Merrill Lynch Wealth Management Mergers and Acquisitions Summary

Financial Services Company

Merrill Lynch Wealth Management has acquired 3 companies, including 1 in the last 5 years. A total of 1 acquisition came from private equity firms. It has also divested 1 asset.

Merrill Lynch Wealth Management’s largest acquisition to date was in 2006, when it acquired First Franklin Financial Co for $1.3B. Merrill Lynch Wealth Management has acquired in 2 different US states, and 2 countries. The Company’s most targeted sectors include financial services (67%) and consumer products (34%).

Join Mergr and gain access to Merrill Lynch Wealth Management’s M&A summary, the M&A summaries of companies just like it, as well as recent M&A activity in the financial services sector.

M&A Summary

  • M&A Total Activity4
    • M&A Buy Activity3
    • M&A Sell Activity1
  • Total Sectors Invested 2
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 4

Merrill Lynch Wealth Management

Four World Financial Center, 250 Vesey Street,
New York, New York 10080
United States,
www.ml.com

Merrill Lynch Wealth Management is the wealth management division of Bank of America. Merrill Lynch is headquartered in New York City and consists of over 15,000 financial advisors and $2.2 trillion in client assets.


M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.0/yr) # 3 - - - - - 3
vol $1.3B $1.3B
Sell (0.2/yr) # - - - 1 - - 1
  4

Most Recent M&A

Company Date Value Type
Elan, d.o.o. 2018-12-24 - Buyout (LBO, MBO, MBI)
Begunje na Gorenjskem, Slovenia · www.elanskis.com
Elan, d.o.o. 2015-07-31 - Add-on Acquisition
Begunje na Gorenjskem, Slovenia · www.elanskis.com
First Franklin Financial Co, Inc. 2006-09-05 1.3B USD Divestiture
San Jose, California
Pax Clearing Corp. 2005-04-29 - Add-on Acquisition
Chicago, Illinois · www.paxclearing.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 2 (67%) 1.3B (100%) - -
Consumer Products 1 (33%) - 1 (100%) -
Total 3 $1.3B 1 -

By Geo

State/Country Buy Value Sell Value
Slovenia 1 - 1 -
United States 2 1.3B - -
  Illinois 1 - - -
  California 1 1.3B - -
Domestic 2 (67%) 1.3B (100%) - -
Cross-border 1 (33%) - 1 (100%) -
Total 3 $1.3B 1 -

Deal Values

buy # Total
> $1B 1 $1.3B
TOTAL $1.3B
Largest First Franklin Financial Co, Inc.
$1.3B (2006-09-05)

M&A Connections

Deals %
Acquired from
PE Firm(s)
50%
1 50%
Strategic(s)
50%
1 50%
Divested to
PE Firm(s)
100%
1 100%

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