D.A. Davidson Companies

D.A. Davidson Companies Overview

Service Investment Bank
Founded 1935
Founded
Employees 1,400
Employees
Serviced Companies 525
Serviced Deals 536
Serviced Investors 61

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 (537)

Company Name Service Provided Deal Date Deal Type Deal Amount
Zillow Group Underwriter May 2020 00000 0000000
000 00000 Advisor: General Mar 2020 00000 0000000
00000 0000 00 0000 Advisor: General Mar 2020 00000 0000000
0000000 0000 Advisor: General Feb 2020 00000 0000000
000000 000000000 Advisor: General Feb 2020 00000 0000000
0000000000 Advisor: General Feb 2020 00000 0000000
0000000 0000000000 Advisor: General Jan 2020 00000 0000000
000 0000 (0000000 Advisor: General Jan 2020 00000 0000000
Steripod Brand Advisor: General Jan 2020 00000 0000000
Cornerstone Bank (West Union) Advisor: General Jan 2020 00000 0000000
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D.A. Davidson Companies Services to Investors

To view D.A. Davidson Companies's complete investor service history, request access >>

Service on a Deal — Buy Side (89)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Heartland Bank Advisor: General Apr 2020 00000 0000000
0000000 0000000 00 Advisor: General Feb 2020 00000 0000000
00000000 Advisor: General Nov 2019 00000 0000000
000 000000000000 0 Advisor: General Nov 2019 00000 0000000
0000 0000 0000000 Advisor: General Oct 2019 00000 0000000
00000000 00000000 Advisor: General Oct 2019 00000 0000000
000000 00000 0000 Advisor: General Oct 2019 00000 0000000
000000000 Advisor: General Aug 2019 00000 0000000
Two Rivers Financial Advisor: General May 2019 00000 0000000
Landec Advisor: General Dec 2018 00000 0000000

Service on a Deal — Sell Side (34)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Globe International Advisor: General Aug 2019 00000 0000000
000000000000 Advisor: General Jun 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
00000 000000 Advisor: General Sep 2017 00000 0000000
0000000 0000000 00 Advisor: General Sep 2017 00000 0000000
MB Financial Bank Advisor: General Jan 2017 00000 0000000
Eagle Private Capital Advisor: General Oct 2016 00000 0000000

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 (112)

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

55 Former Team Members

D.A. Davidson Companies Board Members (5)

To view D.A. Davidson Companies‘s full board member team, request access >>
Name Representing Role Since
Ian Davidson Self Chairman Emeritus 000 0000
James Kerr D.A. Davidson Companies Chief Executive Officer & Chairman 000 0000
Samuel Doyle D.A. Davidson Companies Vice Chairman of Fixed Income Capital Markets 000 0000

2 Former Board Members

D.A. Davidson Companies Subsidiaries (5)

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
00000000 000000000 Asset Management Great Falls, MT 0000
00000000000, 00000 Commercial Bank Omaha, NE