Kevin Berry Joins D.A. Davidson Investment Banking as Managing Director

Firm Continues Expansion of Technology Investment Banking Practice

COSTA MESA, Calif.–(BUSINESS WIRE)–#DADavidsonD.A. Davidson & Co. announced today that Kevin Berry has joined the firm’s technology investment banking team as a managing director in California.

“Expanding our technology practice continues to be one of the most important strategic initiatives at our firm,” said Rory McKinney, head of investment banking at D.A. Davidson. “Kevin will work with our technology bankers and financial sponsors group to increase the velocity of our origination efforts on both M&A and capital markets opportunities.”

“We believe Kevin’s tenacity, relentless client focus and outstanding track record of success will be terrific additions to our team,” said Joe Morgan, head of technology investment banking.

D.A. Davidson’s technology investment banking team has experienced significant growth over the past 15 months, with Berry as the sixth senior banker hire since October 2018. The team has successfully completed 27 transactions since June 2017 for an aggregate transaction value of $3.3 billion.

“This is an exciting time for D.A. Davidson’s technology practice,” Berry said. “I look forward to contributing to the team’s thriving success and to collaborating with this group of well-respected, seasoned professionals.”

Berry brings a notable 25 years of experience in the investment banking and financial services industry to D.A. Davidson, most recently serving as partner at Drake Star Partners. Previously, he was a Vice President at Houlihan Lokey where he was instrumental in originating a number of the firm’s marquee transactions. Additionally, Berry spent time with ArchPoint Partners, which was acquired by Houlihan Lokey, the NASDAQ Stock Exchange, UBS and early technology investment banking pioneers Robertson Stephens and Hambrecht & Quist.

D.A. Davidson’s investment banking division is a leading full-service investment bank that offers comprehensive financial advisory and capital markets expertise. The group has extensive transaction experience serving middle market clients worldwide across five industry verticals: consumer, diversified industrials, financial institutions, real estate and technology.

Together with its European strategic partner, MCF Corporate Finance, D.A. Davidson originates and executes transatlantic M&A transactions under the common brand of D.A. Davidson MCF International.

About D.A. Davidson Companies

D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions and municipalities nationwide. Founded in Montana in 1935, with regional headquarters in Great Falls, Denver, Los Angeles, Portland and Seattle, the company has approximately 1,350 employees and offices in 25 states.

Subsidiaries include: D.A. Davidson & Co., the largest full-service investment firm headquartered in the Northwest, providing wealth management, investment banking, equity and fixed income capital markets services and advice; Davidson Investment Advisors, a professional asset management firm; D.A. Davidson Trust Company, a trust and wealth management company; Davidson Fixed Income Management, a registered investment adviser providing fixed income portfolio and advisory services; and Wells Nelson, a fixed income firm offering public finance and fixed income sales and trading services.

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Emily Roy

Prosek for D.A. Davidson

(646) 818-9232


Jacquie Burchard

D.A. Davidson

(406) 791-7465

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