| Relationships | Role | Relationship Start | Relationship End |
| Bb&T Corporation | Parent | 6/30/2007 | 9/30/2010 |
| Bb&T Corporation | Parent | 3/4/2002 | 6/29/2007 |
| Vista Alternative Asset Fund, Lp | Subsidary | 3/19/2007 | 9/30/2010 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Sterling Capital Management Llc | Buyer | Discontinued | 10/1/2010 | ||
| Bb&T Asset Management, Llc | Seller | Discontinued | 3/5/2002 |