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  • All HBS Web  (104)
    • News  (39)
    • Research  (43)
  • Faculty Publications  (29)

Show Results For

  • All HBS Web  (104)
    • News  (39)
    • Research  (43)
  • Faculty Publications  (29)
Page 1 of 104 Results →
  • March 2001 (Revised November 2001)
  • Case

Merrill Lynch HOLDRS

By: Andre F. Perold and Simon E. Brown
Exchange-traded funds (ETFs) and HOLDRS (Holding Company Depositary Receipts) represent recent and highly successful capital market innovations. HOLDRS closely approximates a buy-and-hold strategy, and Merrill Lynch believes the product has significantly lower taxes... View Details
Keywords: Capital Markets; Cost; Stocks; Financial Strategy; Investment Funds; Taxation; Innovation and Invention; Product; Success; Expansion
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Perold, Andre F., and Simon E. Brown. "Merrill Lynch HOLDRS." Harvard Business School Case 201-059, March 2001. (Revised November 2001.)
  • June 2013
  • Teaching Plan

Bank of America-Merrill Lynch

By: Guhan Subramanian and Charlotte Krontiris
The case traces the events leading up to the acquisition of Merrill Lynch by Bank of America at the height of the recent financial crisis. It examines the interplay of public and private sector actors in this extraordinary time, focusing on the decisions that... View Details
Keywords: Bank Of America; Merrill Lynch; Acquisition; Financial Crisis; Banks and Banking; Banking Industry; United States
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Subramanian, Guhan, and Charlotte Krontiris. "Bank of America-Merrill Lynch." Harvard Business School Teaching Plan 913-046, June 2013.
  • April 2005
  • Case

Merrill Lynch in 2003: Sunny Skies Ahead?

By: Boris Groysberg, Paul M. Healy and David Kiron
Merrill Lynch (ML) is at a crossroads. Stan O'Neal became its CEO and implemented a radical cost-cutting program. In addition, the company dot-com continues to recover from the fallout from the Enron and dot-com scandals. What are the future prospects for ML? Can the... View Details
Keywords: Management Teams; Forecasting and Prediction; Financial Condition; Investment; Financial Services Industry; Insurance Industry; United States
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Groysberg, Boris, Paul M. Healy, and David Kiron. "Merrill Lynch in 2003: Sunny Skies Ahead?" Harvard Business School Case 105-067, April 2005.
  • 01 Jun 2001
  • News

Merrill Lynch's Stan O'Neal

floor of Merrill Lynch headquarters at Manhattan’s World Financial Center. As president of Merrill’s U.S. Private Client Group, O’Neal oversees sixteen thousand brokers — or financial advisors, as he calls... View Details
Keywords: Susan Young; Merrill Lynch; Finance; Health, Social Assistance; Religious, Grantmaking, Civic, Professional, and Similar Organizations; Personal Services
  • May 1986 (Revised July 1986)
  • Case

MBAs at Merrill Lynch

By: George C. Lodge
Keywords: Financial Services Industry
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Lodge, George C. "MBAs at Merrill Lynch." Harvard Business School Case 386-194, May 1986. (Revised July 1986.)
  • December 2005 (Revised March 2007)
  • Case

Innovation and Collaboration at Merrill Lynch

By: Boris Groysberg and Ingrid Vargas
In the spring of 2005, Candace Browning, head of Global Securities Research and Economics at Merrill Lynch, led about 500 Merrill Lynch analysts worldwide in a collaborative effort to produce innovative research, most of them accustomed to working independently in... View Details
Keywords: Leadership; Groups and Teams; Management Teams; Decision Making; Collaborative Innovation and Invention; Negotiation; Mathematical Methods; Strategy; Human Resources; Motivation and Incentives; Banking Industry; Financial Services Industry
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Groysberg, Boris, and Ingrid Vargas. "Innovation and Collaboration at Merrill Lynch." Harvard Business School Case 406-081, December 2005. (Revised March 2007.)
  • August 2004 (Revised September 2005)
  • Case

Stanley O'Neal at Merrill Lynch (A)

By: David A. Thomas and Ayesha Kanji
In the late 1970s, Stanley O'Neal joined Merrill Lynch as an investment banker. Profiles O'Neal's ascent at Merrill to CEO. O'Neal put Merrill through a comprehensive restructuring program, cutting costs and significantly reducing the work force. As CEO, O'Neal faces... View Details
Keywords: Restructuring; Race; Cost Management; Investment Banking; Job Cuts and Outsourcing; Leadership; Management Succession; Performance Effectiveness; Personal Development and Career
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Thomas, David A., and Ayesha Kanji. "Stanley O'Neal at Merrill Lynch (A)." Harvard Business School Case 405-029, August 2004. (Revised September 2005.)
  • May 2010 (Revised July 2010)
  • Case

Bank of America Acquires Merrill Lynch (A)

By: Robert C. Pozen and Charles E. Beresford
On December 22, 2008, Bank of America (BofA) chairman and CEO Ken Lewis convened a special board of directors meeting to review his company's pending acquisition of investment bank Merrill Lynch. Negotiations for the acquisition had begun a few months earlier, during... View Details
Keywords: Mergers and Acquisitions; Decision Choices and Conditions; Financial Crisis; Corporate Governance; Government Legislation; Crisis Management; Business and Government Relations; Banking Industry
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Pozen, Robert C., and Charles E. Beresford. "Bank of America Acquires Merrill Lynch (A)." Harvard Business School Case 310-092, May 2010. (Revised July 2010.)
  • July 1987 (Revised May 1991)
  • Case

Merrill Lynch Capital Partners, Inc.

By: Samuel L. Hayes III
Keywords: Financial Services Industry
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Hayes, Samuel L., III. "Merrill Lynch Capital Partners, Inc." Harvard Business School Case 288-009, July 1987. (Revised May 1991.)
  • December 1986 (Revised August 1987)
  • Case

Merrill Lynch & Co., Inc.--1986

By: Andre F. Perold
Keywords: Financial Services Industry
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Perold, Andre F. "Merrill Lynch & Co., Inc.--1986." Harvard Business School Case 287-047, December 1986. (Revised August 1987.)
  • December 1998
  • Case

Retail Financial Services in 1998: Merrill Lynch

By: Stephen P. Bradley and Takia Mahmood
Provides an overview of Merrill Lynch's current strategy for retail financial services. Retail Financial Services in 1998 should be given to all students as background material. The class should then be split into groups, with each group receiving one of the following... View Details
Keywords: Investment Funds; Management Analysis, Tools, and Techniques; Industry Structures; Competition; Competitive Strategy; Financial Services Industry
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Bradley, Stephen P., and Takia Mahmood. "Retail Financial Services in 1998: Merrill Lynch." Harvard Business School Case 799-055, December 1998.
  • August 2004
  • Case

Stanley O'Neal at Merrill Lynch (B)

By: David A. Thomas and Ayesha Kanji
Supplements the (A) case. View Details
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Thomas, David A., and Ayesha Kanji. "Stanley O'Neal at Merrill Lynch (B)." Harvard Business School Case 405-030, August 2004.
  • July 2000
  • Supplement

Merrill Lynch - John L. (Launny) Steffens

By: F. Warren McFarlan and Melissa Dailey
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McFarlan, F. Warren, and Melissa Dailey. "Merrill Lynch - John L. (Launny) Steffens." Harvard Business School Video Supplement 301-801, July 2000.
  • May 2010 (Revised July 2010)
  • Supplement

Bank of America Acquires Merrill Lynch (B)

By: Robert C. Pozen and Charles E. Beresford
Supplements to HBS no. 310-092. View Details
Keywords: Banks and Banking; Acquisition; Banking Industry; Financial Services Industry
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Pozen, Robert C., and Charles E. Beresford. "Bank of America Acquires Merrill Lynch (B)." Harvard Business School Supplement 310-106, May 2010. (Revised July 2010.)
  • February 2007 (Revised April 2010)
  • Teaching Note

Innovation and Collaboration at Merrill Lynch (TN)

By: Boris Groysberg and Amanda Cowen
Keywords: Innovation and Invention; Cooperation; Financial Services Industry
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Groysberg, Boris, and Amanda Cowen. "Innovation and Collaboration at Merrill Lynch (TN)." Harvard Business School Teaching Note 407-079, February 2007. (Revised April 2010.)
  • September 2007
  • Teaching Note

Merrill Lynch in 2003: Sunny Skies Ahead? (TN)

By: Paul M. Healy
Keywords: Financial Services Industry
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Healy, Paul M. "Merrill Lynch in 2003: Sunny Skies Ahead? (TN)." Harvard Business School Teaching Note 108-025, September 2007.
  • May 2010 (Revised January 2012)
  • Teaching Note

Bank of America Acquires Merrill Lynch (TN) (A) and (B)

By: Robert C. Pozen
Teaching Note for 310092 and 310106. View Details
Keywords: Banks and Banking; Acquisition; Banking Industry; Financial Services Industry
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Pozen, Robert C. "Bank of America Acquires Merrill Lynch (TN) (A) and (B)." Harvard Business School Teaching Note 310-124, May 2010. (Revised January 2012.)
  • October 2003
  • Case

Merrill Lynch: Supernova

Supernova is the name given to a new way to manage client relationships that originated in the Merrill Lynch Indianapolis offices. During a trial period, Supernova generated very good results among financial advisers and their customers, but challenged the traditional... View Details
Keywords: Organizational Change and Adaptation; Customer Relationship Management; Organizational Culture; Financial Services Industry; Indianapolis
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Oliva, Rogelio, Roger H. Hallowell, and Gabriel R. Bitran. "Merrill Lynch: Supernova." Harvard Business School Case 604-053, October 2003.
  • March 2010 (Revised January 2012)
  • Case

Bank of America-Merrill Lynch

By: Guhan Subramanian and Nithyasri Sharma
In September 2008, as Lehman Brothers struggled to survive, John Thain, CEO of Merrill Lynch, realized that his bank was also on the brink of failure. Throughout the weekend of September 13–14, 2008, Thain successfully negotiated a deal with Ken Lewis, CEO of Bank of... View Details
Keywords: Mergers and Acquisitions; Financial Crisis; Financing and Loans; Negotiation Deal; Business and Government Relations; Banking Industry; United States
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Subramanian, Guhan, and Nithyasri Sharma. "Bank of America-Merrill Lynch." Harvard Business School Case 910-026, March 2010. (Revised January 2012.)
  • July 2002 (Revised August 2003)
  • Case

Unilever Superannuation Fund vs. Merrill Lynch, The

By: Andre F. Perold and Joshua Musher
In 2001, the Unilever Superannuation Fund sued Merrill Lynch for damages of 130 million British pounds. Over the period 1977 to 1998, the Unilever Fund had significantly underperformed the benchmark, and its trustees contended that the poor returns resulted from... View Details
Keywords: Investment; Lawsuits and Litigation; Performance Evaluation; Agreements and Arrangements; Customer Relationship Management; Risk and Uncertainty; Asset Management; Risk Management; Legal Liability; Financial Services Industry; United Kingdom
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Perold, Andre F., and Joshua Musher. "Unilever Superannuation Fund vs. Merrill Lynch, The." Harvard Business School Case 203-034, July 2002. (Revised August 2003.)
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