All Transactions

Bold indicates Berkshire Capital client

Date Announced Seller Buyer Type AUM ($mm)
December 1998
Radnor Capital Management
U.S. Trust Corporation
WM
1,000
November 1998
Hopper Soliday & Co., Inc, (First Maryland Bancorp)
Freedom Securities
SEC
N/A
October 1998
Interstate/Johnson Lane, Inc.
Wachovia Corporation
SEC
N/A
October 1998
Schroder Real Estate Associates
Boston Financial Group, L.P.
RE
898
September 1998
Clarion Partners & CRA Real Estate Securities
ING Group
RE
5,193
September 1998
McMurrey Capital Management
U.S. Trust Corporation
WM
400
September 1998
Republic New York Corporation (Trust Subsidiary)
North Fork Bancorporation, Inc.
TB
60
September 1998
Seidner Capital Management
Fiduciary Trust International
IA
250
September 1998
Van Kasper & Company
First Security Corporation
SEC
N/A
August 1998
Hilliard-Lyons, Inc.
PNC Bank Corp.
SEC
N/A
July 1998
Maier & Siebel
U.S. Trust Corporation
RE
250
July 1998
Schroder Mortgage Associates, L.P
Conning Corporation
RE
4,000
June 1998
1838 Investment Advisors
MBIA, Inc
IA
5,870
June 1998
Wood Island Associates
U.S. Trust Corporation
WM
1,053
April 1998
Roxbury Capital Management
Wilmington Trust Company
WM
4,000
March 1998
Delphi Asset Management
IBJ Schroder Bank & Trust Company
WM
1,015
January 1998
Genesis Merchant Group Securities LLC
JW Charles Financial Services, Inc.
SEC
N/A