D.A. Davidson Companies
D.A. Davidson Companies is a comprehensive investment firm based in Great Falls, Montana, with additional offices across several states. Established in 1935, the firm offers a broad range of services including investment banking, financial advisory, brokerage, and research. Its investment banking division specializes in mergers and acquisitions, public and private equity offerings, debt financing, and financial restructurings. The firm serves a diverse clientele, including individuals, high net worth individuals, corporations, pension plans, and charitable organizations. D.A. Davidson also manages equity and fixed income portfolios, investing primarily in U.S. markets, while employing both fundamental and quantitative analysis for portfolio creation. The firm focuses on growth and value stocks across various market capitalizations and manages mutual funds tailored to client needs.
Marlin & Associates is a financial and strategic advisory firm based in New York City, with additional offices in San Francisco, Washington, D.C., and Toronto. Founded in 2002, the firm specializes in advising owners and managers of companies in sectors such as software, data, fintech, and related services. It offers a range of services, including mergers and acquisitions, strategic advisory, corporate financing, and capital raising. Marlin & Associates has a strong track record, having successfully completed over 200 transactions across more than 20 countries. The firm has garnered multiple awards for its performance, including recognition as a leading middle-market investment bank. Its professionals leverage deep industry knowledge and operational experience to navigate complex transactions effectively. In September 2021, Marlin & Associates was acquired by D.A. Davidson & Co.
SMITH HAYES Co. is a provider of asset management services to institutions, wealth management services to individuals, as well as retirement plan consulting and investment banking services to municipal and corporate clients.
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