United States · Investor

Merrill Lynch

Last cheque observed Oct 2014. Silence since then is not evidence of inactivity: our sources miss unannounced rounds.

QuietInvestment firm

VentureSeries ASeries CConsumerE-CommerceProfessional Services

Cheques on record
0%of best year0cheques in 12 months, 23 on record
Since the last cheque4408days00hrs00min00sec
Median round$33MRounds led0 of 23Sole investor1 roundsExits8 from the portfolioMostly inUnited States, 76%
Pitch Merrill Lynch

Merrill Lynch highlights

  1. 01

    23 rounds on record

  2. 02

    Mostly Venture and Series A: 59% of its rounds

  3. 03

    Sole investor in 1 rounds, median undisclosed

  4. 04

    8 exits from the portfolio

What they do

Type
Investment firm (from a list, unverified)
Cheque size
Not stated
Sectors
ConsumerE-CommerceProfessional Services
Based in
Austin, United States
Cold pitches
Not stated

The record

Every round we can evidence, newest first23 appearances

  1. 2014

    1 round

  2. Oct
    SymphonyUS$66MWith 15 others
  3. 2008

    1 round

  4. Feb
    Zonare Medical SystemsVenture · US · deals.venturebeat.com$30MWith 7 others
  5. 2007

    7 rounds

  6. Dec
    ShanghaiMed HealthcareSeries E · CN$25MWith 4 others
  7. Oct
    SiC ProcessingVenture · DE$75MWith 3 others
  8. Oct
    easy2comply (Dynasec)Series A · US · vccafe.com$1.0MWith 2 others
  9. Sept
    ArrayCommVenture · US · thefreelibrary.com$30MWith 1 other
  10. Sept
    Matisse NetworksSeries C · US$45MWith 4 others
  11. Aug
    EKR TherapeuticsSeries C · US$13MWith 4 others
  12. May
    BATSVenture · US$45MWith 4 others
  13. 2006

    1 round

  14. Dec
    Jiangsu Shunda Semiconductor DevelopmentGrowth · CN$82MWith 3 others
  15. 2003

    2 rounds

  16. Oct
    Scottish & Newcastle PLCVenture · GB$4.2MWith 3 others
  17. Aug
    NETGEARVenture · US$98MWith 2 others
  18. 2002

    4 rounds

  19. Dec
    Harris ResearchUS$48MWith 3 others
  20. Nov
    Alliance Medical CorporationSeries E · US$7.3MWith 5 others
  21. Oct
    CapitalStreamGrowth$10MWith 7 others
  22. Feb
    Caspian NetworksSeries D · US$120MWith 4 others
  23. 2001

    4 rounds

  24. Dec
    Nextest SystemsVenture · US$20MWith 5 others
  25. Nov
    Zambeel,Inc.Series B · US$53MWith 9 others
  26. Aug
    GravitonSeries D · US$35MWith 8 others
  27. Jan
    TrueSAN NetworksSeries A$30MWith 6 others
  28. 2000

    2 rounds

  29. Oct
    IngenioSeries C · US$42MWith 10 others
  30. Jun
    BuscapeSeries A · BR$6.0MWith 3 others
  31. 1999

    1 round

  32. Aug
    ArchipelagoUSUndisclosedSole investor

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

The team

We hold 38 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

What the register says

From the firm's own filings with the SEC, which it must file accurately by law

$1782Bassets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
Legal name
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC number
CRD 7691

Exits from the portfolio

Companies it backed that were later bought or listed8 in all

Zonare Medical SystemsBought by Mindray Medical International$105MJun 2013
EKR TherapeuticsBought by Cornerstone Therapeutics$150MMay 2012
easy2comply (Dynasec)Bought by Check Point Software TechnologiesUndisclosedNov 2011
BuscapeBought by Naspers$374MOct 2009
Jiangsu Shunda Semiconductor DevelopmentBought by Suntech Power$102MMay 2008
CapitalStreamBought by HCL$40MFeb 2008
IngenioBought by AT&TUndisclosedNov 2007
ArchipelagoBought by NYSE Euronext$2.1BMar 2005

An exit counts when it came after the firm's first round in the company. From historical deal records.

Who they invest alongside

The investors most often in the same rounds as Merrill Lynch. A count of rooms they were both in, not a relationship either has claimed.

Credit SuisseVC firm3rounds togetherDeutsche BankCorporate VC3rounds togetherAmerindo Investment AdvisorsGrowth equity2rounds togetherIntegral Capital PartnersGrowth equity2rounds togetherLehman BrothersHedge fund2rounds togetherMorgan Stanley Investment ManagementPrivate equity2rounds togetherNew Enterprise AssociatesVC firm2rounds togetherWalden InternationalVC firm2rounds togetherWoodside FundVC firm2rounds together

Mentioned on podcasts

Episodes that name Merrill Lynch in their description, not their title.

Quick answers about Merrill Lynch

What does Merrill Lynch invest in?

Merrill Lynch invests most often at Venture and Series A (59% of the rounds on record), in sectors such as Consumer, E-Commerce and Professional Services.

How active is Merrill Lynch?

23 investments on record, 0 of them in the last 12 months. The most recent was in Oct 2014.

How big are Merrill Lynch's cheques?

The median round it joins is $33M.

Does Merrill Lynch lead rounds?

Rarely, if at all: none of its 23 investments on record names it as the lead.

Where does Merrill Lynch invest?

Most of the companies it backs are in the United States (76%) and China (10%).

Is Merrill Lynch investing now?

No investments in the last 12 months; the latest was in Oct 2014.

Who does Merrill Lynch invest alongside?

Most often Credit Suisse (3 rounds together), Deutsche Bank (3 rounds together) and Amerindo Investment Advisors (2 rounds together).

What kind of investor is Merrill Lynch?

Merrill Lynch is an investment firm based in Austin, United States.

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Built from the rounds we watched, its filings and its own website, refreshed every night. How we count · Report a correction · Is this your firm? Claim it