COMPANY OVERVIEW – NOVEMBER 6th 2005

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  • 1. COMPANY OVERVIEW – NOVEMBER 6 th 2005 Nelson Mabry Mukul Hariharan Matt Hartman Matthew VanLeeuwen Mayank Shukla Merrill Lynch 11/7/2006
  • 2. Merrill Lynch
    • Founded 1914
    • 50k employees
    • Net Revenue $25B (FYE 2005)
    • Client assets worth $1.6T
    • Ranked 34 th in Fortune 500
    • 3 core businesses
      • Global Private Client,
      • Global Markets and Investment banking Group
      • Merrill Lynch Investments
    • Leading underwriter of debt and equity securities
  • 3. Overview
    • Securities brokerage and trading
      • Equities
      • Fixed Income
      • Mutual funds
    • Investment Banking
      • Securities Underwriting
      • M&A
      • Strategic Valuation
    • Origination, brokerage, dealer and related activities in:
      • Swaps, options, futures, forwards, commodities, foreign exchange, other derivatives
    • Asset Management, Wealth Management, Banking and Lending, Insurance sales, Private equity, global investment research
  • 4. Principles
    • Client Focus
    • Respect for the Individual
    • Teamwork
    • Responsible Citizenship
    • Integrity
  • 5. Global Markets and Investment Banking Group
    • #1 Trader of U.S. Stocks since on the NYSE since 1989
    • Member of 70 exchanges in 30 countries
    • Named 2006 Best Investment Bank by Euromoney and 2005 Investment Bank of the Year by The Banker
  • 6. Stock Fluctuations
  • 7. Stock Comparative – S&P and Morgan S.
  • 8. Direct Competitor Analysis 16.70 10.41 11.60 13.29 P/E (ttm): 1.33 7.283 16.459 6.596 EPS (ttm): 224.62M 7.04B 7.92B 6.38B Net Income (ttm): 1.06B 32.20B 34.66B 30.83B Revenue (ttm): 33.80% 15.00% 2.60% 18.70% Qtrly Rev Growth (yoy): 2.05K 53,218 23,862 54,800 Employ­ees: 5.52B 80.26B 81.33B 77.41B Market Cap: Industry MS GS MER
  • 9. Merrill’s M&A Merits
    • Industry Rank
    • Consumer Products 2
    • Materials 3
    • Healthcare 4
    • Industrials 8
    • Media & Entertainment 10
    • Telecom 10
    • From 2005 League Tables for M&A
  • 10. Merrill Lynch Recent News
    • Merrill Lynch Declares Dividends on Common and Preferred Stocks ML official site  (Mon, Oct 23 2006)
    • Merrill Lynch announces agreement to acquire Petrie Parkman & Co.
    • ML Official site (Mon, Oct 23 2006)
    • [$$] N et Earnings soared by 121% much of which has come from its merger with BlackRock
    • Briefing.com (Tue, Oct 17 2006)
    • ML in federal inquiry into private equity
    • at WSJ (Mon, Nov 6 2006)
    • Merrill Lynch announced the launch the first investable index based on shares in Dubai Financial Market Business Times  (Fri, Nov 3, 2006)
  • 11. Merrill Lynch Recent News
    • Merrill lynch opens office at Ocean City at Business Wire  (Wed, Nov 1 2006)
    • Merrill Lynch’s credit rating boosted by S&P to AA- at Bloomberg  (Fri, Oct 27 2006)
    • Merrill Lynch was Asia's top earning bank on ICBC offering
    • at MarketWatch  (Mon, Oct 23 2006)
    • Merrill Lynch First to Use New Ratings Tool to Underwrite Financing for Underserved Markets
    • at yahoo  (Tue, Oct 31 2006)
    • Fitch Affirms Merrill Lynch Derivative Products at 'AAA'
    • Business Wire  (Mon, Oct 30 2006)
    • Merrill Lynch Beats Q3 Expectations
    • Forbes  (Wed, Oct 17 2006)