Bank of America Merrill Lynch

M&A

• Bank of America Merrill Lynch Deal Sheet PDF file. Last updated January 2023.
• League Table PDF file. Last updated January 2023.

Company news

Note: older articles are included at the bottom of this list because they include information on Canadian operations. Current articles focus on US operations because no information is available for Canadian offices.

• Merrill Makes a Play for Younger, Less Affluent Clients; Bank of America moving 300 employees who specialize in digital investing products to Merrill Lynch offices to help with younger clients
• Bank of America to Drop Merrill Lynch Name From Some Businesses; The bank will rebrand the bulk of its wealth-management business as simply Merrill; the trademark bull will remain in its logo
• North America's best bank for SMEs 2019: Bank of America Merrill Lynch
• North America's best bank for financing 2019: Bank of America Merrill Lynch
• Asia's best bank for corporate responsibility 2019: Bank of America Merrill Lynch
• BofA Merrill Lynch prunes Canadian workforce
• Bank of America Merrill Lynch in Canada

Trade magazines

• Euromoney
• Mergers & Acquisitions
• Financial Analysts Journal
• Institutional Investor

Overview

• Main business units
• Annual report
• Latest quarterly results

Company & industry reports

• Global investment banking & brokerages

Rankings

• BoA Awards and Recognition
• Canadian dealmaker awards
• FP dealmakers(rankings)
• FP dealmakers (articles)
• World's best investment banks

People

• Brian Moynihan, Chairmen of the Board and Chief Executive Officer 
• Dean Athanasia, President of Consumer and Small Business
• Catherine P. Bessant, Chief Operations and Technology Officer
• Other executive biographies

This guide is proprietary to the Rotman School and therefore we encourage all students to maintain this exclusivity. 

Last updated March 5, 2020.