Robert Simmons Joins D.A. Davidson as Software-Focused Senior Research Analyst

August 18, 2021

New hire strengthens technology focus

D.A. Davidson & Co. announced today that the firm has strengthened its institutional research team and technology coverage with the addition of senior research analyst, Robert Simmons, CFA. He will expand the firm’s coverage of software companies.

“Robert has earned a reputation for his extensive analytical capabilities and deep domain expertise, which will enhance our footprint across the software sector,” said Monte Giese, president of equity capital markets at D.A. Davidson. “Technology continues to be a strategic focus for our group as well as our clients, and the addition of Robert will complement the other recent senior-level hires made across the firm.”

Simmons joins D.A. Davidson with 15 years of equity research experience most recently serving as assistant vice president at RBC Capital Markets where he covered enterprise application software. He previously held roles with Janney Capital Markets and Mizuho Securities. He earned a master’s degree in finance from Boston College and a bachelor’s degree in economics from Brandeis University.

Simmons becomes part of an award-winning institutional research team of 19 research analysts that provide coverage of approximately 340 publicly traded companies across four core industry verticals. With the recently announced acquisition of Marlin & Associates, D.A. Davidson will have approximately 60 professionals across its equity capital markets group solely focused on technology. Since 2019, the combined group has completed over 40 advisory transactions and raised more than $20 billion in total capital across more than 35 public offerings. On September 9, 2021, the team will host its 20th annual software & internet conference, with over 500 public and private companies and institutional investors in attendance.

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. The firm’s industry-driven research team is supported by a dedicated group of sales and trading professionals.

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 28 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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