LD Micro Conference - Companies

Merriman Holdings, through its subsidiary, Merriman & Co., provides investment banking, capital markets services, and corporate and venture services to institutional investors and corporate clients primarily in the United States and Canada.

Its investment banking services include advising on and structuring capital raising solutions for corporate clients through public and private offerings of primarily equity and convertible debt securities.

The company’s investment banking services also comprise strategic advisory services consisting of transaction-specific advice regarding mergers and acquisitions, divestitures, spin-offs, and privatizations, as well as general strategic advice.

In addition, it offers institutional brokerage services, including institutional sales, sales trading, and trading services, as well as executes securities transactions for money managers, mutual funds, hedge funds, insurance companies, and pension and profit-sharing plans. Additionally, the company provides corporate and executive services; venture services, including distribution and liquidity programs, portfolio company advisory services, research dissemination, and execution trading; OTCQX advisory services; and institutional cash distributors services.

Further, it offers equity research services for the clean energy; consumer, media, and Internet; health care; and technology sectors.

The company was formerly known as Merriman Curhan Ford Group, Inc. and changed its name to Merriman Holdings, Inc. on August 16, 2010.

Merriman Holdings was founded in 1987 and is headquartered in San Francisco, California.

Information provided by Capital IQ.