Bank Directors Seminar, Coeur d'Alene, ID
FIG Investment Banking Overview
D.A. Davidson Financial Institutions Group (FIG)
Full Range of Services:
Capital Offerings
Top ranked advisor to banks in the United States
Public offerings Private placements
Extensive deal experience – M&A advisory and capital offerings
Common and preferred equity Senior and subordinated debt
Focused on developing long-term relationships with clients
M&A Advisory
Dedicated team of senior-level bankers focused solely on commercial banks
Whole bank Branch divestitures FDIC-assisted Fairness opinions
Ranked #2 most active M&A advisor and underwriter for banks in the Western U.S.
Other Services
Top 5 M&A advisor for banks nationally
3rd party valuations Restructuring Going private or subchapter S transactions
Source: S&P Global Market Intelligence,as of 8/30/2018 Note: WesternU.S. includes AZ, CA, CO, ID, MT, NM, NV, OR, UT, WA,WY
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Note: Advisor rankings for pending and completed bank and thriftwhole-bank M&A in the WesternU.S. Ranked by number of deals since 1/1/2016 and includes top 20 ranking only Note: Rankings for book, lead, or co-manager on underwritten public offerings of common stock for banks and thrifts in the WesternU.S. Ranked by number of offerings since 1/1/2016
D.A. Davidson’s Recent FIG M&A Advisory
September 2018
August 2018
July 2018
May 2018
April 2018
Has Agreed to Acquire
Has Acquired
Has Agreed to Acquire
Has Agreed to Acquire
Has Agreed to Acquire
Buy-Side Advisor $922.0M Assets
Buy-Side Advisor $112.9M Assets
Sell-Side Advisor $102.7M Assets
Sell-Side Advisor $39.6M Assets
Sell-Side Advisor $826.8M Assets
April 2018
March 2018
March 2018
March 2018
March 2018
Has Acquired
Has Agreed to Acquire
Has Acquired
Has Acquired
Has Acquired
Sell-Side Advisor $563.2M Assets
Sell-Side Advisor $218.6M Assets
Buy-Side & Sell-Side Advisor $104.9M Assets
Buy-Side Advisor $400.5M Assets
Sell-Side Advisor $323.1M Assets
February 2018
January 2018
December 2017
December 2017
December 2017
Has Acquired
Has Acquired
Has Acquired
Has Acquired
Has Acquired
Sell-Side Advisor $3.7B Assets
Sell-Side Advisor $325.0M Assets
Sell-Side Advisor $351.1M Assets
Sell-Side Advisor $465.6M Assets
Sell-Side Advisor $346.9M Assets
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Note: Assets of the target bank acquired as of the most recent quarter prior to announcement
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