Norman, Oklahoma

Excellence in higher education and tribal finance.

The Norman, Oklahoma Fixed Income Capital Markets office of D.A. Davidson was established in 2005 with the acquisition of Kirkpatrick Pettis. In fact, this office has been serving the fixed income market since 2000.

Originally established as a “general practice” public finance office with a higher education and state agency focus, the Norman operation has evolved over the years and has developed expertise in the funding of:

  • Educational facility lease revenue bonds in support of Oklahoma School District capital improvement funding needs
  • Sales tax revenue supported county detention facilities
  • Tribal essential governmental function projects

Milestones include:

  • The Oklahoma office has successfully placed over 200 lease revenue bond issues for Oklahoma school districts totaling in excess of $2 billion over the past 15 years.
  • Thomson Reuters ranks D.A. Davidson in Oklahoma as No. 1 Book Running Manager based on the number of negotiated issues with $472.6 million for FY 2016.
  • The first D.A. Davidson office to privately place a non-rated, bank-qualified Tribal Essential Governmental Function sales tax revenue bond issue ($8 million Oglala Sioux Tribe – Pine Ridge Indian Reservation). Subsequently, $113 million additional bonds representing 14 separate issues and for four other Tribal governments have been issued.
  • This office delivered the largest sales tax supported county detention center project in the State of Oklahoma ($52 million Cleveland County Oklahoma Justice Authority). Additionally, the office has issued an additional $220 million in detention bonds for 14 separate Oklahoma issuers.

Since 2000, the bankers in our Norman office have served as Underwriter, Financial Advisor, or Placement Agent for over $4 billion in fixed income security transactions.

NORMAN, OK:

3750 W. Main St.
Suite 132
Norman, OK 73072

DIRECT LINE

(405) 360-9238

TOLL FREE PHONE

(800) 406-9238

Transactions

Amount Date Issuer Role Deal Type Branch
$13,030,000 12/28/2017 Marshall County Educational Facilities Authority - Educational Facilities Lease Revenue Bonds (Madill Public Schools Project), Series 2017A (Tax-Exempt) Manager Negotiated Norman
$890,000 12/28/2017 Marshall County Educational Facilities Authority - Educational Facilities Lease Revenue Bonds (Madill Public Schools Project), Series 2017B (Federally Taxable) Manager Negotiated Norman
$5,430,000 12/20/2017 Pontotoc County Educational Facilities Authority Educational Facilities Lease Revenue Bonds (Allen Public Schools Project) Series 2017 Manager Negotiated Norman
$21,435,000 09/14/2017 Cache Educational Facilities Authority Educational Facilities Lease Revenue Bonds (Cache Public Schools Project) $19,705,000 Series 2017A (Tax-Exempt); $1,730,000 Series 2017B (Federally Taxable) Manager Negotiated Norman
$28,605,000 08/14/2017 Cleveland County Educational Facilities Authority Educational Facilities Lease Revenue Bonds (Noble Public Schools Project) Series 2017 Manager Negotiated Norman

Norman Team