Products & Services

Sales & Trading

High quality and timely research drives our institutional equity business, serving as the foundation on which our sales, trading and research activities are built.Coast-to-coast coverage: our Institutional Sales and Trading hubs are located in major cities across the country.

PORTLAND | DENVER | NEW YORK | BOSTON

Capital Markets

A seasoned team with decades of experience that is interested in your long-term success, offering a wide array of services including:

Initial Public (IPOs) and Follow-On offerings
 At-The-Market offerings (ATMs)
 Preferred securities offerings
 Registered direct offerings
 Private Placements and Private Investments in Public Equities (PIPEs)
 Unit Investment Trusts (UITs)

Brokered CD Underwriting

Over $10 billion raised for banks across the U.S.

We focus on the needs of commercial banks, both small and large, and can structure deals ranging in size from $1mm to $250mm or more per maturity. Our team’s depth and breadth of experience, coupled with our commitment to personal attention, allows us to deliver the exceptional service you need.

Corporate Services

Exceeding executive expectations.

Our Corporate Services Group provides a comprehensive list of corporate and private client services to companies and corporate executives including: 
Corporate Repurchases
Stock Option Programs
Restricted Stock and Rule 144 Transactions
10b5-1 Trading Plans
 Directed Shares in Public Offerings Corporate Cash Management
Wealth Management

Investment Banking

As a full-service investment bank, D.A. Davidson provides objective, candid advice clients value and trust. We are not limited to a single solution, but instead offer guidance on a broad range of strategic advisory and capital markets needs. Our clients and their needs are unique, and we keenly understand that each solution must also be uniquely crafted to address those needs. Our full-service capabilities, coupled with our senior bankers’ creativity and tenacity, allow us to deliver precise, high-impact solutions on behalf of our clients.

Institutional Research

We’ve got it covered

We provide analysis and actionable research recommendations on companies within
selected industries for institutional clients investing in North America.