Archived Press
Releases and Articles
(Berkshire
Capital client indicated by bold typeface)
January
31, 2008
Asset
Management Finance Announces Investment in Employee Buyout
of Forest Investment Associates
January
2, 2008
GenSpring
Family Offices Acquires
Inlign Wealth Management
December
11, 2007
Boston
Private
acquires Davidson Capital Management
October
22, 2007
Johnson
Financial
unit to become Optique with buyout
August
1, 2007
Savills
Acquires US Firm Granite Partners LLC Forms Foundation for
Savills' Expansion into the US Market
May 7, 2007
Wilmington
Trust Acquires Wealth Advisory Firm in Boston
April
23, 2007
Federated
Investors, Inc. to
Broaden International Prodcut Line
April
11, 2007
Columbia
Management Advisors Agrees to Sell Its Colonial Closed-End
Fund Management Business
March
27, 2007
City
National Corp. to Acquire Lydian Wealth Management
September
8, 2006
Banc
of America Investment Advisor, Inc. Agrees to Sell
Its Liberty All-Star Closed-End Fund Management Business
June
5, 2006
MilleniumAssociates
AG and Berkshire Capital Securities LLC Strike Strategic Alliance
May
30, 2006
E*Trade
Financial Advances Wealth Management Strategy With
Acquisition of Retirement Advisors of America
May
10, 2006
DTZ
Builds North American Business with Acquisition of 50% Interest
in New York based Rockwood Realty Associates LLC
April
25, 2006
StanCorp
Financial Group, Inc. Reports First Quarter 2006 Results and
Announces Agreement to Acquire Invesmart
March
28, 2006
Harris
and the Phoenix Companies Agree to Strategic Alliance on Insight
Funds Management and Distribution
March
24, 2006
City
National Corp. to Acquire Independence Investment
LLC
September
13 , 2005
Canaccord
Capital Inc. to Acquire Adams Harkness Financial
Group, Inc.
August
31, 2005
Bank
Hapoalim to Purchase the American Brokerage Company
"Investec"
August
9, 2005
E*Trade
Financial Bolsters Wealth Management Strategy With Acquisition
of Kobren Insight Management
July
19, 2005
Sandy
Spring Bancorp Reports 22% Increase in Second Quarter Net
Income and Agrees to Acquire West Financial Services,
Inc.
July
12, 2005
Hancock
Timber Resource Group to Acquire Pru Timber
June
24, 2005
Leading
Mult-Manager Firm Joins Top-Tier Global Asset Manager
May
2, 2005
Sunrise
Senior Living to buy Greystone
April
4, 2005
Half
Full or Half Empty?
March
21, 2005
Washington
Trust to Acquire Weston Finanical Group, Inc.,
A $1.2 Billion High Net Worth Investment Adviser
March
9, 2005
NewAlliance
Bancshares to Acquire Hartford-Based Trust Company
of Connecticut
February
22, 2005
Janney
Montgomery Scott
Announces Agreement to Acquire Parker/Hunter
January
27, 2005
Muni
Mae
to Purchase Real Estate Investment Management Group From AXA
Financial, Inc.
December
1 7, 2004
The
Principal Finacial Group to buy defined contribution
administration business from
ABN AMRO
September
7, 2004
Mellon
to Establish Rhode Island Presence Through Acquisition of
The Providence Group Investment Advisory Company
August
2004
How
to Make Money in Wealth Managment by Elizabeth Bloomer
Nesvold
August
17, 2004
Alliance
Bank N.A. to Acquire Portion of HSBC's Trust
Business
Junel
30, 2004
First
Republic
Acquires Bay Isle Private Client Asset Business
April
22, 2004
Regions
to Introduce RMK Timberland Group with Purchase of
Evergreen Timberland
April
5, 2004
Wilmington
Trust
Affiliates with Grant, Tani, Barash & Altman
March
29, 2004
MBIA
Agrees to Sell 1838 Investment Advisors
March
23, 2004
LPL
to Acquire Phoenix's Broker/Dealer Operations Supports Firms'
Core Businesses; LPL Gains Distribution, Insurance Expertise,
Phoenix Focuses on Manufacturing
October
14, 2003
Knight
Trading Group to Acquire Donaldson & Co.
February
03, 2004
Berkshire Capital's Annual
M&A Review Highlights Current Trends in the Asset Management
Industry
September
17, 2003
Bank One to Buy Real Estate
Securities Manager
August
25, 2003
Berkshire
Capital client John Hancock Advisers to Acquire
M.S.B. Fund
August
22, 2003
CI
Fund Management and Synergy Asset Management announce
the acquisition of Synergy by CI
June
05,
2003
Eaton
Vance To Acquire 80% Interest In Parametric
Portfolio Associates. Strategic
Expansion of Eaton Vance’s Tax-Managed And Separate
Account Businesses.
May
02, 2003
Dalton,
Greiner, Hartman, Maher & Co. completes ownership transaction.
April
24, 2003
Securian Financial
Group forms
strategic alliance with Waddell & Reed
March
3, 2003
Asset Management Remains
An Attractive Market For Financial Service Companies - Berkshire
Capital Corporation's Annual M&A Survey Highlights Current
Trends
February 19, 2003
Wachovia
Corp and Prudential
Financial, Inc. to form Premier National Retail Financial
Advisory
Firm
|
