News

D.A. Davidson & Co. announced today that Peter J. Winter has joined D.A. Davidson’s Institutional Research Group as a Managing Director and Senior Research Analyst to lead stock coverage of regional banks

D.A. Davidson & Co. announced today that it has served as the exclusive financial advisor to ThoughtFocus, on its growth investment from H.I.G. Capital, a leading global private equity and alternative assets investment firm with $52 billion of equity capital under management.

D.A. Davidson & Co. announced today that it served as exclusive financial advisor to Eskola Roofing & Waterproofing on its majority recapitalization with Eagle Merchant Partners.

D.A. Davidson & Co. announced today that it has served as the exclusive strategic and financial advisor to ConnexPay on its $110 million Series C capital raise led by FTV Capital and with participation from existing investors Panoramic Ventures and F-Prime.

D.A. Davidson & Co. announced today the opening of a new wealth management office in Lexington, South Carolina, with the addition of two advisors and three registered client associates.

D.A. Davidson & Co. today announced survey results revealing that only one in three (34%) adult Americans has an estate plan. Of those who do have an estate plan, 20% have not updated their plan in the last five years. 72% of women do not have an estate plan compared to 59% of men.

D.A. Davidson & Co. announced today that the firm has strengthened its Fixed Income Capital Markets group with the addition of Lee White, a veteran public finance investment banker

D.A. Davidson & Co. announced today that it has served as the exclusive strategic and financial advisor to Global IQX, a leader in insurance procurement and automated employee benefits technology, on its sale to Majesco, a global company that provides cloud insurance software solutions for insurance business transformation.

D.A. Davidson & Co.’s Special District Group, a nationally recognized team of capital market professionals, has achieved the single largest C-PACE financing ever closed in the United States.

D.A. Davidson & Co., an employee-owned financial services firm that offers wealth management, investment banking, equity research and fixed income capital markets services, announced today the appointment of Rory McKinney as President of Equity Capital Markets, succeeding Monte Giese, who is retiring.