Merrill Lynch, Pierce, Fenner & Smith Inc.

Merrill Lynch, Pierce, Fenner & Smith Inc.

Merrill Lynch, Pierce, Fenner & Smith Inc.

Date Founded



One Bryant Park New York NY 10036

Type of Company


Employees (Worldwide)



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

Chairman of the Board, Chief Executive Officer & Director

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

General Counsel, Global Banking & Markets & International

Managing Director & General Counsel

General Counsel of Global Equities, Capital Markets Products & CRE

Board of Directors

Chief Operating Officer at Bank of America Corp.

Vice Chairman of Global Wealth & Investment Management at Merrill Lynch International (United Kingdom)

Professional at Prudential PLC

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

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

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Recent Transactions
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Uber Technologies, Inc. issued USD Common Stock and Up to USD Common Stock

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Headhunter Group Plc issued Up to USD American Depositary Shares

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Cortexyme, Inc. issued USD Common Stock and Up to USD Common Stock

Transaction Clients

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


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

Investment Advisor

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

Transaction Advisors
Legal Advisor

Advised onBayer AG purchases Monsanto Co.

Legal Advisor

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

Legal Advisor

Advised onThe Williams Cos., Inc. issued Common Stock


Advised onFirst Data Corporation issued USD Common Stock


Advised onFacebook, Inc. issued Class A Common Stock


Advised onDoubleline Income Solutions Fund issued Common Stock

Advisors & Consultants
Legal Advisor

General Counsel at Royal Bank of Canada

Legal Advisor

Partner at Wilson Sonsini Goodrich & Rosati PC

Legal Advisor

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


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 +
$5,000 +
$50K - $100K
Political Donations
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