Business Sales and Capital Solutions

Plan Your Optimal Exit

The decision to exit your business involves analyzing your financial goals, assessing various ownership options, and preserving the value of your investment in your business.  For enterprises with a minimum value of $10 million, Merrill Lynch’s Private Sales Referral Network arranges introductions to specialized, independent investment banking firms that can provide business sale, merger, acquisition, and recapitalization services.

Sales & Divestitures

What’s the most effective, profitable way to transfer ownership of your enterprise? Contact the Merrill Lynch Private Sales Referral Network to be introduced to an investment banking boutique with specific industry expertise and execution expertise in locating a strategic buyer, setting up an Employee Stock Ownership Plan (ESOP), passing the company to your family or management, or even going public. More

Mergers & Acquisitions

Increase the likelihood of maximizing market value and a successful closing with the right Mergers & Acquisitions (M&A) specialist on your side. For enterprise values of $10 million (minimum value), the Merrill Lynch Private Sales Referral Network provides introductions to boutique investment banking firms with regional and industry expertise. More

Recapitalizations

Stabilize your company’s capital structure or improve its stock position with the help of recapitalization experts. These corporate finance and investment bankers, introduced by the Merrill Lynch Private Sales Referral Network, can help you borrow more effectively, leverage return on investment and boost shareholder value. More


For more information call 1.866.4MLBUSINESS (465-2874) or e-mail us at AskMLBiz@ml.com.

Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer, not a bank, and the WCMA account is not a bank account. Banking services are provided by licensed banks or by third parties through arrangements with licensed banks. Unless otherwise indicated, investment products are not FDIC-insured, not guaranteed by a bank and may lose value.

Merrill Lynch and its representatives do not provide tax, accounting or legal advice. Any tax statements contained herein were not intended or written to be used, and cannot be used for the purpose of avoiding U.S. federal, state or local tax penalties. Please consult your own independent advisor as to any tax, accounting or legal statements made herein.

The Merrill Lynch Private Sales Referral Network is a service through which Merrill Lynch clients are referred to independent third party investment banking firms.