To help meet your investment banking needs, from mergers and acquisitions (M&A) to financial restructurings and divestitures, U.S. Trust can connect you with Bank of America Merrill Lynch’s extensive resources, including access to third-party, industry-specific investment banking advice and execution through its Private Sales Referral Network.
Guidance and Strategies to Help Raise Capital, Sell or Transfer Your Business
Our Approach
Positioning your business for a liquidity event requires careful planning, often starting years in advance. Strategic planning can help strengthen the value of the business and create a smooth transition for everyone involved.
Whether you envision an outright sale or intend to gift your business during your life or as part of your estate, U.S. Trust and Bank of America Merrill Lynch can provide fully integrated financial solutions and expertise. With wealth management goals in mind, we strive to provide tailored advice and help align your business transition strategy to your business and personal goals.
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General disclaimer for Bank of America Merrill Lynch.
*Brokerage services are provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer, Member SIPC and a wholly owned subsidiary of Bank of America Corporation.
Related Insights
Investing involves risk. There is always the potential of losing money when you invest in securities.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Neither Bank of America Private Bank nor any of its affiliates or
advisors provide legal, tax or accounting advice. You should consult
your legal and/or tax advisors before making any financial
decisions.
Credit and collateral subject to approval. Terms and conditions apply. Programs, rates, terms and conditions subject to change without notice.
Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
Investment products:
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Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value |
Bank of America, N.A., and U.S. Trust Company of
Delaware (collectively the “Bank”) do not serve in a fiduciary
capacity with respect to all products or services. Fiduciary
standards or fiduciary duties do not apply, for example, when the Bank
is offering or providing credit solutions, banking, custody or
brokerage products/services or referrals to other affiliates of the Bank.
Bank of America, N.A., Member FDIC. Equal Housing Lender 
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