Archived Press Releases and Articles
(Berkshire Capital client indicated by bold typeface)

September 10, 2008
Securian Set to Acquire Capital Financial Group/H.Beck

August 5, 2008
Securities America to Acquire Award-Winning Broker/Dealer Brecek & Young Advisors, Inc.

June 9, 2008
Byrn Mawr Bank Corporation aquired Lau Associates LLC and Lau Professional Services LLC

April 24, 2008
Lehman Brothers Asset Management Aquires Money Manager David J. Greene

January 31, 2008
Asset Management Finance Announces Investment in Employee Buyout of Forest Investment Associates

January 2, 2008
GenSpring Family Offices Acquires Inlign Wealth Management

December 11, 2007
Boston Private acquires Davidson Capital Management

October 22, 2007
Johnson Financial unit to become Optique with buyout

August 1, 2007
Savills Acquires US Firm Granite Partners LLC Forms Foundation for Savills' Expansion into the US Market

May 7, 2007
Wilmington Trust Acquires Wealth Advisory Firm in Boston

April 23, 2007
Federated Investors, Inc. to Broaden International Prodcut Line

April 11, 2007
Columbia Management Advisors Agrees to Sell Its Colonial Closed-End Fund Management Business

March 27, 2007
City National Corp. to Acquire Lydian Wealth Management

September 8, 2006
Banc of America Investment Advisor, Inc. Agrees to Sell Its Liberty All-Star Closed-End Fund Management Business

June 5, 2006
MilleniumAssociates AG and Berkshire Capital Securities LLC Strike Strategic Alliance

May 30, 2006
E*Trade Financial Advances Wealth Management Strategy With Acquisition of Retirement Advisors of America

May 10, 2006
DTZ Builds North American Business with Acquisition of 50% Interest in New York based Rockwood Realty Associates LLC

April 25, 2006
StanCorp Financial Group, Inc. Reports First Quarter 2006 Results and Announces Agreement to Acquire Invesmart

March 28, 2006
Harris and the Phoenix Companies Agree to Strategic Alliance on Insight Funds Management and Distribution

March 24, 2006
City National Corp. to Acquire Independence Investment LLC

September 13 , 2005
Canaccord Capital Inc. to Acquire Adams Harkness Financial Group, Inc.

August 31, 2005
Bank Hapoalim to Purchase the American Brokerage Company "Investec"

August 9, 2005
E*Trade Financial Bolsters Wealth Management Strategy With Acquisition of Kobren Insight Management

July 19, 2005
Sandy Spring Bancorp Reports 22% Increase in Second Quarter Net Income and Agrees to Acquire West Financial Services, Inc.

July 12, 2005
Hancock Timber Resource Group to Acquire Pru Timber

June 24, 2005
Leading Mult-Manager Firm Joins Top-Tier Global Asset Manager

May 2, 2005
Sunrise Senior Living to buy Greystone

April 4, 2005
Half Full or Half Empty?

March 21, 2005
Washington Trust to Acquire Weston Finanical Group, Inc., A $1.2 Billion High Net Worth Investment Adviser

March 9, 2005
NewAlliance Bancshares to Acquire Hartford-Based Trust Company of Connecticut

February 22, 2005
Janney Montgomery Scott Announces Agreement to Acquire Parker/Hunter

January 27, 2005
Muni Mae to Purchase Real Estate Investment Management Group From AXA Financial, Inc.

December 1 7, 2004
The Principal Finacial Group to buy defined contribution administration business from ABN AMRO

September 7, 2004
Mellon to Establish Rhode Island Presence Through Acquisition of The Providence Group Investment Advisory Company

August 2004
How to Make Money in Wealth Managment by Elizabeth Bloomer Nesvold

August 17, 2004
Alliance Bank N.A. to Acquire Portion of HSBC's Trust Business

Junel 30, 2004
First Republic Acquires Bay Isle Private Client Asset Business

April 22, 2004
Regions to Introduce RMK Timberland Group with Purchase of Evergreen Timberland

April 5, 2004
Wilmington Trust Affiliates with Grant, Tani, Barash & Altman

March 29, 2004
MBIA Agrees to Sell 1838 Investment Advisors

March 23, 2004
LPL to Acquire Phoenix's Broker/Dealer Operations Supports Firms' Core Businesses; LPL Gains Distribution, Insurance Expertise, Phoenix Focuses on Manufacturing

October 14, 2003
Knight Trading Group to Acquire Donaldson & Co.

February 03, 2004
Berkshire Capital's Annual M&A Review Highlights Current Trends in the Asset Management Industry

September 17, 2003
Bank One to Buy Real Estate Securities Manager

August 25, 2003
Berkshire Capital client John Hancock Advisers to Acquire M.S.B. Fund

August 22, 2003
CI Fund Management and Synergy Asset Management announce the acquisition of Synergy by CI

June 05, 2003
Eaton Vance To Acquire 80% Interest In Parametric Portfolio Associates. Strategic Expansion of Eaton Vance’s Tax-Managed And Separate Account Businesses.

May 02, 2003
Dalton, Greiner, Hartman, Maher & Co. completes ownership transaction.

April 24, 2003
Securian Financial Group forms strategic alliance with Waddell & Reed

March 3, 2003
Asset Management Remains An Attractive Market For Financial Service Companies - Berkshire Capital Corporation's Annual M&A Survey Highlights Current Trends

February 19, 2003
Wachovia Corp and Prudential Financial, Inc. to form Premier National Retail Financial Advisory Firm