Institutional / Mutual Fund

Bold indicates Berkshire Capital client

Date Announced Seller Buyer Type AUM ($mm)
December 1993
Todd Investment Advisors
Stifel Financial Corp.
IA
2,281
June 1993
Jones & Babson, Inc.
Business Men's Assurance Company of America
MF
1,631
April 1993
Westwood Management Corp.
Southwest Securities Group, Inc.
IA
300
March 1993
Fairfield Group Inc.
Legg Mason, Inc.
MF
2,215