
Investments
162Portfolio Exits
82Funds
4Partners & Customers
10Service Providers
3About 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
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned Merrill in 4 CB Insights research briefs, most recently on Jan 23, 2023.

Jan 23, 2023
442 startup failure post-mortems
Oct 18, 2022
How blockchain could disrupt banking
Oct 26, 2020 report
Killing The I-Bank: The Disruption Of Investment BankingLatest Merrill News
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.

Merrill Investments Activity

Date | Round | Company | Amount | New? | Co-Investors | Sources |
---|---|---|---|---|---|---|
2/23/2021 | PIPE | NavInfo | $618.56M | Yes | Aegon-Industrial Fund, CCB International, Chase Bank, Chengdu Tianfu Intelligent Network, China Galaxy Securities, E-Town International Investment & Development, FAW Capital, Guotai Junan Securities, JT Asset Management, Lexin Investment, Longsheng Asset, Merrill, Qiang Lv, SDIC Gaoxin Industrial Investment, UBS, and Undisclosed Investors | 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 | |||||
3/3/2014 | Debt |
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 | ||
Amount | $618.56M | $4.28M | $0.06M | ||
New? | Yes | Yes | Yes | ||
Co-Investors | Aegon-Industrial Fund, CCB International, Chase Bank, Chengdu Tianfu Intelligent Network, China Galaxy Securities, E-Town International Investment & Development, FAW Capital, Guotai Junan Securities, JT Asset Management, Lexin Investment, Longsheng Asset, Merrill, Qiang Lv, SDIC Gaoxin Industrial Investment, UBS, and Undisclosed Investors | ||||
Sources | 2 | 5 | 2 |
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 | 2 | |||
2/3/2021 | IPO | Public | 6 | ||
4/17/2020 | Merger | 6 | |||
Date | 3/2/2021 | 2/3/2021 | 4/17/2020 | ||
---|---|---|---|---|---|
Exit | Asset Sale | IPO | Merger | ||
Companies | |||||
Valuation | |||||
Acquirer | Public | ||||
Sources | 2 | 6 | 6 |
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 | Take Private | 1 | ||||
8/2/2007 | Leveraged Buyout | 1 | ||||
3/14/2007 | Acquired | |||||
1/29/2007 | ||||||
11/17/2006 |
Date | 9/17/2007 | 8/2/2007 | 3/14/2007 | 1/29/2007 | 11/17/2006 |
---|---|---|---|---|---|
Investment Stage | |||||
Companies | |||||
Valuation | |||||
Total Funding | |||||
Note | Take Private | Leveraged Buyout | Acquired | ||
Sources | 1 | 1 |
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 | ||||
6/3/2014 | Blackstone Capital Holdings Fund (Offshore) LP | ||||
CVP A |
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 | ||||
Status | ||||
Amount | $20.08M | |||
Sources | 1 |
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 | ||||
5/24/2017 | Vendor |
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 | ||
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 . | |||
Sources | 1 | 1 | 4 |
Merrill Service Providers
3 Service Providers
Merrill has 3 service provider relationships
Service Provider | Associated Rounds | Provider Type | Service Type |
---|---|---|---|
Counsel | |||
Service Provider | |||
---|---|---|---|
Associated Rounds | |||
Provider Type | Counsel | ||
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 | |
Name | Carl Colletti | ||||
---|---|---|---|---|---|
Work History | |||||
Title | Chief Financial Officer | ||||
Status | Current |
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