Private Capital & Venture Solutions Group
The Private Capital & Venture Solutions Group (PCVSG) at Merrill—formerly the Venture Services Group (VSG)—was founded more than three decades ago with a singular focus: delivering expert guidance and customized strategies to help clients navigate the complexities of the private capital landscape.
We serve a diverse, global community of private capital investors, including Private Equity and Venture Capital Funds, Fund of Funds, Hedge Funds, Crossover Funds, Corporate Venture Capital, Angel and Seed investors, Family Offices, Endowments, Pension Funds, Sovereign Wealth Funds, and high‑net‑worth individuals. While our clients span many investment strategies and structures, they share a common focus on private investments—and an expectation of exceptional service.
Our team of more than 50 experienced professionals is based across six U.S. offices—San Francisco, New York, Boston, Phoenix, Miami, and Newport Beach—and is dedicated to supporting clients at every stage of the private investment lifecycle.
The Private Capital & Venture Solutions Group (PCVSG) offers a comprehensive suite of tailored solutions designed to address the brokerage and operational needs of the private capital community. Our high‑touch services include the management of stock distributions, restricted stock sales and settlement, Rule 206(4)-2 Qualified Custodian services for private and public securities, the drafting and implementation of 10b5‑1 plans, and a range of alternative monetization strategies. Beyond our core capabilities, PCVSG is uniquely positioned to connect investors with a robust network of specialists, offering expertise in areas such as private secondary trading, treasury solutions, and General Partner stake sales.
We approach our work in the same way we've built our team - bringing the varied experiences, backgrounds, and perspectives of our 50+ professionals to meaningfully enhance the solutions we deliver and the value we create for our clients every day.
The Merrill Private Equity CFO Conference is designed to address pertinent issues facing today's Private Equity Finance Professionals, Chief Operating & Compliance Officers and General Counsels. The ...
You are invited to join our Q3 Venture Services seminar, where we will explore the One Big Beautiful Bill Act and what it means for the future of Venture Capital and Private Equity.
During the call,...
You're invited to an exclusive client session focused on helping to maximize value for VC and PE firms through the integration of Bank of America banking and Merrill wealth strategies. This conversati...
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Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
