All Transactions

Bold indicates Berkshire Capital client

Date Announced Seller Buyer Type AUM ($mm)
December 1999
Various businesses of Amresco Inc.
Lend Lease Corporation
RE
6,300
November 1999
Lynch, Jones & Ryan, Inc.
Instinet Corporation
SEC
N/A
September 1999
Bingham Dana, LLP
Legg Mason, Inc.
TB / O
1,300
September 1999
North Carolina Trust Company
U.S. Trust Corporation
TB
2,422
August 1999
Berkshire Asset Management, Inc.
Legg Mason, Inc.
WM
635
August 1999
Estabrook Capital Management Inc.
The Bank of New York
IA / WM
2,271
August 1999
Robert R. Meredith Co.
Ascent Asset Management Advisory Services Inc.
WM
830
July 1999
Atlantic Asset Management Partners
IBJ Whitehall Financial Group (Industrial Bank of Japan)
IA
3,864
July 1999
Boston Financial Group, L.P.
Lend Lease Corporation
RE
6,800
July 1999
MuniFinancial (subsidiary of MBIA, Inc.)
Wildan Associates
O
N/A
June 1999
Clifford Associates
Convergent Capital Management
IA / WM
750
June 1999
Clifford Associates
Convergent Capital Management
IA / WM
750
June 1999
Gibraltar Securities
Freedom Securities
SEC
N/A
June 1999
Vector Securities International, Inc.
Prudential Securities Incorporated
SEC
N/A
May 1999
Campbell Advisors, Inc.
Delphi Asset Management (IBJ Whitehall Financial)
WM
500
January 1999
Managers Funds
Affiliated Managers Group
MF
1,800