Investments
38Portfolio Exits
22Funds
1Partners & Customers
10About Bank of America Merrill Lynch
Bank of America Merrill Lynch is an American multinational investment bank division under the auspices of Bank of America. It provides services in mergers and acquisitions, equity and debt capital markets, lending, trading, risk management, research and liquidity and payment management. It was formed through the combination of the corporate and investment banking activities of Bank of America and Merrill Lynch & Co.
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CB Insights Intelligence Analysts have mentioned Bank of America Merrill Lynch in 4 CB Insights research briefs, most recently on Oct 18, 2022.
Oct 18, 2022
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Mar 15, 2022 report
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Oct 26, 2020 report
Killing The I-Bank: The Disruption Of Investment BankingLatest Bank of America Merrill Lynch News
Mar 28, 2023
This report was sent to Briefing.com subscribers earlier today. Upgrades: > Carnival (CCL) upgraded to Equal Weight from Underweight at Wells Fargo; tgt $9 > Ciena (CIEN) upgraded to Strong Buy from Outperform at Raymond James; tgt raised to $70 > Easterly Government Properties (DEA) upgraded to Buy from Neutral at Compass Point; tgt $17 > Elevance Health (ELV) upgraded to Outperform from Sector Perform at RBC Capital Mkts; tgt raised to $572 > Encore Capital (ECPG) upgraded to Buy from Neutral at Janney > FactSet (FDS) upgraded to Neutral from Sell at Redburn > Genesco (GCO) upgraded to Buy from Neutral at Seaport Research Partners; tgt $50 > Occidental Petro (OXY) upgraded to Outperform from Market Perform at TD Cowen; tgt raised to $70 > PagSeguro Digital (PAGS) upgraded to Buy from Neutral at Citigroup; tgt $12 > Paramount Global (PARA) upgraded to Buy from Neutral at BofA Securities; tgt raised to $32 > Parsons (PSN) upgraded to Outperform from Mkt Perform at William Blair > The Real Brokerage (REAX) upgraded to Buy from Long-Term Buy at Singular Research; tgt $2.20 Downgrades: > iHeartMedia (IHRT) downgraded to Underperform from Neutral at BofA Securities; tgt lowered to $4 > Marathon Petroleum (MPC) downgraded to Neutral from Overweight at JP Morgan; tgt raised to $149 > Williams Cos (WMB) downgraded to Hold from Buy at Truist; tgt $31 Others: > Blink Charging (BLNK) initiated with an Equal Weight at Barclays; tgt $11 > Bowlero (BOWL) initiated with a Buy at Stifel; tgt $26 > Carrier Global (CARR) initiated with an Outperform at Oppenheimer; tgt $51 > Foghorn Therapeutics (FHTX) initiated with a Buy at BofA Securities; tgt $10 > Geron (GERN) initiated with a Neutral at Goldman; tgt $3 > Gritstone bio (GRTS) initiated with a Buy at B. Riley Securities; tgt $8 > Lennox Int’l (LII) initiated with a Perform at Oppenheimer > Repligen (RGEN) initiated with a Buy at The Benchmark Company; tgt $230 > Trane (TT) initiated with a Perform at Oppenheimer > Ulta Beauty (ULTA) initiated with a Buy at Canaccord Genuity; tgt $622 Sponsored: Find a Qualified Financial Advisor Finding a qualified financial advisor doesn’t have to be hard. SmartAsset’s free tool matches you with up to 3 fiduciary financial advisors in your area in 5 minutes. Each advisor has been vetted by SmartAsset and is held to a fiduciary standard to act in your best interests. If you’re ready to be matched with local advisors that can help you achieve your financial goals, get started now .
Bank of America Merrill Lynch Investments
38 Investments
Bank of America Merrill Lynch has made 38 investments. Their latest investment was in Zeta Global as part of their Debt - II on March 3, 2021.
Bank of America Merrill Lynch Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
|---|---|---|---|---|---|---|
3/1/2021 | Debt - II | Zeta Global | $222.5M | Yes | 9 | |
1/11/2021 | Debt - II | Thrasio | $500M | Yes | 7 | |
9/5/2019 | Line of Credit - II | Nexperia | $1,500M | No | ABN AMRO, BofA Securities, and HSBC | 4 |
1/16/2019 | Line of Credit | |||||
8/13/2018 | Line of Credit |
Date | 3/1/2021 | 1/11/2021 | 9/5/2019 | 1/16/2019 | 8/13/2018 |
|---|---|---|---|---|---|
Round | Debt - II | Debt - II | Line of Credit - II | Line of Credit | Line of Credit |
Company | Zeta Global | Thrasio | Nexperia | ||
Amount | $222.5M | $500M | $1,500M | ||
New? | Yes | Yes | No | ||
Co-Investors | ABN AMRO, BofA Securities, and HSBC | ||||
Sources | 9 | 7 | 4 |
Bank of America Merrill Lynch Portfolio Exits
22 Portfolio Exits
Bank of America Merrill Lynch has 22 portfolio exits. Their latest portfolio exit was Acadia on December 19, 2022.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
|---|---|---|---|---|---|
12/19/2022 | Acquired | 6 | |||
6/10/2021 | IPO | Public | 1 | ||
3/24/2021 | Acquired | 10 | |||
Date | 12/19/2022 | 6/10/2021 | 3/24/2021 | ||
|---|---|---|---|---|---|
Exit | Acquired | IPO | Acquired | ||
Companies | |||||
Valuation | |||||
Acquirer | Public | ||||
Sources | 6 | 1 | 10 |
Bank of America Merrill Lynch Acquisitions
2 Acquisitions
Bank of America Merrill Lynch acquired 2 companies. Their latest acquisition was REDI Holdings on July 17, 2013.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
|---|---|---|---|---|---|---|
7/17/2013 | Acq - Fin | 1 | ||||
4/11/2005 | Other Venture Capital |
Date | 7/17/2013 | 4/11/2005 |
|---|---|---|
Investment Stage | Other Venture Capital | |
Companies | ||
Valuation | ||
Total Funding | ||
Note | Acq - Fin | |
Sources | 1 |
Bank of America Merrill Lynch Fund History
1 Fund History
Bank of America Merrill Lynch has 1 fund, including BA Private Equity Direct LP.
Closing Date | Fund | Fund Type | Status | Amount | Sources |
|---|---|---|---|---|---|
BA Private Equity Direct LP | Buyouts & Acquisitions | Open | 1 |
Closing Date | |
|---|---|
Fund | BA Private Equity Direct LP |
Fund Type | Buyouts & Acquisitions |
Status | Open |
Amount | |
Sources | 1 |
Bank of America Merrill Lynch Partners & Customers
10 Partners and customers
Bank of America Merrill Lynch has 10 strategic partners and customers. Bank of America Merrill Lynch recently partnered with LMP Motors on July 7, 2022.
Date | Type | Business Partner | Country | News Snippet | Sources |
|---|---|---|---|---|---|
7/25/2022 | Client | United States | 1 | ||
7/20/2020 | Supplier | United Kingdom | BofA Global Research to contribute to Refinitiv’s Aftermarket Research collection Through this partnership , Refinitiv will serve as the exclusive aftermarket provider of BofA Global Research to professionals within the financial services sector ; legal , accounting and advisory services firms ; and academic institutions and government agencies . | 1 | |
2/3/2020 | Licensee | Bermuda | Athene Enhances Its Fixed Indexed Annuity Lineup. EquBot , Inc. and HSBC Holdings plc 's only relationship to the Company is the licensing of the AiPEX Index and AiPEX for certain purposes . | 1 | |
6/27/2019 | Vendor | ||||
6/26/2019 | Vendor, and Client |
Date | 7/25/2022 | 7/20/2020 | 2/3/2020 | 6/27/2019 | 6/26/2019 |
|---|---|---|---|---|---|
Type | Client | Supplier | Licensee | Vendor | Vendor, and Client |
Business Partner | |||||
Country | United States | United Kingdom | Bermuda | ||
News Snippet | BofA Global Research to contribute to Refinitiv’s Aftermarket Research collection Through this partnership , Refinitiv will serve as the exclusive aftermarket provider of BofA Global Research to professionals within the financial services sector ; legal , accounting and advisory services firms ; and academic institutions and government agencies . | Athene Enhances Its Fixed Indexed Annuity Lineup. EquBot , Inc. and HSBC Holdings plc 's only relationship to the Company is the licensing of the AiPEX Index and AiPEX for certain purposes . | |||
Sources | 1 | 1 | 1 |
Bank of America Merrill Lynch Team
157 Team Members
Bank of America Merrill Lynch has 157 team members, including current Chief Financial Officer, Rose Marie Blackwood CFA.
Name | Work History | Title | Status |
|---|---|---|---|
Rose Marie Blackwood CFA | Scotia Capital, Scotiabank, and PwC | Chief Financial Officer | Current |
Name | Rose Marie Blackwood CFA | ||||
|---|---|---|---|---|---|
Work History | Scotia Capital, Scotiabank, and PwC | ||||
Title | Chief Financial Officer | ||||
Status | Current |
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