Da Davidson
Davidson Investment Advisors, Inc. is a privately owned investment management firm based in Great Falls, Montana, with additional offices in Seattle and San Francisco. The firm primarily serves individuals, high net worth clients, investment companies, pension plans, corporations, employee benefit plans, foundations, trusts, pooled investment vehicles, and charitable organizations. It manages customized equity, fixed income, and balanced portfolios, as well as mutual funds. The firm invests in the U.S. public equity and fixed income markets, focusing on government agency bonds, investment-grade corporate bonds, and treasury securities. It employs a bottom-up approach to stock selection, utilizing both fundamental and quantitative analysis, and combines in-house and external research to inform its investment decisions. D.A. Davidson & Co., a subsidiary of Davidson Companies, offers a range of financial services including corporate finance, security trading, public financing, and retirement planning, while also providing investment banking services such as mergers and acquisitions and strategic advisory. Established in 1935, D.A. Davidson operates across multiple states, reinforcing its commitment to delivering comprehensive financial solutions.
Marlin & Associates is a financial and strategic advisory firm and investment bank focused on advising owners and managers of U.S. and international companies that provide software, data, and related services. The firm is based in New York City, with offices in San Francisco, CA, Washington, DC, and Toronto, Canada. It has been the recipient of numerous awards including “Middle-Market Investment Bank of the Year,” "Middle-Market Financing Agent of the Year - Equity," and “TMT Advisory Bank of the Year.” Two transactions on which Marlin & Associates advised have been recognized as “Deals-of-the Decade.” Marlin & Associates Securities LLC, a wholly-owned subsidiary of Marlin & Associates Holding LLC, is a broker-dealer registered with the Securities and Exchange Commission and is a FINRA/SIPC member firm (www.finra.org). Investment banking and/or securities are offered through Marlin & Associates Securities LLC. Marlin & Associates' professionals have advised on more than 200 successfully completed transactions with participants in more than 20 countries. They believe that their unique blend of industry focus, financial and operational experience and international execution capabilities put M&A in a formidable position to advise their clients. They have a strong track record of success in executing challenging transactions in their select industries.
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.