D.A. Davidson Hires Joe Morgan as Managing Director

Firm Expands Technology Practice With Veteran Banker

COSTA MESA, Calif.--()--D.A. Davidson & Co. has hired Joe Morgan, an experienced investment banker, to join the firm’s technology banking team as managing director in Costa Mesa, California.

“Joe is a highly respected investment banker whose proven expertise and deep relationships will help us continue the momentum we have in the tech sector,” said Rory McKinney, head of investment banking at D.A. Davidson. “He has a strong track record as leader on more than 50 software advisory and financing assignments, and we look forward to working with Joe as a vital player on our broader technology team.”

“It’s a privilege to be part of the investment banking group at D.A. Davidson and especially to join such a high-caliber team,” Morgan said. “I look forward to working alongside the technology team as we continue to build on the firm’s successes and take advantage of what we collectively believe will be a large market opportunity for our full-service approach.”

“Joe adds a strong new dynamic that enriches our technology team while bringing a deep understanding and passion for the sector,” said Brad Gevurtz, managing director. “His breadth and depth of experience will be key as we work to meet a growing demand for our services.”

Morgan has extensive investment banking experience within the technology industry. He most recently served as a managing director at Wedbush Securities. He also has held investment banking positions with Signal Hill Capital Group (previously Montgomery & Co.) and JP Morgan Securities. He earned a bachelor’s degree from the University of California at Berkeley.

D.A. Davidson’s investment banking division is a leading full-service investment bank that offers comprehensive financial advisory and capital markets expertise and has extensive transaction experience serving middle market clients worldwide.

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.

Contacts

Prosek for D.A. Davidson
Robin Pertusi, 212-279-3115 x254
rpertusi@prosek.com
or
D.A. Davidson
Jacquie Burchard, 406-791-7465
Cell: 406-868-1392
jburchard@dadco.com

Release Summary

Joe Morgan, a highly experienced investment banker with a strong record in software and other technology, has joined D.A. Davidson's investment banking group as a managing director on the tech team.

Contacts

Prosek for D.A. Davidson
Robin Pertusi, 212-279-3115 x254
rpertusi@prosek.com
or
D.A. Davidson
Jacquie Burchard, 406-791-7465
Cell: 406-868-1392
jburchard@dadco.com