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Investment Bank
FINANCE | Asset/Financial Management
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Investments

162

Portfolio Exits

82

Funds

4

Partners & Customers

10

Service Providers

3

About Merrill

Merrill is a wealth management business. The strategies its financial advisors offer go beyond investment management to include college savings strategies, retirement planning. eldercare, philanthropy, estate planning services, small business services, and access to cash management & banking strategies.

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Research containing Merrill

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CB Insights Intelligence Analysts have mentioned Merrill in 4 CB Insights research briefs, most recently on Jan 23, 2023.

Latest Merrill News

UBS adds two teams from Merrill Lynch

Jan 27, 2023

The Klinger Quan Group, which manages more than $1 million, joins in San Francisco, while David Sacharko and Sean Siana, with $340 million, join in Hartford, Connecticut. January 27, 2023 UBS Wealth Management USA announced the addition of two teams of advisors from Merrill Lynch: the San Francisco-based Klinger Quan Group, which manages more than $1 million in assets, and Hartford, Connecticut-based David Sacharko and Sean Siana, who oversee $340 million in assets. The Klinger Quan Group is led by Jeffrey Klinger and Bradley Quan, who are joining UBS from Merrill Lynch Private Wealth Management. Prior to joining Merrill in 2013, Klinger spent five years at Credit Suisse and worked in the private wealth management division at Lehman Brothers. Quan also joined Merrill in 2013 from Credit Suisse; he began his career in 2003 as a business analyst at Lehman Brothers. David Sacharko and Sean Siana, who operate as the KSS Group, are joining UBS from Merrill Lynch Wealth Management, along with a staffer. Sacharko had been affiliated with Merrill since 2004, according to his BrokerCheck report. Siana joined Merrill Lynch Wealth Management in 2014.

Merrill Investments

162 Investments

Merrill has made 162 investments. Their latest investment was in NavInfo as part of their PIPE on February 2, 2021.

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Merrill Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

2/23/2021

PIPE

NavInfo

$618.56M

Yes

2

7/23/2020

Series A - III

BRAVO

$4.28M

Yes

5

11/1/2017

Biz Plan Competition

InvestSure

$0.06M

Yes

2

5/23/2014

Loan

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$99M

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10

3/3/2014

Debt

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10

Date

2/23/2021

7/23/2020

11/1/2017

5/23/2014

3/3/2014

Round

PIPE

Series A - III

Biz Plan Competition

Loan

Debt

Company

NavInfo

BRAVO

InvestSure

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Amount

$618.56M

$4.28M

$0.06M

$99M

New?

Yes

Yes

Yes

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Co-Investors

Sources

2

5

2

10

10

Merrill Portfolio Exits

82 Portfolio Exits

Merrill has 82 portfolio exits. Their latest portfolio exit was Hertz on March 02, 2021.

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

3/2/2021

Asset Sale

$99M

2

2/3/2021

IPO

$99M

Public

6

4/17/2020

Merger

$99M

6

4/4/2019

IPO

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$99M

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10

9/26/2018

IPO

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$99M

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10

Date

3/2/2021

2/3/2021

4/17/2020

4/4/2019

9/26/2018

Exit

Asset Sale

IPO

Merger

IPO

IPO

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

Public

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Sources

2

6

6

10

10

Merrill Acquisitions

13 Acquisitions

Merrill acquired 13 companies. Their latest acquisition was Primax Electronics on September 17, 2007.

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

9/17/2007

$99M

Take Private

1

8/2/2007

$99M

Leveraged Buyout

1

3/14/2007

$99M

Acquired

1/29/2007

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$99M

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10

11/17/2006

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$99M

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10

Date

9/17/2007

8/2/2007

3/14/2007

1/29/2007

11/17/2006

Investment Stage

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

Note

Take Private

Leveraged Buyout

Acquired

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Sources

1

1

10

10

Merrill Fund History

4 Fund Histories

Merrill has 4 funds, including ACP Power & Energy VII Real Asset Fund.

Closing Date

Fund

Fund Type

Status

Amount

Sources

2/7/2020

ACP Power & Energy VII Real Asset Fund

$20.08M

1

1/4/2019

LLCP Structured Equity Access Fund VI

$99M

10

6/3/2014

Blackstone Capital Holdings Fund (Offshore) LP

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$99M

10

CVP A

10

Closing Date

2/7/2020

1/4/2019

6/3/2014

Fund

ACP Power & Energy VII Real Asset Fund

LLCP Structured Equity Access Fund VI

Blackstone Capital Holdings Fund (Offshore) LP

CVP A

Fund Type

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Status

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Amount

$20.08M

$99M

$99M

Sources

1

10

10

10

Merrill Partners & Customers

10 Partners and customers

Merrill has 10 strategic partners and customers. Merrill recently partnered with Goldman Sachs on October 10, 2022.

Date

Type

Business Partner

Country

News Snippet

Sources

10/11/2022

Vendor

United States

Goldman Sachs Adds Its First Breakaway RIA, Picking Up $1B Merrill Team

Through BHPW 's relationship with Goldman Sachs , the RIA said , it `` will be able to provide their clients with sophisticated wealth management solutions backed by a highly respected brand in the marketplace . ''

1

6/27/2019

Vendor

United States

1

8/6/2018

Vendor

United States

FactSet selected as primary market data provider for Merrill Lynch Wealth Management

FactSet , a global provider of integrated financial information , analytical applications , and industry-leading services , today announced it has been selected to be the primary market data provider for Merrill Lynch .

4

4/19/2018

Partner

United States

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10

5/24/2017

Vendor

United States

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10

Date

10/11/2022

6/27/2019

8/6/2018

4/19/2018

5/24/2017

Type

Vendor

Vendor

Vendor

Partner

Vendor

Business Partner

Country

United States

United States

United States

United States

United States

News Snippet

Goldman Sachs Adds Its First Breakaway RIA, Picking Up $1B Merrill Team

Through BHPW 's relationship with Goldman Sachs , the RIA said , it `` will be able to provide their clients with sophisticated wealth management solutions backed by a highly respected brand in the marketplace . ''

FactSet selected as primary market data provider for Merrill Lynch Wealth Management

FactSet , a global provider of integrated financial information , analytical applications , and industry-leading services , today announced it has been selected to be the primary market data provider for Merrill Lynch .

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Sources

1

1

4

10

10

Merrill Service Providers

3 Service Providers

Merrill has 3 service provider relationships

Service Provider

Associated Rounds

Provider Type

Service Type

Counsel

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Service Provider

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Associated Rounds

Provider Type

Counsel

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Service Type

Partnership data by VentureSource

Merrill Team

293 Team Members

Merrill has 293 team members, including current Chief Financial Officer, Carl Colletti.

Name

Work History

Title

Status

Carl Colletti

Chief Financial Officer

Current

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Name

Carl Colletti

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Work History

Title

Chief Financial Officer

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Status

Current

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