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Securities and Investment Banking
Bold
indicates Berkshire Capital client
Date Announced
Seller
Buyer
Type
AUM ($mm)
December 2002
U.S. Oppenheimer Private Client Division of CIBC World Markets Corp.
Fahnestock Viner Holdings Inc.
SEC
N/A
December 2002
First Institutional Securities, L.L.C.
RBC Dain Rauscher Inc. (Royal Bank of Canada)
SEC
N/A