D.A. DAVIDSON
Finding security in the herd
D.A. Davidson is the best wealth management firm you’ve never heard of—unless you work in financial services. If so, you already know the Great Falls, Montana-based firm won a slew of national awards last year: U.S. Private Equity Deal of the Year for Small Markets, U.S. Deal of the Year for Middle Markets and M&A Deal of the Year. Grove’s been one of Davidson’s stalwart partners for most of its recent and somewhat meteoric rise. Whether we’re talking about brand authenticity at a sales conference, redesigning content on the site, or telling the story of their year by the numbers, we’re the team behind the scenes making all that growth look effortless.
WHAT WE DID:
Identity
Messaging
Digital
Print
Annual report
Collateral
Site
Sales
Eighty-five years ago, D.A. Davidson opened shop. Last year, the investment banking team alone completed almost 100 transactions worth roughly $8 billion. The work always centers on D.A. Davidson’s personal approach—an approach rooted in the values, stability and discipline of this 85-year-old employee-owned company.
There’s so much parity in financial services marketing. So many oak trees. So much talk of discipline. Working in this category means not sounding like everyone else.
“… just a great partner, that’s what they are. whatever we need, they do it—and they surprise us. they’re fast, they‘re smart and they do what they said they’d do: that’s all we need to know.”
RORY McKINNEY, MANAGING DIRECTOR & HEAD OF INVESTMENT BANKING
D.A. Davidson
