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Wealth Management
Bold
indicates Berkshire Capital client
Date Announced
Seller
Buyer
Type
AUM ($mm)
December 2007
Davidson Capital Management
Boston Private Financial Holdings, Inc.
WM
1,000
May 2007
Bingham Legg Advisers LLC
Wilmington Trust Corporation
WM
2,400
March 2007
Lydian Wealth Management
City National Corporation
WM
7,300