Institutional / Mutual Fund

Bold indicates Berkshire Capital client

Date Announced Seller Buyer Type AUM ($mm)
November 1997
Olsen Mobeck & Associates
People's Bank
IA / WM
850
October 1997
Cramer, Rosenthal, McGlynn, Inc
Wilmington Trust Corporation
IA
3,600
October 1997
Cramer, Rosenthal, McGlynn, Inc.
Wilmington Trust Corporation
IA / WM
3,600
September 1997
Daniel Breen & Company, LLP
New England Investment Companies, LP
IA
2,400
September 1997
Heartland Capital Management, Inc.
Fifth Third Bancorp.
IA
920
July 1997
Harbor Capital Management Company, Inc.
Generale Bank
IA
5,000
June 1997
ASB Capital Management (subsidiary of NationsBank)
Chevy Chase Bank
IA / WM
4,000
May 1997
Snyder Capital Management, Inc.
New England Investment Companies, L.P.
IA / WM
1,000
March 1997
The William Penn Company
Federated Investors
MF
600