Greg Hartlein Joins D.A. Davidson Investment Banking

February 4, 2020

Firm Continues Deepening Practice with Technology Expertise

D.A. Davidson & Co. announced today that Greg Hartlein has joined the firm’s technology investment banking team as a director in Boston.

“We are pleased to welcome a professional of Greg’s caliber as we continue growing our tech-focused franchise,” said Rory McKinney, head of investment banking at D.A. Davidson. “More than ever, our clients expect the domain expertise that Greg offers, along with the personalized attention and best-in-class platform that D.A. Davidson investment banking is known for.”

“Greg is a proven professional, with deep knowledge in healthcare IT and enterprise software,” said Joe Morgan, head of technology investment banking. “His breadth of experience, strong relationships and strategic approach allow our technology team to deepen our sector focus.”

D.A. Davidson’s technology investment banking team has experienced significant growth over the past 15 months, with Hartlein as the 10th banker hired since October 2018. The team has successfully completed 28 transactions since June 2017 for an aggregate transaction value of $3.4 billion.

Hartlein said, “I look forward to working alongside this esteemed group of professionals and bringing my relationships and experience in healthcare IT and enterprise software to further broaden the capabilities of the rapidly growing technology franchise at D.A. Davidson. The longevity, impressive track record and employee-owned culture at D.A. Davidson attracted me to the platform and align perfectly with my strategy to build long-term, trusted relationships across the industry to deliver superior outcomes to clients.”

Hartlein joins D.A. Davidson with extensive experience in the investment banking and financial services industry, most recently with Stephens Inc., where he opened the Boston office and was a senior member of the firm’s technology investment banking team. He previously served as a banker with the technology teams of both ThinkEquity LLC and Stifel.

D.A. Davidson’s investment banking division is a leading full-service investment bank that offers comprehensive financial advisory and capital markets expertise. The group has extensive transaction experience serving middle market clients worldwide across five industry verticals: consumer, diversified industrials, financial institutions, real estate and technology.

Together with its European strategic partner, MCF Corporate Finance, D.A. Davidson originates and executes transatlantic M&A transactions under the common brand of D.A. Davidson MCF International.

About D.A. Davidson Companies

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 and headquartered in Montana, with corporate offices in Denver, Los Angeles, Portland and Seattle, the company has approximately 1,400 employees and offices in 26 states.

Subsidiaries include: D.A. Davidson & Co., the largest full-service investment firm headquartered in the Northwest, providing wealth management, investment banking, equity and fixed income capital markets services, and advice; Davidson Investment Advisors, a professional asset management firm; D.A. Davidson Trust Company, a trust and wealth management company; and Davidson Fixed Income Management, a registered investment adviser providing fixed income portfolio and advisory services.

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