8 Third Street North,
Great Falls, Montana 59401
United States
(800) 332-5915
www.dadavidson.com/WHAT-WE-DO/Investment-Banking
D.A. Davidson & Co. is a full service investment banking and brokerage firm serving a broad variety of corporate and individual clients with investment banking, wealth management, trading, trust and advisory services in equity and fixed income markets. D.A. Davidson's investment banking group provides a full range of advisory and execution services in the areas of mergers and acquisitions, public and private equity offerings, senior and subordinated debt financings, financial restructurings and fairness opinions. The Firm's clients include companies from consumer and retail, diversified, energy services, engineering, construction, building materials, financial services, real estate, and technology sectors. D.A. Davidson & Co. was formed in 1935 and is based in Lake Oswego, Oregon.
| Year | ≤ '19 | '20 | '21 | '22 | '23 | '24 | T |
|---|---|---|---|---|---|---|---|
| Buyside (4.0/yr) | 43 | 2 | 5 | 5 | - | 8 | 63 |
| Sellside (9.6/yr) | 59 | 7 | 13 | 16 | 5 | 7 | 107 |
| 170 | |||||||
| Target Company | Date | Value | Type |
|---|---|---|---|
| Sign-up to View | 2024-11-22 | - | Energy Services and Equipment |
| Sign-up to View | 2024-10-24 | - | E-Commerce |
| Sign-up to View | 2024-10-01 | - | Software |
| Sign-up to View | 2024-09-24 | - | Software |
| Sign-up to View | 2024-09-23 | - | Information Services |
| Sign-up to View | 2024-08-28 | - | Financial Services |
| Sign-up to View | 2024-07-22 | 18M USD | Consumer Products |
| Sign-up to View | 2024-06-25 | - | Food |
| Sign-up to View | 2024-05-23 | - | Information Technology |
| Sign-up to View | 2024-05-15 | 116M USD | Financial Services |
| View All >> | |||
| Sector | # | Value | |
|---|---|---|---|
| Financial Services | Sign-up to View | ||
| Consumer Products | Sign-up to View | ||
| Software | Sign-up to View | ||
| Internet Software and Services | Sign-up to View | ||
| Information Technology | Sign-up to View | ||
| Business Services | Sign-up to View | ||
| Food | Sign-up to View | ||
| Construction | Sign-up to View | ||
| Metals/Mining | Sign-up to View | ||
| Manufacturing | Sign-up to View | ||
| Distribution | Sign-up to View | ||
| Automotive | Sign-up to View | ||
| Machinery | Sign-up to View | ||
| Electrical Equipment | Sign-up to View | ||
| Medical Products | Sign-up to View | ||
| Information Services | Sign-up to View | ||
| Consumer Services | Sign-up to View | ||
| Apparel/Textiles | Sign-up to View | ||
| Healthcare Services | Sign-up to View | ||
| Retail | Sign-up to View | ||
| Life Science | Sign-up to View | ||
| E-Commerce | Sign-up to View | ||
| Building Materials | Sign-up to View | ||
| Staffing | Sign-up to View | ||
| Education | Sign-up to View | ||
| Technology Hardware | Sign-up to View | ||
| Aerospace | Sign-up to View | ||
| Energy Services and Equipment | Sign-up to View | ||
| Agriculture | Sign-up to View | ||
| Engineering | Sign-up to View | ||
| Real Estate | Sign-up to View | ||
| Environmental | Sign-up to View | ||
| Total | Sign-up to View | ||
| State/Country | # | Value | |
|---|---|---|---|
| United States | Sign-up to View | ||
| California | Sign-up to View | ||
| Washington | Sign-up to View | ||
| Oregon | Sign-up to View | ||
| Montana | Sign-up to View | ||
| Texas | Sign-up to View | ||
| Colorado | Sign-up to View | ||
| Arizona | Sign-up to View | ||
| Minnesota | Sign-up to View | ||
| Illinois | Sign-up to View | ||
| Utah | Sign-up to View | ||
| New York | Sign-up to View | ||
| Tennessee | Sign-up to View | ||
| Florida | Sign-up to View | ||
| Ohio | Sign-up to View | ||
| Wyoming | Sign-up to View | ||
| Michigan | Sign-up to View | ||
| New Jersey | Sign-up to View | ||
| Idaho | Sign-up to View | ||
| Rhode Island | Sign-up to View | ||
| Nevada | Sign-up to View | ||
| Missouri | Sign-up to View | ||
| Hawaii | Sign-up to View | ||
| West Virginia | Sign-up to View | ||
| Canada | Sign-up to View | ||
| Australia | Sign-up to View | ||
| China | Sign-up to View | ||
| Finland | Sign-up to View | ||
| United Kingdom | Sign-up to View | ||
| Domestic | Sign-up to View | ||
| Cross-border | Sign-up to View | ||
| Total | Sign-up to View | ||
| Type | # | Value | |
|---|---|---|---|
| Add-on Acquisition | Sign-up to View | ||
| Divestiture | Sign-up to View | ||
| Buyout (LBO, MBO, MBI) | Sign-up to View | ||
| Growth Capital | Sign-up to View | ||
| Merger | Sign-up to View | ||
| Secondary Buyout | Sign-up to View | ||
| Venture | Sign-up to View | ||
| Recapitalization | Sign-up to View | ||
| Total | Sign-up to View | ||
| PE Firms (10) | Deals |
|---|---|
|
Sign-up to View |
1 |
|
Sign-up to View |
1 |
|
Sign-up to View |
1 |
| Corporate (132) | Deals |
|---|---|
|
Sign-up to View |
17 |
|
Sign-up to View |
5 |
|
Sign-up to View |
4 |
| Value | # | TOTAL |
|---|---|---|
| > $1B | Sign-up to View | |
| $100M to $1B | Sign-up to View | |
| < $100M | Sign-up to View | |
| TOTAL | Sign-up to View | |
| Largest |
Opus Bank $1.0B (2020-02-03) |
|
