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Creating one of the most active technology middle market investment banking groups in the U.S.

D.A. Davidson & Co. completes the strategic acquisition of Marlin & Associates. The transaction creates the most-active independent technology investment banking group in the United States*. The combination is part of D.A. Davidson’s growth strategy plan – as it looks to scale its sector expertise and capabilities.

*Source: Mergermarket deals under $500 million as of 8/1/2021

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D.A. DAVIDSON’S NEW TECHNOLOGY PRACTICE IN NUMBERS

$20B+

TECHNOLOGY TRANSACTIONS COMPLETED YTD*

35

M&A TRANSACTIONS COMPLETED YTD*

15

PUBLIC OFFERINGS COMPLETED YTD

40+

TECHNOLOGY INVESTMENT BANKING PROFESSIONALS

 
*Reflective of combined transactions completed by D.A. Davidson and Marlin & Associates prior to 9/1/2021

Selected Technology Transactions

 
 

Our Team

 
Monte Giese

Monte Giese

President, Equity Capital Markets

Rory McKinney

Rory McKinney

Head of Investment Banking

Ken Marlin

Ken Marlin

Vice Chairman, Technology Investment Banking

Michael “Max” Maxworthy

Michael “Max” Maxworthy

Co-Head, Technology Investment Banking

Joe Morgan

Joe Morgan

Co-Head, Technology Investment Banking

Bryan Cummings

Bryan Cummings

Managing Director, Head of Financial Sponsor Coverage

Amy Seach Johnson

Amy Seach Johnson

Managing Director, Head of Debt Advisory

Tim Monfort

Tim Monfort

Managing Director, Equity Capital Markets

Anup Agarwal

Anup Agarwal

Managing Director

Derek Bell

Derek Bell

Managing Director

Kevin Berry

Kevin Berry

Managing Director

Brad Gevurtz

Brad Gevurtz

Managing Director

Fred Johnson

Fred Johnson

Managing Director

Aalap B. Merchant

Aalap B. Merchant

Managing Director

Steve O'Donnell

Steve O'Donnell

Managing Director

Tom Selby

Tom Selby

Managing Director

Greg Thomas

Greg Thomas

Managing Director

Greg Hartlein

Greg Hartlein

Director

Jack Robbins

Jack Robbins

Director

INDUSTRY INSIGHTS

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