Merrill Lynch, Pierce, Fenner & Smith Incorporated

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Overview
Headquarters

8015 W Kenton Cir Ste 200, Huntersville, NC, 28078, US

Type of Company

Private

Industries

Investment Banking & Brokerage

Company Description

Merrill Lynch, Pierce, Fenner & Smith, Inc. (San Francisco), part of Bank of America Corp., is a company headquartered in the United States. The firm provides brokerage and investment banking services.

Contact Data
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Executives & Employees

Chief Technology Strategist

Co Inc General Partner

Co Inc General Partner

Co Inc General Partner

Partner

Relationship Partner

Gmi Equity Linked Capital Markets

Account Executive

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Recent Transactions
Details Hidden

Berry Petroleum Corp. issued USD Common Stock

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Cactus, Inc. issued Class A Voting Common Stock

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Amicus Therapeutics, Inc. issued Common Stock

Transaction Clients
Selling Group Member

Advised on AboveNet, Inc. issued USD Common Stock

Underwriter

Advised on Amicus Therapeutics, Inc. issued Common Stock

Underwriter

Advised on Cactus, Inc. issued Class A Voting Common Stock

Transaction Advisors
Legal Advisor

Advised onAmicus Therapeutics, Inc. issued Common Stock

Legal Advisor

Advised onVisa, Inc. issued . USD Common Stock

Legal Advisor

Advised onBerry Petroleum Corp. issued USD Common Stock

Legal Advisor

Advised onCactus, Inc. issued Class A Voting Common Stock

Advisors & Consultants
Legal Advisor

Partner, San Francisco at Cooley LLP

Legal Advisor

Partner at Davies Ward Phillips & Vineberg LLP

Legal Advisor

Partner at DLA Piper

Clients

Platinum Equity invests in companies located in North America and Western Europe. The firm targets companies operating in the fields of industrials, manufacturing, distribution, IT services & software, telecom, transportation & logistics, entertainment, hospitality government services, natural resources and other services. They provide financing for LBO, growth capital, acquisition, public-to-private and corporate divestiture of non-core asset transactions.

BFM utilizes fixed-income strategies that are actively managed, model or index based. Actively managed fixed-income mandates generally employ an active investment style that emphasizes rotation among different types of debt on a relative value basis, specific security selection, quantitative analysis of each security and the portfolio as a whole and intensive credit analysis and review. They utilize a risk-controlled, systematic process for portfolio construction and alpha generation. Alpha sources may include security selection, duration and yield curve positioning, industry rotation, asset allocation, and currency positioning. BFM's equity platform includes a broad range of products that vary according to investment style (active, scientific and passive management), market-cap (small-, mid-, small/mid-, large- and all-cap), and geography (global, international and regional). The product range may also include sector funds, long-only and long-short portfolios, as well as products that combine different strategies to create balanced and asset allocation portfolios. For cash management portfolios, the investment process emphasizes safety and liquidity over yield. Their alternative mandates focus on sourcing and managing high-alpha investments with lower correlation to public markets and developing a holistic approach to address client needs in alternatives investing.

BIM offers a range of investment solutions from fundamental and quantitative active management to indexing strategies designed to gain broad exposure to the world's capital markets. They offers both US and non-US equity investment strategies using a variety of investment styles including growth, value, core and enhanced equity, that are targeted to specific market-cap ranges, including small-, mid-, small/mid-, large- and all-cap, as well as geographic and industry sectors. The firm also offers alternative asset and multi-asset separate account strategies. The product range may also include sector funds, long-only and long-short portfolios, as well as products that combine different strategies to create balanced and asset allocation portfolios. For certain private investors and other SMA program investment strategies, BIM creates and maintains 'target' portfolios of securities, to which securities are added and from which securities are removed from time to time. The firm utilizes fixed-income strategies that are actively managed, model or index based. Actively managed fixed-income mandates generally employ an active investment style that emphasizes rotation among different types of debt on a relative value basis, specific security selection, quantitative analysis of each security and the portfolio as a whole and intensive credit analysis and review. Model-based institutional strategies typically invest across a broad spectrum of global fixed-income securities as well as currencies, futures and swaps. BIM employs a risk controlled, systematic process for portfolio construction and alpha generation. Alpha sources may include security selection, duration and yield curve positioning, industry rotation, asset allocation, and currency positioning. For institutional index strategies, BIM typically invests in accordance with the risk and return profile of the benchmark either by replicating the index, or utilizing security level or stratified sampling.

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