About D.A. Davidson Companies
D.A. Davidson Companies is a company based in Great Falls (United States) founded in 1935.. D.A. Davidson Companies has raised $21.85 million across 4 funding rounds. D.A. Davidson Companies has completed 5 acquisitions, including Caprin Bonds, Marlin & Associates and McGladrey Capital.
- Headquarter Great Falls, United States
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
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Annual Revenue
$7.3 K (USD)-52as on Dec 31, 2023
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Net Profit
$-8.64 K (USD)-336as on Dec 31, 2023
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EBITDA
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Total Equity Funding
$21.85 M (USD)
in 4 rounds
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Latest Funding Round
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Investors
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Employee Count
Employee Count
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Investments & Acquisitions
Caprin Bonds
& 4 more
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Leadership Team
73 people
Software Development Team
21 people
Finance and Accounting
18 people
Operations Team
10 people
Registered Team
10 people
Legal and Compliance
8 people
Senior Team
6 people
Sales and Marketing
5 people
Unlock access to complete
Funding Insights of D.A. Davidson Companies
D.A. Davidson Companies has successfully raised a total of $21.85M across 4 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 4
- Last Round Last Round
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First Round
First Round
(03 Jan 2003)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep, 2020 | Amount | Debt – Conventional - D.A. Davidson Companies | Valuation |
investors |
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| Apr, 2016 | Amount | Series A - D.A. Davidson Companies | Valuation |
investors |
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| Aug, 2013 | Amount | Series A - D.A. Davidson Companies | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by D.A. Davidson Companies
D.A. Davidson Companies has strategically engaged in corporate development activities, having acquired 5 companies. Notable acquisitions include Caprin Bonds, Marlin & Associates and McGladrey Capital. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Boutique investment banking services are provided for middle-market firms.
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2002 | ||||
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Investment banking and wealth management services are provided to clients.
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2000 | ||||
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Financial services for building societies are provided by McGladrey Capital.
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1999 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - D.A. Davidson Companies
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
D.A. Davidson Companies Comparisons
Competitors of D.A. Davidson Companies
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on D.A. Davidson Companies
Frequently Asked Questions about D.A. Davidson Companies
When was D.A. Davidson Companies founded?
D.A. Davidson Companies was founded in 1935 and raised its 1st funding round 68 years after it was founded.
Where is D.A. Davidson Companies located?
D.A. Davidson Companies is headquartered in Great Falls, United States. It is registered at Great Falls, Montana, United States.
Is D.A. Davidson Companies a funded company?
D.A. Davidson Companies is a funded company, having raised a total of $21.85M across 4 funding rounds to date. The company's 1st funding round was a Series A of $16.35M, raised on Jan 03, 2003.
What is the annual revenue of D.A. Davidson Companies?
Annual revenue of D.A. Davidson Companies is $7.3K as on Dec 31, 2023.
What does D.A. Davidson Companies do?
Founded in 1935 in Great Falls, United States, D.A. Davidson Companies operates as a global investment bank focused on mid-market firms. Services provided include buy-side and sell-side MA advisory, equity and debt financing, and related financial solutions. Coverage extends across sectors such as energy, diversified industrials, real estate, aerospace, defense, and others, with operations spanning multiple geographies.
How many acquisitions has D.A. Davidson Companies made?
D.A. Davidson Companies has made 5 acquisitions, including Caprin Bonds, Marlin & Associates, and McGladrey Capital.