Explore the top 100 privately held software companies in this year’s edition of The Herd. D.A. Davidson’s Technology Investment Banking team is happy to share further insights in this 5th annual edition, highlighting rising start-ups and late-stage funded giants. 🔗 https://dadvdsn.co/3TcxsEL #TheStrengthOfAdvice Greg Thomas, Jonathan Lejuez, CFA, Gary Morabito, David Douglas, Gil Luria, Rudy Kessinger, Rory McKinney
D.A. Davidson Equity Capital Markets
Investment Banking
Irvine, California 7,510 followers
Helping middle market businesses navigate strategic and financial alternatives to achieve their growth objectives.
About us
D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions, and municipalities nationwide. Founded in 1935 with corporate headquarters in Great Falls, Montana, and regional headquarters in Denver, Orange County, New York, Omaha, and Seattle, the company has approximately 1,600 employees and offices in 29 states. D.A. Davidson Companies is comprised of D.A. Davidson & Co., which includes Equity Capital Markets, Fixed Income Capital Markets, and Wealth Management; Davidson Investment Advisors; and D.A. Davidson Trust Company. D.A. Davidson’s Equity Capital Markets Group provides capital markets services and products that include investment banking, institutional sales, trading, research, and corporate services.
- Website
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https://dadavidson.com/WHAT-WE-DO/Equity-Capital-Markets
External link for D.A. Davidson Equity Capital Markets
- Industry
- Investment Banking
- Company size
- 1,001-5,000 employees
- Headquarters
- Irvine, California
- Type
- Privately Held
- Founded
- 1935
- Specialties
- Mergers & Acquisitions, Investment Banking, Cross-border Transactions, Capital Raises, Growth Equity, and Debt Advisory
Locations
Employees at D.A. Davidson Equity Capital Markets
Updates
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Day 2 of D.A. Davidson’s 3rd Annual Big Sky Tech Summit is coming to a close. Tonight, we’re sharing cocktails at the base of the mountain to celebrate new heights in relationships ahead of a final day of 1x1 meetings 🥂 Next week, we’ll be sharing key takeaways from our 2024 event, complete with highlights from our Debt Advisory and M&A Environment panels, as well as key takeaways from the conversations we’ve had throughout the conference. Stay tuned! Larry Martinez Andrew I. Davidson Rory McKinney Aalap Merchant Greg Thomas Amy Seach Johnson Yaron Redlich Zach Rosen Greg Hartlein Jonathan Lejuez, CFA Michael Maxworthy Tom Selby David Douglas Derek Heinonen Eddie McCarthy Alphonse Sisca Jordan Wittbrot Elena Barger Chase Crean Erik Paustenbaugh Joe Tamburello
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This afternoon at D.A. Davidson's 3rd Annual Big Sky Tech Summit, Jeff Bowman at Foley & Lardner LLP and Amy Risseeuw at Wyrick Robbins were joined by Charles Chen at Level Equity, Eugene Nogi at Guidepost Growth Equity, and Adrian Polak at Strattam Capital for our lunch panel, Bridging the Gap: Perspectives in the Current M&A Environment. The panel discussed: - Evolution of deal structures in recent years - Operational and legal preparation for a sale - Friction points in negotiations - Tech-specific considerations - Post-closing matters - Legal team dynamics - Deal outlook for remainder of 2024 and FY2025 Look for our key takeaways in your inbox next week where we’ll be sharing more insights from today’s conversations!
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Good morning, Montana! We look forward to another productive day with over 200 additional 1x1 meetings and a lunch panel hosted by Foley & Lardner LLP and Wyrick Robbins, followed by dinner at the base of the mountain. Larry Martinez Andrew I. Davidson Rory McKinney Aalap Merchant Greg Thomas Amy Seach Johnson Yaron Redlich Zach Rosen Greg Hartlein Jonathan Lejuez, CFA Michael Maxworthy Tom Selby David Douglas Derek Heinonen Eddie McCarthy Alphonse Sisca Jordan Wittbrot Elena Barger Chase Crean Erik Paustenbaugh Joe Tamburello
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We’re wrapping up day #1 with a welcome dinner in the great outdoors. It’s exciting to be joined by Andrew I. Davidson, representing D.A. Davidson Companies’ full-service platform. Thank you everyone for coming out and enjoying the evening with us before another full day of meetings and presentations. Rory McKinney Aalap Merchant Greg Thomas Amy Seach Johnson Yaron Redlich Zach Rosen Greg Hartlein Jonathan Lejuez, CFA Michael Maxworthy Tom Selby David Douglas Derek Heinonen Eddie McCarthy Alphonse Sisca Jordan Wittbrot Elena Barger Chase Crean Erik Paustenbaugh Joe Tamburello
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Adapting To Economic Shifts: Structured Debt Solutions In A Volatile Environment, our first panel of the 2024 Big Sky Tech Conference, is in session. Amy Seach Johnson is joined by Alissa Palatiello (Principal, Credit Investments at Accel-KKR), Rashad Kawmy, CFA (Partner at Boundary Street Capital), and Aaron Mack (Managing Director at Crestline Investors, Inc.) to discuss: - How technology companies can best prepare to approach the debt market - Current trends in providing minimally dilutive capital to growth technology companies - Shifts in the overall lending environment and key features of their capital solutions Want to learn more? Keep an eye on your inbox, we’ll be sharing takeaways from our conference next week 📫
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Today is day #1 of D.A. Davidson’s 3rd Annual Big Sky Tech Summit! We’re excited to welcome 34 private technology companies at unique inflection points in their growth and 40 investors to Big Sky, Montana for a week of insightful meetings and commentary ⛰️ The Big Sky Tech Summit is the ultimate destination event where founders, executives, and investors will have the opportunity to participate in a best-in-class technology conference while experiencing all that Montana has to offer ‒ stunning scenery, rugged luxury, and adventure for all. Stay tuned for more live updates from our biggest private tech event of the year. Larry Martinez Andrew I. Davidson Rory McKinney Aalap Merchant Greg Thomas Amy Seach Johnson Yaron Redlich Zach Rosen Greg Hartlein Jonathan Lejuez, CFA Michael Maxworthy Tom Selby David Douglas Derek Heinonen Eddie McCarthy Alphonse Sisca Jordan Wittbrot Elena Barger Chase Crean Erik Paustenbaugh Joe Tamburello
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Please join us in welcoming Jonathan Leong! Jonathan brings over 20 years of experience in M&A and equity and debt capital raising to the Consumer Investment Banking’s Food & Beverage team. #TheStrengthOfAdvice Rory McKinney, Joe Schimmelpfennig, Dan Friedman
Join us in welcoming Jonathan Leong to D.A. Davidson’s Consumer Investment Banking team! With over 20 years of experience in M&A and capital raising, Jonathan is set to enhance our Food & Beverage sector expertise. We look forward to seeing the impact he’ll make as we continue to build a leading practice in this dynamic industry. 🔗 https://dadvdsn.co/4gaQvcA
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D.A. Davidson & Co. announced that it has served as exclusive financial and strategic advisor to ClearGage, a leading provider of healthcare estimate and payment solutions on its strategic merger with PatientPay, the leading patient billing and payments partner for acute, ambulatory and specialty care. Congratulations to the deal team: Greg Hartlein, Aalap Merchant, Eddie McCarthy, and Derek Heinonen!
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Attention: Boston, Denver, and Atlanta! We have two openings for our investment banking associate role within Diversified Industrials. Associates play a vital role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. What to expect: - Associates start on a four-year program with a deep dive into their industry of focus, receive mentorship and sales and public speaking training. - Associates are encouraged to assist in recruiting, college outreach, cultural initiatives and ongoing analyst training. Apply for the Boston/Denver opening: https://dadvdsn.co/3ALYUD4 Apply for the Atlanta opening: https://dadvdsn.co/4g7qKtz #hiring #recruitment #talentacquisition #jobopening