Industrial Tech M&A Surge at D.A. Davidson
D.A. Davidson taps M&A veteran Jay Hernandez to supercharge their industrial tech practice. Use this trigger to fuel your pipeline, accelerate deal flow, and close more high-value deals.
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🚀 Battle Card: D.A. Davidson & Co.
Quick trigger:
👤 Decision Maker in the News
- Jay Hernandez, Managing Director, Investment Banking · 🔗 LinkedIn
💡 Why It Matters
- 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
🎯 Core Pain Point
- Winning high-stakes industrial tech M&A in a crowded middle-market environment
- Navigating cross-border deal complexity for automation-driven firms
💰 What to Pitch
- 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
🗺️ Quick Context
- HQ: Great Falls, MT
- Employees: ≈ 1,600
- Rev: ≈ $719 M (2024)
- Website: dadavidson.com
🤼 Competitive Intel
*Which other vendors you’ll probably face to win **D.A. Davidson & Co.*’s business.
- 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
Connect with all decision makers on LinkedIn (links above)
Craft outreach highlighting this D.A. Davidson & Co. sales trigger and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Lock in more actionable triggers like the D.A. Davidson & Co. sales trigger—no fluff, all pipeline.
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🧠 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?