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List of mergers of securities firms
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The following is a list of mergers of securities firms.
List
Year Merger closed
Acquirer
Acquired firm
Name of merged entity
1931
Harriman Brothers & Company
Brown Bros. & Co.
Brown Brothers Harriman & Co.
1938
Charles D. Barney & Co.
Edward B. Smith & Co.
Smith Barney & Co.
1940
Merrill Lynch
E. A. Pierce & Co.
Merrill Lynch
1940
Merrill Lynch
Cassatt & Co.
Merrill Lynch
1942
Paine, Webber & Co.
Jackson & Curtis
Paine, Webber, Jackson & Curtis
1946
First Boston Corporation
Mellon Securities Corporation
First Boston Corporation
1947
Lonsdale Investment Trust
Robert Benson & Co.
Robert Benson Lonsdale
1956
Eastman Dillon & Co.
Union Securities
Eastman Dillon Union Securities & Co.
1957
S. G. Warburg & Co.
Seligman Bros.
S. G. Warburg & Co.
1961
Robert Benson Lonsdale
Kleinwort, Sons & Co.
Kleinwort Benson Limited
1965
Drexel and Company
Harriman, Ripley and Company
Drexel Harriman Ripley
1965
Philip Hill, Higginson, Erlanger’s Limited
M. Samuel & Co.
Hill Samuel & Co.
1970
Cogan, Berlind, Weill & Levitt
Hayden, Stone & Co.
CBWL-Hayden, Stone, Inc.
1970
Mason & Co.
Legg & Co.
Legg Mason & Co.
1972
Eastman Dillon Union Securities & Co.
Blyth & Co.
Blyth, Eastman, Dillon & Co.
1973
Burnham and Company
Drexel Harriman Ripley
Drexel Burnham and Company
1973
Hayden Stone
H. Hentz
Hayden Stone
1973
Hayden Stone
Saul Lerner & Company
Hayden Stone
1974
Hayden Stone
Shearson, Hammill & Co.
Shearson Hayden Stone
1975
Lehman Brothers
Abraham & Co.
Lehman Brothers
1975
Smith Barney & Co.
Harris, Upham & Co.
Smith Barney, Harris Upham & Co.
1976
Shearson Hayden Stone
Lamson Brothers
Shearson Hayden Stone
1976
Shearson Hayden Stone
Faulkner, Dawkins & Sullivan
Shearson Hayden Stone
1976
Drexel Burnham and Company
William D. Witter
Drexel Burnham Lambert
1977
Lehman Brothers
Kuhn, Loeb & Co.
Lehman Brothers, Kuhn, Loeb
1977
Morgan Stanley
Shuman, Agnew & Co
Morgan Stanley
1977
Paine Webber
Mitchell Hutchins
Paine Webber
1978
Loeb, Rhoades & Co.
Hornblower, Weeks, Noyes & Trask
Loeb, Rhoades, Hornblower & Co.
1978
Dean Witter
Reynolds & Co.
Dean Witter Reynolds
1978
Merrill Lynch
White Weld & Co.
Merrill Lynch
1979
Shearson Hayden Stone
Loeb, Rhoades, Hornblower & Co.
Shearson Loeb Rhoades
1979
Paine Webber
Blyth, Eastman Dillon & Co.
Paine Webber
1981
Goldman, Sachs & Co.
J. Aron & Co.
Goldman, Sachs & Co.
1981
Philipp Brothers
Salomon Brothers
Phibro-Salomon Inc.
1981
Prudential Insurance
Halsey, Stuart & Co.
Prudential Securities
1981
American Express
Shearson Loeb Rhoades
Shearson/American Express
1984
Shearson/American Express
Investors Diversified Services
Shearson/American Express
1984
Shearson/American Express
Lehman Brothers, Kuhn, Loeb
Shearson Lehman/American Express
1987
Primerica
Smith Barney
Primerica
1987
Union Bank of Switzerland
Phillips & Drew
Union Bank of Switzerland
1987
TSB Group Plc.
Hill Samuel & Co.
TSB Group Plc.
1988
Shearson Lehman/American Express
E.F. Hutton
Shearson Lehman Hutton
1988
Credit Suisse
First Boston Corporation
Credit Suisse First Boston
1988
Commercial Credit
Primerica
Primerica
1990
Deutsche Bank
Morgan Grenfell
Deutsche Bank
1993
Primerica
Shearson Lehman Hutton (Brokerage and Asset Management)
Primerica (Smith Barney Shearson)
1993
Lehman Brothers (Spinoff from American Express)
Shearson Lehman Hutton
Lehman Brothers
1995
Paine Webber
Kidder, Peabody & Co.
PaineWebber Group
1995
Swiss Bank Corporation
S. G. Warburg & Co.
Swiss Bank Corporation
1995
Dresdner Bank
Kleinwort Benson
Dresdner Kleinwort Benson
1996
Chemical Bank
Chase Manhattan Bank
Chase Manhattan Bank
1996
Morgan Stanley
Van Kampen American Capital
Morgan Stanley
1997
Bankers Trust
Alex. Brown & Sons
Bankers Trust (BT Alex. Brown & Sons)
1997
Swiss Bank Corporation
Dillon, Read & Co.
Swiss Bank Corporation (Warburg Dillon Read)
1997
Travelers Group
Salomon Brothers
Travelers Group (Salomon Smith Barney)
1997
Dean Witter Discover & Co.
Morgan Stanley
Morgan Stanley Dean Witter
1998
Union Bank of Switzerland
Swiss Bank Corporation
UBS AG (UBS Warburg)
1998
Travelers Group
Citicorp
Citigroup (Salomon Smith Barney)
1998
Société Générale
Hambros Bank
Société Générale (SG Hambros Bank Ltd)
1999
Deutsche Bank
Bankers Trust
Deutsche Bank (Deutsche Bank Alex. Brown)
1999
Chase Manhattan Bank
Hambrecht & Quist
Chase Manhattan Bank
2000
PaineWebber Group
J.C. Bradford & Co.
PaineWebber Group
2000
UBS AG
PaineWebber Group
UBS AG (UBS Paine Webber)
2000
Credit Suisse First Boston
Donaldson, Lufkin & Jenrette
Credit Suisse First Boston
2000
Dresdner Kleinwort
Wasserstein Perella & Co.
Dresdner Kleinwort Wasserstein
2000
Chase Manhattan Bank
Robert Fleming & Co.
Chase Manhattan Bank
2001
Lehman Brothers
Cowen & Co. (PCS Business)
Lehman Brothers
2001
Chase Manhattan Bank
J. P. Morgan & Co.
JPMorgan Chase & Co.
2001
Société Générale
TCW Group
Société Générale
2002
Deutsche Bank
Scudder Investments
Deutsche Bank
2003
Lehman Brothers
Crossroads Group
Lehman Brothers
2003
Lehman Brothers
Neuberger Berman
Lehman Brothers
2006
Lehman Brothers
H.A. Schupf & Co.
Lehman Brothers
2007
Wachovia
A. G. Edwards
Wachovia Securities
2008
JPMorgan Chase & Co.
Bear Stearns
JPMorgan Chase & Co.
2008
Bank of America
Merrill Lynch
BofA Securities
2008
Ameriprise Financial
J. & W. Seligman & Co.
Ameriprise Financial
2009
Morgan Stanley
Smith Barney
Morgan Stanley (Morgan Stanley Smith Barney)
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