D.A. Davidson Companies Overview
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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.
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
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Advisor: General
Mar 2023
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Advisor: General
Mar 2023
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Advisor: General
Mar 2023
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Advisor: General
Feb 2023
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Advisor: General
Feb 2023
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Advisor: General
Jan 2023
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Advisor: General
Dec 2022
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Amenity Analytics
Advisor: General
Nov 2022
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Teton Waters Ranch
Advisor: General
Nov 2022
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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
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Advisor: General
Nov 2022
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Advisor: General
Oct 2022
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Advisor: General
Sep 2022
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Advisor: General
Aug 2022
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Advisor: General
Jul 2022
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Advisor: General
Jun 2022
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Advisor: General
Jun 2022
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Symbotic
Advisor: General
Jun 2022
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Legato Merger II
Advisor: General
May 2022
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Service on a Deal — Sell Side (47)
Investor Name
Service Provided
Deal Date
Deal Type
Deal Amount
Workrise
Advisor: General
Nov 2022
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Advisor: General
Oct 2022
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Advisor: General
Dec 2021
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Advisor: General
Dec 2021
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Advisor: General
Dec 2021
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Advisor: General
Oct 2021
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Advisor: General
Sep 2021
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Advisor: General
Mar 2021
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Peninsula Capital Partners
Advisor: General
Feb 2021
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Grand Bank (Tulsa)
Advisor: General
Dec 2020
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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
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Great Falls, MT
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