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, 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 50+ 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.}