D.A. Davidson Companies Overview

  • Service
  • Investment Bank
  • Founded
  • 1935
Founded
  • Employees
  • 1,400
Employees
  • Serviced Companies
  • 566
  • Serviced Deals
  • 578
  • Serviced Investors
  • 67

D.A. Davidson Companies General Information

Description

D.A. Davidson Companies is an investment banking firm founded in 1935 and headquartered in Great Falls, Montana. The firm offers a full range of advisory and execution services in the areas of mergers and acquisitions, public and private equity offerings, senior and subordinated debt financing, and financial restructurings. Additionally, the firm offers to sell and buy-side advisory services which include the sale of companies or divisions, mergers, strategic partnering transactions, leveraged buyouts, management-led buyouts, acquisitions and fairness opinions. The firm caters to the energy, business products, and services, consumer products and services, financial services, information technology sectors.

Contact Information

Year Founded
1935
Service Provider Type
Investment Bank
Primary Office
  • 8 Third Street North
  • P.O. Box 5015 59403
  • Great Falls, MT 59401
  • United States
+1 (800) 000-0000

D.A. Davidson Companies Services to Companies

Service on a Deal (579)

Company Name Service Provided Deal Date Deal Type Deal Amount
Bowman Consulting Underwriter May 2021 00000 0000000
0000 0000 0000000 Underwriter May 2021 00000 0000000
000000000 Advisor: General May 2021 00000 0000000
000000 000000000 0 Advisor: General May 2021 00000 0000000
000000 Underwriter Apr 2021 00000 0000000
00000000 (00000000 Advisor: General Apr 2021 00000 0000000
00000000 Underwriter Mar 2021 00000 0000000
000000 0000000 000 Underwriter Mar 2021 00000 0000000
Oasis Materials Advisor: General Mar 2021 00000 0000000
Doma (Business/Productivity Software) Advisor: General Mar 2021 00000 0000000
You’re viewing 10 of 579 services to companies. Get the full list »
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D.A. Davidson Companies Services to Investors

Service on a Deal — Buy Side (94)

Investor Name Service Provided Deal Date Deal Type Deal Amount
A-Mark Advisor: General Mar 2021 00000 0000000
000000000 00000 00 Advisor: Financial Due Diligence Mar 2021 00000 0000000
0000 000000000 000 Advisor: General Mar 2021 00000 0000000
000000 0000000 Advisor: General Feb 2021 00000 0000000
000000000 0000 000 Advisor: General Jun 2020 00000 0000000
0000000 0000000 00 Advisor: General Jun 2020 00000 0000000
000000000 0000 Advisor: General Apr 2020 00000 0000000
00000000 Advisor: General Nov 2019 00000 0000000
1St Constitution Bank Advisor: General Nov 2019 00000 0000000
Kentucky Farmers Bank Advisor: General Oct 2019 00000 0000000
You’re viewing 10 of 94 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (41)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Bank of Southern California Advisor: General Apr 2021 00000 0000000
0000000000 0000000 Advisor: General Mar 2021 00000 0000000
00000 0000 (00000) Advisor: General Dec 2020 00000 0000000
000000 000000 Advisor: General Sep 2020 00000 0000000
0000000 0000000 Advisor: General Jan 2020 00000 0000000
000000 0000000 Advisor: General Jan 2020 00000 0000000
00000 0000000000 Advisor: General Oct 2019 00000 0000000
00000 000000000000 Advisor: General Aug 2019 00000 0000000
StoneCalibre Advisor: General Jun 2019 00000 0000000
EYP Architecture & Engineering Advisor: General Mar 2019 00000 0000000
You’re viewing 10 of 41 services on a deal — sell side. Get the full list »

D.A. Davidson Companies Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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D.A. Davidson Companies Team (116)

Name Title Deals Office Contact
Info
James Kerr Chief Executive Officer & Chairman 0 Seattle, WA
Lawrence Martinez President Great Falls, MT
Steve Condon President, Asset Management and Trust, D.A. Davidson Trust Company Boston, MA
Andrew Davidson President, Davidson Investment Advisors Great Falls, MT
Monte Giese President, Equity Capital Markets of D.A. Davidson & Co. 0 Great Falls, MT
You’re viewing 5 of 116 team members. Get the full list »

D.A. Davidson Companies Board Members (5)

Name Representing Role Since
Ian Davidson Self Chairman Emeritus 000 0000
James Kerr D.A. Davidson Companies Chief Executive Officer & Chairman 000 0000
You’re viewing 2 of 5 board members. Get the full list »

D.A. Davidson Companies Subsidiaries (4)

Company Name Industry Location Founded
Silver Steep Partners Investment Bank Seattle, WA 2005
0000000 000 Investment Bank Seattle, WA 0000
00000000 000000000 Asset Management Great Falls, MT 0000
00000000000, 00000 Commercial Bank Omaha, NE
To view D.A. Davidson Companies’s complete subsidiaries history, request access »