Merrill Lynch Wealth Management Acquisitions and Exits, 4 Deals Between 2005 and 2018
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.

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 ≤ '14 '15 '16 '17 '18 '19 T
Buy (0.2/yr) # 2 1 - - - - 3
vol $1.3B $1.3B
Sell (0.2/yr) # - - - - 1 - 1
  4

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Deal Values

Buy # TOTAL
> $1B Sign-up to View
$100M to $1B Sign-up to View
< $100M Sign-up to View
TOTAL Sign-up to View
Largest First Franklin Financial Co, Inc.
$1.3B (2006-09-05)
Sell # Total
> $1B Sign-up to View
$100M to $1B Sign-up to View
< $100M Sign-up to View
Total Sign-up to View

Financial Services M&A - Last 3 Years

When analyzing the financial services sector as a whole, according to Mergr, in the last 3 years, there are 452 financial services companies that have made at least 1 acquisition, 20 have acquired at least 5 companies, and 3 have acquired more than 10 companies.

The most prolific strategic financial services acquirer over the past 3 years is Mercer Advisors, with 12 acquisitions. The most prolific private equity acquirer in the financial services sector over the past 3 years is Warburg Pincus LLC with 9 platform acquisitions.


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