D.A. Davidson Companies Overview

  • Service
  • Investment Bank

  • Founded
  • 1935

Founded
  • Employees
  • 1,400

Employees
  • Serviced Companies
  • 691

  • Serviced Deals
  • 704

  • Serviced Investors
  • 88

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. D.A. Davidson Companies caters to the energy, business products, and services, consumer products and services, financial services, and information technology sectors.

Contact Information

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

D.A. Davidson Companies Services to Companies

Service on a Deal (705)

Company Name Service Provided Deal Date Deal Type Deal Amount
Manhattan Group Advisor: General Mar 2023 00000 0000000
000000 0000000000 Advisor: General Mar 2023 00000 0000000
000000000 0000 000 Advisor: General Mar 2023 00000 0000000
0000000000000 Advisor: General Mar 2023 00000 0000000
000000 000000 00 Advisor: General Feb 2023 00000 0000000
00000 00000 000000 Advisor: General Feb 2023 00000 0000000
00000000 0000 & 00 Advisor: General Jan 2023 00000 0000000
00000000 00000000 Advisor: General Dec 2022 00000 0000000
Amenity Analytics Advisor: General Nov 2022 00000 0000000
Teton Waters Ranch Advisor: General Nov 2022 00000 0000000
You’re viewing 10 of 705 services to companies. Get the full list »

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D.A. Davidson Companies Services to Investors

Service on a Deal — Buy Side (119)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Helbiz Italia Advisor: General Nov 2022 00000 0000000
00000 0000000 Advisor: General Nov 2022 00000 0000000
00000000 0000000 0 Advisor: General Oct 2022 00000 0000000
000000 Advisor: General Sep 2022 00000 0000000
000000 00000 Advisor: General Aug 2022 00000 0000000
000000 000000000 Advisor: General Jul 2022 00000 0000000
0-0000 00000000 00 Advisor: General Jun 2022 00000 0000000
000 000000 0000000 Advisor: General Jun 2022 00000 0000000
Symbotic Advisor: General Jun 2022 00000 0000000
Legato Merger II Advisor: General May 2022 00000 0000000
You’re viewing 10 of 119 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (47)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Workrise Advisor: General Nov 2022 00000 0000000
0000000 Advisor: General Oct 2022 00000 0000000
00 000000000 00000 Advisor: General Dec 2021 00000 0000000
00000000 0000 00 0 Advisor: General Dec 2021 00000 0000000
000 00000000 00000 Advisor: General Dec 2021 00000 0000000
0000000 000000000 Advisor: General Oct 2021 00000 0000000
0000 00 00000000 0 Advisor: General Sep 2021 00000 0000000
0000000000 0000000 Advisor: General Mar 2021 00000 0000000
Peninsula Capital Partners Advisor: General Feb 2021 00000 0000000
Grand Bank (Tulsa) Advisor: General Dec 2020 00000 0000000
You’re viewing 10 of 47 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 (140)

Name Title Deals Office Contact
Info
James Kerr Chief Executive Officer & Chairman 0 Seattle, WA
Lawrence Martinez Chief Executive Officer 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
Rory McKinney President, Equity Capital Markets 00 Great Falls, MT
You’re viewing 5 of 140 team members. Get the full list »

D.A. Davidson Companies Board Members (6)

Name Representing Role Since
Ian Davidson Self Chairman Emeritus 000 0000
James Kerr D.A. Davidson Companies Chief Executive Officer & Chairman 000 0000
Kenneth Marlin D.A. Davidson Companies Vice Chairman, Technology Investment Banking 000 0000
You’re viewing 3 of 6 board members. Get the full list »

D.A. Davidson Companies Subsidiaries (5)

Company Name Industry Location Founded
Silver Steep Partners Investment Bank Seattle, WA 2005
000000 & 000000000 Investment Bank New York, NY 0000
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 »