Trust Banks

Bold indicates Berkshire Capital client

Date Announced Seller Buyer Type AUM ($mm)
August 2001
The Southeastern Trust Company
BB&T Corporation
TB
700
December 2000
Northwestern Trust & Investors Advisory
Wells Fargo & Company
TB
3,200
December 2000
Resource Companies Inc.
U.S. Trust Corporation (subsidiary of Charles Schwab Corporation)
TB
2,000
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
September 1998
Republic New York Corporation (Trust Subsidiary)
North Fork Bancorporation, Inc.
TB
60
May 1994
Eagle Management & Trust Company
Boatmen's Trust Company
TB
1,117