Industrial Tech M&A Surge at D.A. Davidson

🚀 Battle Card: D.A. Davidson & Co.

• Jay Hernandez, Managing Director, Investment Banking · 🔗 LinkedIn

• This D.A. Davidson & Co. sales trigger brings in a veteran MD with 20+ years in industrial tech M&A, turbocharging dealflow in automation and advanced manufacturing. → Source

• Winning high-stakes industrial tech M&A in a crowded middle-market environment

• Navigating cross-border deal complexity for automation-driven firms

• Primary: Industrial Tech M&A Advisory → Accelerate deal execution in automation & advanced manufacturing

• Expansion: Capital Markets & Transatlantic M&A Services → Diversify funding sources and expand global reach

• HQ: Great Falls, MT

• Employees: ≈ 1,600

• Rev: ≈ $719 M (2024)

• Website: dadavidson.com

🤼 Competitive Intel

• Workday — HRIS / Talent Mgmt
• Unique edge: Unified enterprise HR suite
• Evaluated by CFO & CHRO for ROI and scalability

• LinkedIn Talent Solutions — Recruiting Platform
• Unique edge: Access to professional network data
• Evaluated by Talent Acquisition leaders for sourcing efficiency

• Greenhouse — Applicant Tracking System
• Unique edge: Structured hiring workflows
• Evaluated by CHRO for candidate experience improvements

• BambooHR — Mid-market HRIS
• Unique edge: User-friendly interface and quick setup
• Evaluated by HR managers for cost-effective people operations

• ADP — Payroll & HR Services
• Unique edge: Comprehensive payroll compliance
• Evaluated by CFO for reliability and integration

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑<1-line value>❑
PROOF_METRIC  = ❑<metric>❑
CTA_STYLE     = ❑quick_call | case_study❑
TONE          = ❑friendly | punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Jay
COMPANY     = D.A. Davidson & Co.
DEPT        = Investment Banking
SIZE        = ≈20
BOTTLENECK  = inefficient deal execution
EVENT       = Strengthens Industrial Technology Practice with Industry Veteran Jay Hernandez
DETAIL      = Industrial Technology coverage expansion
PAIN        = Winning high-stakes industrial tech M&A in a crowded middle-market environment
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251014565531&div=41152219
SIM_CO      = Raymond James & Associates
WIN_METRIC  = ≈30% faster deal execution
NEXT_SIZE   = ≈50
EMP_EST     = 1,600
REV_EST     = $719M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈20-person Investment Banking

Jay—noticed your Investment Banking team is ≈20.

That’s when inefficient deal execution slows growth.

We helped Raymond James & Associates fix this with <<OFFER_BRIEF>>.

Result: ≈30% faster deal execution.  
Quick call?

PS—next bottleneck hits ≈50.

DM ≤45 words, TONE:
Saw your post about Industrial Technology coverage expansion — Winning high-stakes industrial tech M&A in a crowded middle-market environment.  
<<OFFER_BRIEF>>. <<PROOF_METRIC>>.  
Quick chat?