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Securities and Investment Banking
Bold
indicates Berkshire Capital client
Date Announced
Seller
Buyer
Type
AUM ($mm)
September 2008
Capital Financial Group, Inc. / H. Beck, Inc.
Securian Financial Group, Inc.
SEC
N/A
August 2008
Brecek & Young Advisors, Inc. (Securitiy Benefit Corporation)
Securities America Financial Corporation (Amerprise Financial, Inc.)
SEC
N/A