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Bank of America Merrill Lynch company logo
Asset/Investment Management
FINANCE | Investment Banking
bofaml.com

Investments

39

Portfolio Exits

23

Funds

1

Partners & Customers

10

About 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.

Headquarters Location

100 North Tryon Street

Charlotte, North Carolina, 28255,

United States

212-449-1000

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Expert Collections containing Bank of America Merrill Lynch

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Find Bank of America Merrill Lynch in 1 Expert Collection, including Conference Exhibitors.

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Conference Exhibitors

5,302 items

Latest Bank of America Merrill Lynch News

NiSource Announces Two-Year $900 Million At-The-Market (ATM) Equity Issuance Program

Feb 22, 2024

MERRILLVILLE, Ind.--(BUSINESS WIRE)--NiSource Inc. (NYSE: NI) (“NiSource”) announced today that it has established an “at-the-market” (“ATM”) equity offering program under which it may sell shares of its common stock having an aggregate gross sales price of up to $900 million through December 31, 2025. NiSource has entered into separate equity distribution agreements with each of Barclays Capital Inc., BMO Capital Markets Corp., BofA Securities, Goldman Sachs & Co. LLC, J.P. Morgan Securiti

Bank of America Merrill Lynch Investments

39 Investments

Bank of America Merrill Lynch has made 39 investments. Their latest investment was in Annovis Bio as part of their PIPE on April 04, 2023.

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Bank of America Merrill Lynch Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

4/4/2023

PIPE

Annovis Bio

$7.66M

Yes

2

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

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$99M

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10

1/16/2019

Line of Credit

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$99M

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10

Date

4/4/2023

3/1/2021

1/11/2021

9/5/2019

1/16/2019

Round

PIPE

Debt - II

Debt - II

Line of Credit - II

Line of Credit

Company

Annovis Bio

Zeta Global

Thrasio

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Amount

$7.66M

$222.5M

$500M

$99M

$99M

New?

Yes

Yes

Yes

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Co-Investors

Sources

2

9

7

10

10

Bank of America Merrill Lynch Portfolio Exits

23 Portfolio Exits

Bank of America Merrill Lynch has 23 portfolio exits. Their latest portfolio exit was Visible Alpha on February 20, 2024.

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

2/20/2024

Acquired

$99M

4

12/19/2022

Acquired

$99M

6

6/10/2021

IPO

$99M

Public

1

3/24/2021

Acquired

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$99M

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10

3/2/2019

Asset Sale

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$99M

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10

Date

2/20/2024

12/19/2022

6/10/2021

3/24/2021

3/2/2019

Exit

Acquired

Acquired

IPO

Acquired

Asset Sale

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

Public

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Sources

4

6

1

10

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

$99M

Acq - Fin

1

4/11/2005

Other Venture Capital

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$99M

$99M

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0

Date

7/17/2013

4/11/2005

Investment Stage

Other Venture Capital

Companies

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Valuation

$99M

$99M

Total Funding

$99M

Note

Acq - Fin

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Sources

1

0

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 Goldman Sachs, and Clifford Chance on November 11, 2023.

Date

Type

Business Partner

Country

News Snippet

Sources

11/1/2023

Client, and Vendor

United States, and United Kingdom

1

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

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10

6/27/2019

Vendor

United States

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10

Date

11/1/2023

7/25/2022

7/20/2020

2/3/2020

6/27/2019

Type

Client, and Vendor

Client

Supplier

Licensee

Vendor

Business Partner

Country

United States, and United Kingdom

United States

United Kingdom

Bermuda

United States

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 .

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Sources

1

1

1

10

10

Bank of America Merrill Lynch Team

165 Team Members

Bank of America Merrill Lynch has 165 team members, including current Chief Financial Officer, Rose Marie Blackwood CFA.

Name

Work History

Title

Status

Rose Marie Blackwood CFA

Chief Financial Officer

Current

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Name

Rose Marie Blackwood CFA

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Work History

Title

Chief Financial Officer

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Status

Current

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