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D.A. Davidson Companies

D.A. Davidson Companies
I-BANK SERVICE
1935 FOUNDED
1,370 EMPLOYEES
495 SERVICED COMPANIES
503 SERVICED DEALS
52 SERVICED INVESTORS
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 offer's 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. The firm serves through 92 offices in 25 states.

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 (504)

Company Name Service Provided Deal Date Deal Type Deal Amount
Heritage Bank of Nevada Advisor: General Aug 2019 00000 0000000
000000 000 Advisor: General Aug 2019 00000 0000000
0000000 000000 Advisor: General Jul 2019 00000 0000000
0000000 00000000 0 Advisor: General Jun 2019 00000 0000000
00 000000000 Underwriter Jun 2019 00000 0000000
000 0000000 0000 Advisor: General Jun 2019 00000 0000000
00000000 0000000 0 Advisor: General Jun 2019 00000 0000000
000 0000 Advisor: General Jun 2019 00000 0000000
LoveSac Underwriter May 2019 00000 0000000
Fastly Underwriter May 2019 00000 0000000
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D.A. Davidson Companies Services to Investors

Service on a Deal — Buy Side (84)

Investor Name Service Provided Deal Date Deal Type Deal Amount
WesBanco Advisor: General Jul 2019 00000 0000000
0000000 000000 Advisor: General Jul 2019 00000 0000000
000 000000000000 0 Advisor: General Jun 2019 00000 0000000
00000000 00000000 Advisor: General May 2019 00000 0000000
000000000 Advisor: General Apr 2019 00000 0000000
000000 Advisor: General Dec 2018 00000 0000000
00000000 00000000 Advisor: General Nov 2018 00000 0000000
000000 0000 Advisor: General Nov 2018 00000 0000000
General Steel Drum Legal Advisor Aug 2018 00000 0000000
Heritage Financial Advisor: General Jul 2018 00000 0000000
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Service on a Deal — Sell Side (35)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Globe International Advisor: General Aug 2019 00000 0000000
000 000000000000 & Advisor: General Mar 2019 00000 0000000
000000 00000 Advisor: General Sep 2018 00000 0000000
0000000 Advisor: General Jul 2018 00000 0000000
00000 00 Advisor: General Dec 2017 00000 0000000
00 0000000 0000000 Advisor: General Oct 2017 00000 0000000
000 000000000 0000 Advisor: General Oct 2017 00000 0000000
00000 000000 Advisor: General Sep 2017 00000 0000000
Transom Capital Group Advisor: General Sep 2017 00000 0000000
MB Financial Bank Advisor: General Jan 2017 00000 0000000
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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 Subsidiaries (4)

Company Name Industry Location Founded
Silver Steep Partners Investment Bank Seattle, WA 2005
0000000 000 Investment Bank Seattle, WA 0000
00000 000000 & 000 Consulting Services (B2B) Oklahoma City, OK 0000
00000000000, 00000 Commercial Bank Omaha, NE
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D.A. Davidson Companies Team (105)

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

47 Former Team Members

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D.A. Davidson Companies Board Members (4)

Name Representing Role Since Contact
Info
Ian Davidson Self Chairman Emeritus 000 0000
James Kerr D.A. Davidson Companies Chief Executive Officer & Chairman 000 0000

2 Former Board Members

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