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1999 – Present Merger and Investment History

Trace the company's growth from 1999 to the present day.

Closed Date = 10/01/2007

• Acquiree or Investment = A.G. Edwards, Inc.,
• Headquarters =   St. Louis, Missouri
• Transaction Type = Purchase
• Payment = Cash and Stock
• Exchange Ratio/Price Per Share = 0.9844/$35.80

Closed Date = 01/31/2007

• Acquiree or Investment = European Credit Management 
• Headquarters =  London, England
• Transaction Type = Purchase
• Payment = Private
• Exchange Ratio/Price Per Share = Private

Closed Date = 10/01/2006

• Acquiree or Investment =  Golden West Financial Corporation, parent of World Savings Bank
•  Headquarters =  Oakland, California
• Transaction Type = Purchase
• Payment = 77% Stock, 23% Cash
• Exchange Ratio/Price Per Share = 1.051/$18.65

Closed Date = 06/01/2006

• Acquiree or Investment = Defined contribution record-keeping business of Ameriprise Financial
•  Headquarters = Minneapolis, Minnesota         
• Transaction Type = Purchase
• Payment = Private
• Exchange Ratio/Price Per Share = Private

Closed Date = 06/01/2006

• Acquiree or Investment = Metropolitan West Capital Management, LLC
•  Headquarters = Newport Beach, California
• Transaction Type = Purchase
• Payment = Private
• Exchange Ratio/Price Per Share = Private

Closed Date = 05/15/2006

• Acquiree or Investment = American Property Financing, Inc. (APF)
•  Headquarters = New York, NY
• Transaction Type = Purchase
• Payment = Private
• Exchange Ratio/Price Per Share = Private

Closed Date = 03/01/2006

• Acquiree or Investment =  Westcorp and WFS Financial, Inc.
•  Headquarters = Irvine, California
• Transaction Type = Purchase
• Payment = Stock
• Exchange Ratio/Price Per Share = Westcorp 1.2749/WFS Financial 1.4661

Closed Date = 12/12/2005

• Acquiree or Investment = AmNet Mortgage, Inc.
•  Headquarters = San Diego, California
• Transaction Type = Purchase
• Payment = Cash
• Exchange Ratio/Price Per Share = Private

Closed Date = 11/14/2005

• Acquiree or Investment = Minority ownership stake in Golden Capital Management, LLC
• Headquarters = Charlotte, North Carolina
• Transaction Type = Purchase
• Payment = Private
• Exchange Ratio/Price Per Share = Private

Closed Date = 10/06/2005

• Acquiree or Investment = International banking business of UnionBanCal Corporation
• Headquarters = San Francisco, California
• Transaction Type = Purchase
• Payment = Cash
• Exchange Ratio/Price Per Share = Private

Closed Date = 05/06/2005

• Acquiree or Investment = Palmer and Cay, Inc. (insurance brokerage)
•  Headquarters = Savannah, Georgia
• Transaction Type = Purchase
• Payment = Private
• Exchange Ratio/Price Per Share =  Private

Closed Date = 11/01/2004

• Acquiree or Investment = SouthTrust Corporation
•  Headquarters = Birmingham, Alabama
• Transaction Type = Purchase
• Payment = Stock
• Exchange Ratio/Price Per Share = 0.89

Closed Date = 11/01/2004

• Acquiree or Investment = Tanager Financial Services, Inc.
•  Headquarters = Waltham, Massachusetts
• Transaction Type = Purchase
• Payment = Private
• Exchange Ratio/Price Per Share = Private

Closed Date = 01/01/2004

• Acquiree or Investment = Metropolitan West Securities, LLC
•  Headquarters = Los Angeles, California and Short Hills, New Jersey
• Transaction Type = Purchase
• Payment = Private
• Exchange Ratio/Price Per Share = Private

Closed Date = 12/31/2003

• Acquiree or Investment =  The Bank of New York's Employee Investment Plans Division's daily record-keeping and trustees services business
•  Headquarters = New York, New York
• Transaction Type = Purchase
• Payment = Private
• Exchange Ratio/Price Per Share = Private

Closed Date = 12/22/2003

• Acquiree or Investment = Correspondent banking payment processing unit of Harris Bank International Corporation
•  Headquarters = New York, New York
• Transaction Type = Purchase
• Payment = Private
• Exchange Ratio/Price Per Share = Private

Closed Date = 12/17/2003

• Acquiree or Investment = Lend Lease Mortgage Capital
•  Headquarters = Dallas, Texas
• Transaction Type = Purchase
• Payment = Private
• Exchange Ratio/Price Per Share = Private

Closed Date = 11/26/2003

• Acquiree or Investment = AMI Capital Inc., commercial real estate lender
•  Headquarters = Bethesda, Maryland
• Transaction Type = Purchase
• Payment = Private
• Exchange Ratio/Price Per Share = Private

Closed Date = 07/01/2003

• Acquiree or Investment = Wachovia Corp - Prudential Financial, Inc. retail brokerage combination
•  Headquarters = Newark, New Jersey
• Transaction Type = Purchase
• Payment =  
• Exchange Ratio/Price Per Share =

Closed Date = 06/30/2003

• Acquiree or Investment = Retirement services business of PFPC, Inc.
•  Headquarters = Wilmington, Delaware
• Transaction Type = Purchase
• Payment = Private
• Exchange Ratio/Price Per Share = Private

Closed Date = 11/01/2002

• Acquiree or Investment = J.L. Kaplan Associates, LLC
•  Headquarters = Boston, Massachusetts
• Transaction Type = Purchase
• Payment = Cash
• Exchange Ratio/Price Per Share = Private

Closed Date = 10/01/2002

• Acquiree or Investment = Certain assets of E-Risk Services, LLC
•  Headquarters = Flanders, New Jersey
• Transaction Type = Purchase
• Payment = Cash
• Exchange Ratio/Price Per Share = Private

Closed Date = 08/30/2002

• Acquiree or Investment = Cameron M. Harris and Company
•  Headquarters = Charlotte, North Carolina
• Transaction Type = Purchase
• Payment = Stock
• Exchange Ratio/Price Per Share = Private

Closed Date = 12/31/2001

• Acquiree or Investment = Info-One
•  Headquarters = Campbell, California
• Transaction Type = Purchase
• Payment = Cash
• Exchange Ratio/Price Per Share = Private

Closed Date = 11/07/2001

• Acquiree or Investment = Assets of Crawford, Slevin and Hicks
•  Headquarters = Sparks, Maryland
• Transaction Type = Purchase
• Payment = Cash
• Exchange Ratio/Price Per Share = Private

Closed Date = 11/01/2001

• Acquiree or Investment = Rhodes Agency
•  Headquarters = Hawthorne, New Jersey
• Transaction Type = Purchase
• Payment = Stock
• Exchange Ratio/Price Per Share = Private

Closed Date = 11/01/2001

• Acquiree or Investment = Olympic Insurance Associates
•  Headquarters = Iselin, New Jersey
• Transaction Type = Purchase
• Payment = Cash
• Exchange Ratio/Price Per Share = Private

Closed Date = 09/01/2001

• Acquiree or Investment = Wachovia Corporation
•  Headquarters = Winston-Salem, North Carolina
• Transaction Type = Purchase
• Payment = Stock
• Exchange Ratio/Price Per Share = 2.00 + $0.48 cash or 2 DEPs

Closed Date = 05/31/2001

• Acquiree or Investment = Benefit Resources Inc.
•  Headquarters = Mt. Laurel, New Jersey
• Transaction Type = Purchase
• Payment = Cash
• Exchange Ratio/Price Per Share = Private

Closed Date = 05/15/2001

• Acquiree or Investment =  Dilks Cos. Inc.
•  Headquarters = Moorestown, New Jersey
• Transaction Type = Purchase
• Payment = Cash
• Exchange Ratio/Price Per Share = Private

Closed Date = 01/01/2001

• Acquiree or Investment =  JW Genesis Financial Corp.
•  Headquarters = Boca Raton, Florida
• Transaction Type = Purchase
• Payment = Cash
• Exchange Ratio/Price Per Share = $12.00

Closed Date = 08/31/2000

• Acquiree or Investment = The Tribus Companies Inc.
•  Headquarters =Wayne, New Jersey
• Transaction Type = Purchase
• Payment = Stock
• Exchange Ratio/Price Per Share = Private

Closed Date = 08/04/2000

• Acquiree or Investment = First Albany Companies
•  Headquarters = Albany, New York
• Transaction Type = Purchase
• Payment = Cash
• Exchange Ratio/Price Per Share = Private

Closed Date = 07/25/2000

• Acquiree or Investment = Pivot.com
•  Headquarters = Columbus, Ohio
• Transaction Type = Purchase
• Payment = Cash
• Exchange Ratio/Price Per Share = $4 million

Closed Date = 06/01/2000

• Acquiree or Investment = Forum Capital Markets, LLC
•  Headquarters = Old Greenwich, Connecticut
• Transaction Type = Purchase
• Payment = Cash
• Exchange Ratio/Price Per Share = Private

Closed Date = 10/01/1999

• Acquiree or Investment = EVEREN Capital Corporation
•  Headquarters = Chicago, Illinois
• Transaction Type = Purchase
• Payment = Stock
• Exchange Ratio/Price Per Share = 0.8286

Closed Date = 06/04/1999

• Acquiree or Investment = Tattersall Advisory Group
•  Headquarters = Richmond, Virginia
• Transaction Type = Purchase
• Payment = Cash
• Exchange Ratio/Price Per Share =  Private

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