D.A. Davidson Names Investment Bank Co-Heads
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D.A. Davidson Names Investment Bank Co-Heads

dadco nfInvestment bank D.A. Davidson & Co. today announced that Monte Giese and Rory McKinney have been named Co-Heads of Investment Banking effective April 1, 2014.

“Over the past 10 years D.A. Davidson & Co. has grown to become one of the top middle market investment banks in the US,” said Doug Woodcock, President of D.A. Davidson’s Equity Capital Markets Group. “Monte and Rory have the experience, technical expertise and management skills to lead the continued success of our investment banking business. They embody the character and client focused culture of our firm and a shared vision for the next phase of growth.”

Messrs. Giese and McKinney will succeed Brad Gevurtz, who has led D.A. Davidson’s Investment Banking team since 2005. Mr. Gevurtz will continue to serve as Managing Director and will focus full time serving his clients.

In addition to their new department wide leadership responsibilities, Messrs. Giese and McKinney will continue to play a key role in the execution of transactions within their respective industry focus, Infrastructure and Financial Institutions.

mckinney nfRory McKinney joined D.A. Davidson in 2007. Prior to joining D.A. Davidson, he managed the West Coast office of Hovde Financial, an investment banking firm focusing on financial institutions. Mr. McKinney graduated from DePaul University with an undergraduate degree in Finance.

“I was fortunate to join D.A. Davidson in 2007 and leverage the firm’s full suite of capital market capabilities to significantly grow my career,” said Mr. McKinney. “I’m excited to work with Monte and expand the firm’s talent base while continuing to foster a group of bankers committed to client service.”

giese nfMonte Giese joined D.A. Davidson in 1995. Previously, he worked at Alex Brown & Sons in Baltimore. He has experience with public and private offerings of debt and equity, mergers, acquisitions and advisory assignments in a variety of industries. He graduated from Harvard University with an undergraduate degree in English and American Literature and Languages.

“The firm’s full service investment banking platform allows our bankers to become long-term partners with our clients,” said Mr. Giese. “I look forward to partnering with Rory to continue to grow our investment banking operations.”

D.A. Davidson & Co. is a full-service investment firm with operations throughout the country. The firm’s Equity Capital Markets Group provides capital markets services and products that include investment banking, institutional sales, trading, research and corporate services. D.A. Davidson’s investment banking team underwrites public offerings, serves as a placement agent for private financings and advises companies on mergers and acquisitions. The Equity Capital Markets Group is based in Portland, OR and operates from offices in Boston; Chicago; Denver; Great Falls, MT; Minneapolis; Orange County, CA; Salt Lake City; and Seattle (www.dadco.com).

© 2014 PEPD • Private Equity’s Leading News Magazine • 2-11-14

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