial Officer

Chief Operating Officer

Enterprise Compliance Executive & Chief Operating Officer for Global Compliance

Managing Director & General Counsel

General Counsel, Global Banking & Markets & International

General Counsel of Global Equities, Capital Markets Products & CRE

Board of Directors

Partner & Senior Advisor at My Next Season

Former Chairman & Chief Executive Officer at Webtuner Corp.

Director at Merrill Lynch, Pierce, Fenner & Smith, Inc.

Chief Operating Officer of Global Research & Director at Merrill Lynch, Pierce, Fenner & Smith, Inc.

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Merrill Lynch, Pierce, Fenner & Smith, Inc.
Recent Transactions
Details Hidden

Broadcom, Inc. purchases Symantec Corp. /Enterprise Security Assets from Symantec Corporation

Details Hidden

First Reserve Management LP purchases Trimas Corp. /Lamons Business from TriMas Corp.

Details Hidden

IFM Investors Pty Ltd. (Private Equity) purchases Buckeye Partners LP

Transaction Clients
Investment Advisor

Advised on Clayton Dubilier & Rice LLC purchases Ply Gem Holdings, Inc. from CI Capital Partners LLC

Underwriter

Advised on Americold Realty Trust, Inc. issued USD Common Shares

Underwriter

Advised on At Home Group, Inc. issued USD Common Stock

Transaction Advisors
Legal Advisor

Advised onBayer AG purchases Monsanto Co.

Legal Advisor

Advised onMedtronic, Inc. purchases Covidien Ltd. resulting in a new company Medtronic Plc

Legal Advisor

Advised onThe Williams Cos., Inc. issued Common Stock

Counsel

Advised onUber Technologies, Inc. issued USD Common Stock

Counsel

Advised onFacebook, Inc. issued Class A Common Stock

Counsel

Advised onDoubleline Income Solutions Fund issued Common Stock

Advisors & Consultants
Legal Advisor

General Counsel at Royal Bank of Canada

Legal Advisor

Global Co-Chair, Mergers & Acquisitions Practice Group at Latham & Watkins LLP

Legal Advisor

Partner at Wilson Sonsini Goodrich & Rosati PC

Clients

CalSTRS is administered by a 12-member Teachers' Retirement Board. Their Investment Committee's objectives are set forth in the California Constitution and the California Education Code. The Teachers Retirement Fund is a special trust fund established by law that holds the assets of the following programs: Defined Benefit, Defined Benefit Supplement and Cash Balance Benefit. The assets come from contributions by members, employing school districts and the State of California. The funds investments create a stream of income to add to those assets. The CalSTRS portfolio has broadly diversified holdings in seven categories: Global Equity, Fixed Income, Real Estate, Private Equity, Cash, Inflation Sensitive and Overlay. CalSTRS often engages in shareholder activism.

The Nashville Symphony Association provides live theatrical performances. It is an American symphony orchestra that performs concerts. The company was founded by Walter Sharp in 1945 and is headquartered in Nashville, TN.

CoPERA's trust funds are invested under the direction of a board of trustees. Their investment strategy uses actuarially established asset allocation investment objectives with long-term goals and policies. Assets are diversified into domestic and international stocks, corporate, government, and international bonds, mortgages, real estate and alternative investments. The fund is long-term in nature and the selection of investments is regulated by statutory limitation, investment time horizon, the limits of acceptable risk and the objective of optimizing the total rate of return. The targeted strategic asset allocation is designed to provide an optimal diversification to reduce risk and maximize total rate of return relative to risk. Many of CoPERA's actively managed portfolios are managed by outside sub-advisors.

Non-Profit Donations & Grants
$5,000 +
2017
$10K - $25K
2017
Political Donations
$200
2010
$2,000
2010
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