| | | | | Securities & Investments Deals |
Target
Seller | Type | Announce
Date | Status | Deal Value
($M) | Target
Total
Assets
($000) | Client accounts
Moody Aldrich Partners, LLC | Asset Manager | 8/15/2012 | Pending | NA | NA | | KLS Professional Advisors Group, LLC | Asset Manager | 1/20/2010 | Completed on 1/20/2010 | 49.7 | NA | | Davidson Capital Management | Asset Manager | 12/11/2007 | Completed on 2/1/2008 | 3.3 | NA | | Bingham, Osborn & Scarborough, LLC | Asset Manager | 7/31/2007 | Completed on 7/31/2007 | 7.1 | 4,519 | | Anchor Holdings LLC | Asset Manager | 2/27/2006 | Completed on 6/1/2006 | 73.3 | NA | | KLS Professional Advisors Group, Inc. | Asset Manager | 10/04/2004 | Completed on 12/31/2004 | 30.0 | NA | Dalton, Greiner, Hartman, Maher & Co.
FleetBoston Financial Corporation | Asset Manager | 5/02/2003 | Completed on 2/6/2004 | 88.5 | NA | | Edward Goldberg | Asset Manager | 6/10/2002 | Completed on 6/10/2002 | 1.7 | NA | | Tuckernuck Partners Inc. | Asset Manager | 6/29/2001 | Completed on 10/1/2001 | 2.0 | NA | | E.R. Taylor Investments Inc. | Asset Manager | 1/08/2001 | Completed on 2/28/2001 | 12.8 | 570 | Sand Hill Advisors Inc.
Sand Hill Advisors, Inc. | Asset Manager | 6/12/2000 | Completed on 8/31/2000 | 16.0 | NA | Westfield Capital Management Inc.
Westfield Capital Management Co., Inc. | Asset Manager | 8/13/1997 | Completed on 10/31/1997 | 31.8 | NA | | Cunningham, Henderson & Papin, Inc. | Asset Manager | 6/19/1995 | Completed on 8/1/1995 | 2.0 | NA |
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