“We just completed a strong year with the addition of experienced leaders, growth in key industry verticals and strong performance in advisory and capital raising activities,” said Monte Giese, President of Equity Capital Markets for D.A. Davidson. “We believe we can continue this momentum and, as a full-service firm, capitalize on the myriad of trends impacting our industry.”
Rory McKinney was named Head of Investment Banking in late 2016. Additionally, the firm added four senior-level bankers during the year. Peter Suazo joined the firm in Baltimore to focus on real estate; Jeff Cleveland joined in Seattle to focus on the food, beverage and agriculture sectors; and Jay Junior and Ed Losty joined in Baltimore and Denver, respectively, to focus on financial institutions. The Investment Banking Group ended 2016 completing 67 transactions with a combined value of approximately $5 billion.
“We are excited about our strength and depth within all of our industry verticals, and look forward to additional successful outcomes for our clients in 2017,” McKinney said.
D.A. Davidson has recently announced other key equity capital markets hires. On Wednesday, the firm named Gil Luria as new Director of Institutional Research. Luria, a top-rated equities research analyst, leads a team of more than 30 professionals who comprise the company’s award-winning research group. Three new research analysts were hired in 2016: Kevin Reevey and Russell Gunther to expand the firm’s coverage of financial institutions and Jim Lykins to grow Davidson’s real estate coverage. Additionally, Skyler Bloxham joined the firm in February to serve as new Chief Operating Officer, bringing experience in establishing and executing organizational improvement.
D.A. Davidson’s Equity Capital Markets group is comprised of 125 professionals who work from a number of offices across the United States and provide deep expertise to clients nationwide.
The Equity Capital Markets group provides capital markets services and products that include investment banking, institutional sales, trading, research, and corporate services. The firm’s industry-driven research team is supported by a dedicated group of sales and trading professionals.
About D.A. Davidson Companies
D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions and municipalities nationwide. Founded in 1935 and headquartered in Montana, with corporate offices in Denver, Los Angeles, Portland and Seattle, the company has more than 1,300 employees and offices in 23 states.
Subsidiaries include: D.A. Davidson & Co., the largest full-service investment firm headquartered in the Northwest, providing wealth management, investment banking, equity and fixed income capital markets services and advice; Davidson Investment Advisors, a professional asset management firm; D.A. Davidson Trust Company, a trust and wealth management company; and Davidson Fixed Income Management, a registered investment adviser providing fixed income portfolio and advisory services.
For more information, visit www.dadavidson.com or Twitter: @DADavidsonCo.