Venture Services is a 60+ person team focused exclusively on private investors: Private Equity, Venture Capital, Sovereign, Cross-Over, and Corporate funds as well as their General and Limited Partners. For more than 20 years, we have helped investors thoughtfully and discretely acquire, hedge, leverage, and monetize public market investments globally.
Our offices are located in San Francisco, New York, Boston, Phoenix, Miami, and Newport Beach.
Our business was founded in 1994 on the premise that the Venture Capital and Private Equity community has a unique set of needs that are not adequately serviced by traditional institutional or retail brokerage divisions. Our clients are the broad constituency of alternative investors: Angels, Seed, Venture Capital, Endowments, Corporates, Pensions, SWIFS, Private Equity, Fund of Funds, and Hedge Funds, as well as individuals, with the commonality of private investments and high expectations.
We offer a full suite of tailored services that encompass the brokerage, banking, and operational needs of the Venture Capital and Private Equity community. These services range from the management of stock distributions, restricted stock sales and settlement, drafting and implementation of 10b5-1 plans, and other alternative monetization strategies. In addition, as a broker-dealer, Merrill is a "Qualified Custodian" under Rule 206(4)-2 of the Investment Advisers Act of 1940. More broadly, we act as a conduit into the Bank of America Enterprise for our clients and their portfolio companies.
We are extremely proud of our commitment to diversity, particularly in how we have shaped our team and think about our business. We firmly believe the diverse backgrounds and experiences of our 60+ member team enhances what we do each day for clients and how we approach solutions.
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
The Venture Services Group is hosting their third quarterly seminar call of 2024. This discussion will focus on qualified small business stock, also known as QSBS. If certain requirements are met, the...
You are invited to join us for our fourth quarterly call of 2024 on Artificial Intelligence (AI).
We are at the dawn of a revolution. The pace at which technological and social megatrends are transf...
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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.
