D.A. Davidson taps Giese and McKinney as investment banking co-heads

Northwest-based investment firm D.A. Davidson & Co has named Monte Giese and Rory McKinney as co-heads of investment banking. The appointment becomes effective April 1, 2014. Giese and McKinney will replace Brad Gevurtz, who will continue to serve as managing director.


PORTLAND, Ore.–(BUSINESS WIRE)–D.A. Davidson & Co., a full-service investment firm with a nationwide investment banking practice, today announced that two veteran investment bankers, 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.”
“The firm’s full service investment banking platform allows our bankers to become long-term partners with our clients,” said Giese. “I look forward to partnering with Rory to continue to grow our investment banking operations.”
In their new role, Giese and McKinney will collectively lead and set the long-term strategic direction for all of D.A. Davidson’s Investment Banking business. In addition to their new department wide leadership responsibilities, Giese and McKinney will continue to play a key role in the execution of transactions within their respective industry focus, Infrastructure and Financial Institutions.
“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 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 and McKinney will succeed Brad Gevurtz, who has led D.A. Davidson’s Investment Banking team since 2005. Gevurtz will continue to serve as Managing Director and will focus full time serving his clients.
About D.A. Davidson & Co.
Founded 79 years ago, D.A. Davidson & Co. is a full-service investment firm, with operations throughout the country. D.A. Davidson’s Equity Capital Markets Group provides capital markets services and products that include investment banking, institutional sales, trading, research and corporate services. The firm’s industry-driven research teams offer award-winning research, and are supported by a dedicated group of sales and trading professionals. 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, Ore., and operates from offices in Boston; Chicago; Denver; Great Falls, Mont.; Minneapolis; Orange County, Calif.; Salt Lake City; and Seattle.
D.A. Davidson is one of four firms within Davidson Companies, an employee-owned regional financial services holding company. With 1,400 employees working in 23 states, Davidson Companies is responsible for more than $45 billion in client assets under management and administration.