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D.A. Davidson Investment Banking Appoints Industry Group Heads
[October 09, 2019]

D.A. Davidson Investment Banking Appoints Industry Group Heads

D.A. Davidson announced today that it has appointed industry group heads for its existing Consumer, Diversified Industrials and Technology investment banking teams.

  • Joe Schimmelpfennig joined the firm in 2017. He offers over 20 years of transaction and advisory experience to companies primarily in the Consumer space and will head the firm's Consumer investment banking group;
  • Tim Sznewajs has advised companies in the general industrials and infrastructure sectors for nearly 20 years. Sznewajs joined D.A. Davidson in 2015 and has been appointed to head the firm's Diversified Industrials investment banking group; and
  • Joe Morgan has led numerous assignments across a number of technology verticals over an 18-year career. Morgan joined the firm in 2017 and will head the firm's Technology investment banking group, while maintaining a focus on Software.

"These bankers are not only seasoned professionals with deep relationships and experience across their respective sectors, but they are proven leaders," said Rory McKinney, head of investment banking for D.A. Davidson. "The strengthening of their roles underscores our commitment to growing D.A. Davidson's investment banking group."

Along with continuing their responsibilities for transaction origination and execution, Schimelpfennig, Sznewajs and Morgan will lead the coordination of their industry strategies and activities and the growth of their teams.

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 1,400 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; and Davidson Fixed Income Management, a registered investment adviser providing fixed income portfolio and advisory services.

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