Company Overview of D.A. Davidson & Co.
D.A. Davidson & Co. is a boutique investment banking firm that offers financial advisory and brokerage services. The firm provides corporate finance, security trading, public financing, retirement, and pension planning services. Additionally, it offers regional and national financial research services. The company was founded in 1935 and is based in Great Falls, Montana with additional offices in California, Colorado, Florida, Idaho, Illinois, Kansas, Minnesota, Missouri, Nebraska, Oklahoma, Oregon, Utah, Washington, and Wyoming. D.A. Davidson & Co. operates as a subsidiary of D.A. Davidson Companies.
8 Third Street North
Great Falls, MT 59401
Founded in 1935
Key Executives for D.A. Davidson & Co.
Chief Executive Officer of Davidson Companies
President of Davidson Companies
President of Individual Investor Group
President of Equity Capital Markets
President of Fixed Income Capital Markets
Compensation as of Fiscal Year 2015.
D.A. Davidson & Co. Key Developments
Jeff Cleveland Joins D.A. Davidson & Co. as Managing Director in its Consumer and Retail Sector
Feb 1 16
D.A. Davidson & Co. announced that it has hired Jeff Cleveland to join its growing investment banking team as managing director in its Consumer and Retail sector. Cleveland joins D.A. Davidson’s Seattle office, where he will partner in leading the firm’s efforts within the food, beverage and agriculture sector, in addition to his responsibilities in the broader consumer industry. Cleveland has over a decade of leadership experience in the food and beverage and consumer investment banking market, previously as a founding member of Harris Williams & Co.’s Minneapolis office along with its global food and beverage and consumer investment banking practices. Most recently, Cleveland established the food, beverage and agriculture practice for Zachary Scott, with additional leadership responsibilities in the broader consumer market.
D.A. Davidson Names James Ragan as Director of Individual Investor Group Research
Dec 9 15
D.A. Davidson & Co. announced that James Ragan has been named director of Individual Investor Group Research. Ragan oversees the equity research function for the firm’s Individual Investor Group, which helps investors,
families, businesses and nonprofit clients plan financial strategies and invest for the future. Ragan’s focus
includes continuing to strengthen the firm’s research offerings and develop innovative channels for providing
research to D.A. Davidson’s almost 400 financial advisors and their clients. He works from the firm’s
growing office in Seattle.
D.A. Davidson & Co. Acts as Exclusive Financial Advisor to 3PL Central on its $17.5 Million Investment from Mainsail Partners
Dec 4 15
D.A. Davidson & Co. served as exclusive financial advisor to 3PL Central related to its $17.5 million investment from Mainsail Partners. The growth capital will be used to accelerate 3PL Central’s product development and innovation, expand and enhance its client services, and scale its sales and marketing team.
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