Portland, Oregon

A dedication to Oregon public finance.

D.A. Davidson opened its Oregon Fixed Income Capital Markets Office in 2009. We take an innovative approach with municipal bond structures to optimize our local government clients’ borrowings in any interest rate environment. With the interest rate environment ever-changing, our technical approach adjusts to maximize the value of our clients’ borrowings, while simultaneously mitigating risks.

Recently executed innovative borrowings include Oregon’s first ever “Forward-Delivery” bond issue, its first Convertible Capital Appreciation (Deferred Interest) Bonds issued since 2007, and the very first 40-year full faith and credit borrowing of a local government (Bloomberg).

Our dedication to serving Oregon local governments is evident in our continued growth. In 2016, we ranked #2 based on number of Oregon public bond transactions with 22 total financings. During 2016, we assisted nine Oregon cities in 2016 in refinancing debt, resulting in over $14 million of savings for Oregon taxpayers. Our clients can expect high-quality service regardless of the size of their borrowings. Firm-wide, D.A. Davidson has managed transactions ranging from $250,000 to over $150 million in size (Thomson Reuters, Jan. 2017).

Our resources in Oregon include bond sales and trading desks exclusively dedicated to municipal bonds with three bond salespeople and one bond trader. In addition, our 40+ national institutional salespeople ensure strong coverage of almost every institutional investor to support our clients’ bond offerings. For local distribution, our Oregon retail-broker network includes over 50 Financials Advisors with offices in Portland, Lake Oswego, Salem, Eugene, Roseburg, Medford, Klamath Falls, Bend and Pendleton.

PORTLAND, OR:

1300 SW 5th Ave., Suite 1950
Portland, OR 97201

DIRECT LINE

(503) 863-5094   

TOLL FREE PHONE

(800) 755-9643   

Transactions

Amount Date Issuer Role Deal Type Branch
$6,523,000 12/29/2017 City of Prineville, Oregon Full Faith and Credit Refunding Financing Agreement Municipal Advisor Negotiated Portland
$8,545,000 12/28/2017 City of Cottage Grove, Lane County, Oregon, Full Faith and Credit Refunding Obligations, Series 2017 Manager Negotiated Portland
$4,035,000 12/27/2017 City of Independence, Polk County, Oregon - Full Faith and Credit Refunding Bonds, Series 2017A (City Hall - Tax-Exempt) Manager Negotiated Portland
$4,570,000 12/27/2017 City of Independence, Polk County, Oregon, Full Faith and Credit Refunding Bonds, Series 2017B (MINET Tax-Exempt) Manager Negotiated Portland
$2,160,000 12/27/2017 City of Independence, Polk County, Oregon, Full Faith and Credit Refunding Bonds, Series 2017C (MINET Federally Taxable) Manager Negotiated Portland

Portland Team