Portland, Oregon

Dedicated 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 2020, we ranked #5 based on number of Oregon public bond transactions with 9 total financings. Our clients can expect high-quality service regardless of the size of their borrowings. Firm-wide, D.A. Davidson has managed transactions ranging from $35,000 to over $2,418 billion in size (Refinitiv/SDC January 2021).

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 approximately 50 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 Municipal Advisors with offices in Portland, Lake Oswego, Salem, Roseburg, Medford, Klamath Falls, Bend and Pendleton.

Source: Refinitiv/SDC January 2021

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
$18,590,000 06/24/2021 Rockwood Water People's Utility District Water Revenue and Refunding Bonds, Series 2021 Manager Negotiated Portland
$10,000,000 05/27/2021 State of Oregon Department of Environmental Quality General Obligation Bonds, Series 2021 J (Article XI-H Pollution Control Projects) (Federally Taxable) Placement Agent Negotiated Portland
$1,160,000 05/20/2021 City of Sandy, Clackamas County, Oregon Full Faith and Credit Obligations, Series 2021B(Federally Taxable) Manager Negotiated Portland
$6,510,000 05/20/2021 City of Sandy, Clackamas County, Oregon Full Faith and Credit Obligations, Series 2021A(Tax-Exempt) Manager Negotiated Portland
$14,190,000 04/27/2021 State of Oregon Department of Administrative Services Oregon Stat Lottery Revenue Refunding Bonds, 2021 Series A (Tax -Exempt) Co-Manager Negotiated Portland

Portland Team