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Merriman Holdings, Inc. (MERR)
San Francisco, CA, US
Merriman Holdings, Inc., through its subsidiary, Merriman Capital, Inc., provides capital market advisory and research, corporate, and investment banking services primarily in the United States and Canada. The company’s investment banking services include corporate financing services, such as initial public offerings, secondary offerings, and private placements services; and strategic advisory services comprise transaction-specific advice regarding mergers and acquisitions, divestitures, spin-offs, and privatizations, as well as general strategic advice. It also offers institutional brokerage services, including institutional sales trading and equity execution, and options execution services to institutional clients. In addition, the company executes securities transactions for money managers, mutual funds, hedge funds, insurance companies, and pension and profit-sharing plans; and provides integrated research and trading solutions, as well as capital markets advisory services. It primarily serves institutional investors and corporate clients. The company was formerly known as Merriman Curhan Ford Group, Inc. and changed its name to Merriman Holdings, Inc. in August 2010. Merriman Holdings, Inc. was founded in 1987 and is headquartered in San Francisco, California.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.00% | +0.00% | +0.00% | +0.00% | +0.00% | +0.00% | +0.00% | -50.00% | -99.89% | -99.94% | -100.00% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
| Rating | 2024-11 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Financial - Capital Markets: +19.7%+55.2% ★ Q3'15: -47.1% (vs Q3'14)
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EPS growth Financial - Capital Markets: +35.3%+72.0% ★ Q3'15: -361.1% (vs Q3'14)
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FCF margin FCF growth · Financial - Capital Markets: +29.5%+1.6% Q3'15: -9.9% (vs Q3'14)
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EBIT margin Financial - Capital Markets: +33.5%-7.8% Q3'15: -152.1% (vs Q3'14)
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ROIC Financial - Capital Markets: +4.0%-295.7% Q3'15: +1,935.4% (vs Q3'14)
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Share dilution Financial - Capital Markets: +0.0%+45.7% Q3'15: +0.0% (vs Q3'14)
-
Debt / EBITDA Net debt/EBITDA · Financial - Capital Markets: -0.30×-3.40× Q3'15: -0.29× (vs Q3'14)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
This company is not held by any ETF in our universe.
Insider Activity
No insider activity available.
Insider history not available.
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014-09-12 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 3,500 | 3.30 | 11.6K | 629,426 | — | ↗ |
| 2014-09-05 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 3,100 | 3.82 | 11.8K | 625,926 | — | ↗ |
| 2014-08-27 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 3,600 | 3.80 | 13.7K | 622,826 | — | ↗ |
| 2014-08-19 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 2,200 | 3.30 | 7.3K | 18,576,765 | — | ↗ |
| 2014-06-02 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 84,000 | 0.12 | 9.7K | 18,574,565 | — | ↗ |
| 2014-05-22 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 77,000 | 0.11 | 8.5K | 18,567,565 | — | ↗ |
| 2014-05-21 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 11,000 | 0.11 | 1.2K | 18,490,565 | — | ↗ |
| 2013-06-07 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 21,000 | 0.14 | 2.9K | 15,392,395 | — | ↗ |
| 2012-06-12 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 10,000 | 0.63 | 6.3K | 324,640 | — | ↗ |
| 2012-05-21 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 25,000 | 0.68 | 17.0K | 314,640 | — | ↗ |
| 2011-12-08 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 2,800 | 0.60 | 1.7K | 258,118 | — | ↗ |
| 2011-12-07 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 5,100 | 0.60 | 3.1K | 255,318 | — | ↗ |
| 2011-12-06 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 2,100 | 0.60 | 1.3K | 250,218 | — | ↗ |
| 2011-12-05 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 5,700 | 0.75 | 4.3K | 248,118 | — | ↗ |
| 2011-12-02 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 25,000 | 0.77 | 19.3K | 242,418 | — | ↗ |
| 2011-01-21 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | A-Award | A | Common Stock | 18,382 | 2.72 | 50.0K | 217,418 | — | ↗ |
| 2010-09-29 | SOINSKI JEFFREY M | Director | P-Purchase | A | Common Stock | 2,491 | 3.01 | 7.5K | 23,534 | — | ↗ |
| 2010-09-29 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 4,983 | 3.01 | 15.0K | 199,036 | — | ↗ |
| 2010-09-29 | FEBBO WILLIAM J | Director | P-Purchase | A | Comon Stock | 498 | 3.01 | 1.5K | 60,383 | — | ↗ |
| 2010-09-08 | Bergeron Douglas | Director / 10% Owner | — | I | Warrants | 1,966,311 | 0.65 | 1.28M | 0 | — | ↗ |
| 2010-06-09 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 6,700 | 0.49 | 3.3K | 1,365,077 | — | ↗ |
| 2010-06-07 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 11,000 | 0.50 | 5.5K | 1,358,377 | — | ↗ |
| 2010-06-04 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock Warrants | 36,364 | 0.65 | 23.6K | 537,844 | — | ↗ |
| 2010-03-31 | SOINSKI JEFFREY M | Director | A-Award | A | Common Stock | 6,850 | 0.73 | 5.0K | 31,028 | — | ↗ |
| 2010-03-31 | FEBBO WILLIAM J | Director | P-Purchase | A | Common Stock | 6,850 | 0.73 | 5.0K | 97,628 | — | ↗ |
| 2010-03-31 | Bergeron Douglas | Director | A-Award | A | Common Stock | 5,994 | 0.73 | 4.4K | 1,892,160 | — | ↗ |
| 2010-03-26 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 5,873 | 0.69 | 4.1K | 601,130 | — | ↗ |
| 2010-03-23 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 11,300 | 0.79 | 8.9K | 595,257 | — | ↗ |
| 2010-03-16 | Bergeron Douglas | Director | A-Award | A | Common Stock Warrant | 25,701 | 0.87 | 22.4K | 1,886,166 | — | ↗ |
| 2009-12-31 | SOINSKI JEFFREY M | Director | A-Award | A | Common Stock | 5,748 | 0.87 | 5.0K | 24,178 | — | ↗ |
| 2009-12-31 | FEBBO WILLIAM J | Director | A-Award | A | Common Stock | 5,748 | 0.87 | 5.0K | 90,778 | — | ↗ |
| 2009-12-31 | Bergeron Douglas | Director | A-Award | A | Common Stock | 5,029 | 0.87 | 4.4K | 5,029 | — | ↗ |
| 2009-12-17 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | P-Purchase | A | Common | 8,700 | 0.95 | 8.3K | 583,957 | — | ↗ |
| 2009-10-01 | SOINSKI JEFFREY M | Director | A-Award | A | Common Stock | 3,402 | 1.47 | 5.0K | 18,430 | — | ↗ |
| 2009-10-01 | FEBBO WILLIAM J | Director | A-Award | A | Common Stock | 3,402 | 1.47 | 5.0K | 85,030 | — | ↗ |
| 2009-09-15 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | P-Purchase | A | common | 6,726 | 1.25 | 8.4K | 575,257 | — | ↗ |
| 2009-09-11 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | P-Purchase | A | common | 27,400 | 1.11 | 30.4K | 568,531 | — | ↗ |
| 2009-09-08 | SOINSKI JEFFREY M | Director | P-Purchase | A | Warrant | 116,279 | 0.65 | 75.6K | 358,643 | — | ↗ |
| 2009-09-08 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | P-Purchase | A | Warrant | 232,558 | 0.65 | 151.2K | 1,391,131 | — | ↗ |
| 2009-09-08 | FEBBO WILLIAM J | Director | P-Purchase | A | warrant | 116,279 | 0.65 | 75.6K | 563,359 | — | ↗ |
| 2009-09-08 | Bergeron Douglas | Director / 10% Owner | — | I | Series D Conv. Preferred Stock, par value $0.0001 per share | 0 | 0.00 | — | 1,860,465 | — | ↗ |
| 2009-09-08 | Arno Andrew | Director / 10% Owner | — | I | Series D Convertible Preferred Stock | 145,348 | 0.43 | 62.5K | 0 | — | ↗ |
| 2009-08-27 | Arno Andrew | Director / 10% Owner | — | I | Common Stock Warrants (Right to Buy) | 145,348 | 0.65 | 94.5K | 0 | — | ↗ |
| 2009-07-30 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | P-Purchase | A | Warrant | 581,395 | 0.65 | 377.9K | 756,395 | — | ↗ |
| 2009-05-29 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | P-Purchase | A | Promissory note | 100,000 | 0.50 | 50.0K | 175,000 | — | ↗ |
| 2009-05-08 | SOINSKI JEFFREY M | Director | A-Award | A | Option | 11,628 | 0.43 | 5.0K | 15,028 | — | ↗ |
| 2009-05-08 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | J-Other | A | Option | 850,000 | 0.43 | 365.5K | 1,391,131 | — | ↗ |
| 2009-05-08 | FEBBO WILLIAM J | Director | J-Other | A | Option | 11,628 | 0.43 | 5.0K | 270,899 | — | ↗ |
| 2009-04-01 | AGUILAR CHRISTOPHER L | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2008-11-19 | MAJTELES ROBERT J | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2008-11-07 | SOINSKI JEFFREY M | Director | A-Award | A | Common Stock | 1,700 | 0.00 | — | 3,400 | — | ↗ |
| 2008-10-31 | MERRIMAN D JONATHAN | Director / Officer / 10% Owner | J-Other | A | Option | 3,750 | 3.84 | 14.4K | 563,631 | — | ↗ |
| 2008-10-31 | FEBBO WILLIAM J | Director | J-Other | A | Option | 22,500 | 3.84 | 86.4K | 259,271 | — | ↗ |
| 2008-10-31 | AGUILAR CHRISTOPHER L | Officer | J-Other | A | Option | 3,125 | 3.84 | 12.0K | 41,385 | — | ↗ |
| 2008-09-17 | SOINSKI JEFFREY M | Director | A-Award | A | Common Stock | 1,700 | 0.00 | — | 1,700 | — | ↗ |
| 2008-09-03 | SOINSKI JEFFREY M | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Thomas Muldowney | Senior Vice President of Investment Banking | — | male |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for MERR
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
