D.A. Davidson Expands Its Financial Sponsors Coverage with New Hire Zach Rosen, Managing Director

January 18, 2023

D.A. Davidson & Co. is pleased to announce that Zach Rosen has joined as a Managing Director in the Financial Sponsors Group in the New York office, where he will be responsible for further developing the financial sponsor coverage platform, with a focus on broadening and deepening relationships with Technology-focused private equity firms around the United States.

Rosen has nearly 20 years of industry experience and has been focused on the Technology sector since 2008. He brings strong relationships and a successful record of sourcing deals and investment opportunities. “He will play a critical role in enhancing D.A. Davidson’s coverage of middle-market private equity firms and will deliver the full capabilities of the firm, including mergers and acquisitions, debt advisory, and equity capital markets services,” said Yaron Redlich, Head of the Financial Sponsors Group at D.A. Davidson. Rory McKinney, President of the Equity Capital Markets Group, further commented: “We are focused on growing our Financial Sponsors effort as it is one of our core strategic initiatives across D.A. Davidson, and I’m excited to bring someone on our team with Zach’s background and industry expertise which will add immediate value to our clients.”

“I have spent my career developing relationships with leaders across the technology vertical, from founders and operators to venture capital, private equity, and public equity investors. I look forward to partnering with D.A. Davidson’s strong sector coverage bankers and providing unique insights and attractive investment opportunities to our clients,” remarked Zach Rosen, Managing Director at D.A. Davidson.

Most recently, Rosen was with KeyBanc Capital Markets, where he led their Tech-focused sponsor coverage efforts and provided debt and equity financing to support leveraged buyouts, growth capital, add-on acquisitions, and IPOs. Prior to KeyBanc, Rosen worked for Pacific Crest Securities and Prudential Equity Group. He received a bachelor’s degree from Colorado College and an MBA from the University of North Carolina - Chapel Hill.

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 with corporate headquarters in Great Falls, Montana, and regional headquarters in Denver, Los Angeles, New York, Omaha and Seattle, the company has approximately 1,525 employees and offices in 28 states.

Subsidiaries include: D.A. Davidson & Co., a full-service investment firm providing wealth management, investment banking, equity and fixed income capital markets services, and advice; Davidson Investment Advisors, a professional asset management firm; and D.A. Davidson Trust Company, a trust and wealth management company.

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