D.A. Davidson Companies Overview

  • Service
  • Investment Bank

  • Year Founded
  • 1935

Year Founded

  • Employees
  • 1,368

Employees

  • Serviced Companies
  • 745

  • Serviced Deals
  • 751

  • Serviced Investors
  • 99

D.A. Davidson Companies General Information

Description

Founded in 1935, D.A. Davidson Companies is an investment banking firm 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 sell and buy-side advisory services which include the sale of companies or divisions, strategic partnering transactions, mergers, leveraged buyouts, management buyouts, acquisitions, and fairness opinions. The firm also caters to clients in the energy, business products, and services, consumer products and services, financial services, and information technology sectors.

Contact Information

Formerly Known As
Davidson D A & Co
Year Founded
1935
Service Provider Type
Investment Bank
Corporate Office
  • 8 Third Street North
  • Great Falls, MT 59401
  • United States
+1 (406) 000-0000

D.A. Davidson Companies Services to Companies

Service on a Deal (752)

Company Name Service Provided Deal Date Deal Type Deal Amount
ZEMA Global Data Advisor: General Jul 2024 00000 0000000
J. Skinner Advisor: General Jun 2024 00000 0000000
Govenda Advisor: General May 2024 00000 0000000
Home Federal Savings Bank Advisor: General May 2024 00000 0000000
Summit Financial Group Advisor: Financial Due Diligence May 2024 00000 0000000
Crimson Steel Supply Advisor: Financial Due Diligence Apr 2024 00000 0000000
Bowman Consulting Underwriter Mar 2024 00000 0000000
Five Star Bank (California) Underwriter Mar 2024 00000 0000000
Proficium (Union City) Advisor: General Mar 2024 00000 0000000
TPG Software Advisor: General Mar 2024 00000 0000000
You’re viewing 10 of 752 services to companies. Get the full list »

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D.A. Davidson Companies Services to Investors

Service on a Deal — Buy Side (131)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Peoples Financial Services Advisor: General Jul 2024 00000 0000000
Sammons Warehouse Solutions Advisor: General May 2024 00000 0000000
Bank of Hope Advisor: General Apr 2024 00000 0000000
Western Illinois Bancshares Advisor: General Apr 2024 00000 0000000
Five Star Credit Union Advisor: General Aug 2023 00000 0000000
Forward Slope Advisor: General Aug 2023 00000 0000000
Alpine Investors Advisor: General Jul 2023 00000 0000000
Alpine Investors Advisor: General Jul 2023 00000 0000000
Vertex Service Partners Advisor: General Jul 2023 00000 0000000
Picture Wealth Advisory Advisor: General May 2023 00000 0000000
You’re viewing 10 of 131 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (51)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Mainstreet Bank Advisor: General Apr 2024 00000 0000000
Argonaut Private Equity Advisor: General Apr 2024 00000 0000000
Acme United Advisor: General Nov 2023 00000 0000000
Acme United Advisor: General Nov 2023 00000 0000000
Fidelity Financial Corp Advisor: General Aug 2023 00000 0000000
Workrise Advisor: General Nov 2022 00000 0000000
SunOpta Advisor: General Oct 2022 00000 0000000
CB Financial Services Advisor: General Dec 2021 00000 0000000
Security Bank of Kansas City Advisor: General Dec 2021 00000 0000000
The Sterling Group Advisor: General Dec 2021 00000 0000000
You’re viewing 10 of 51 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 (163)

Name Title Deals Office
Lawrence Martinez Chief Executive Officer Great Falls, MT
Andrew Davidson President of Davidson Investment Advisors & Vice Chairman of the Board of Directors Great Falls, MT
Steven Condon President, Asset Management and Trust, D.A. Davidson Trust Company Great Falls, MT
Rory McKinney President, Equity Capital Markets 00 Great Falls, MT
Marc Dispense President of Fixed Income Capital Markets Denver, CO
You’re viewing 5 of 163 team members. Get the full list »

D.A. Davidson Companies Board Members (7)

Name Representing Role Since
Andrew Davidson D.A. Davidson Companies President of Davidson Investment Advisors & Vice Chairman of the Board of Directors 000 0000
Kenneth Marlin D.A. Davidson Companies Managing Director & Vice Chairman, Technology Investment Banking 000 0000
You’re viewing 2 of 7 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
Capital Run Investment Bank Seattle, WA 0000
Davidson Investment Advisors Asset Management Great Falls, MT 0000
Kirkpatrick, Pettis, Smith, Polian Commercial Bank Omaha, NE
To view D.A. Davidson Companies’s complete subsidiaries history, request access »

D.A. Davidson Companies FAQs

  • When was D.A. Davidson Companies founded?

    D.A. Davidson Companies was founded in 1935.

  • Who is the CEO of D.A. Davidson Companies?

    Lawrence Martinez is the CEO of D.A. Davidson Companies.

  • Where is D.A. Davidson Companies headquartered?

    D.A. Davidson Companies is headquartered in Great Falls, MT.

  • What is the size of D.A. Davidson Companies?

    D.A. Davidson Companies total number of employees/professionals is 1,368.

  • What service provider type is D.A. Davidson Companies?

    D.A. Davidson Companies's service provider type is Investment Bank.

  • What companies has D.A. Davidson Companies invested in or acquired?

    D.A. Davidson Companies has invested in or acquired companies like Marlin & Associates Holding, Wells Nelson & Associates, and Smith Hayes.

  • What are D.A. Davidson Companies subsidiaries?

    Silver Steep Partners, Capital Run, and Davidson Investment Advisors are subsidiaries of D.A. Davidson Companies.

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