Richard L. Davis, CFA

Managing Director, Dallas

Richard Davis is a Managing Director of Investment Banking focused on corporate finance, mergers and acquisitions and other financial advisory services. Prior to joining SAMCO, Mr. Davis was a Managing Director of Investment Banking with Southwest Securities, Inc. and Dain Rauscher Incorporated (f/k/a Rauscher Pierce Refsnes, Inc.). During his continuous 30-plus year investment banking career, Mr. Davis has worked on a broad range of investment banking and corporate finance transactions which include advising corporate clients and investment professionals in diversified industries including consumer retail and service, industrial, energy, capital goods, financial services and food/beverage. These transactions include, among others, over 40 public offerings raising more than $3.4 billion, over 40 merger and acquisition transactions, private placements and numerous other financial advisory, valuation and expert testimony assignments.

Mr. Davis has been a frequent lecturer at the Southern Methodist University Cox Graduate School of Business and other academic and business organizations. Mr. Davis is also a member of the CFA Institute. Mr. Davis received a B.S. degree (magna cum laude) in business administration from the University of Kansas and a M.B.A. degree from The University of Texas, where he was a Sord Scholar. Mr. Davis also graduated from the Securities Industry Institute of The Wharton School of the University of Pennsylvania. Mr. Davis is a Chartered Financial Analyst and has both the Financial Industry Regulatory Authority General Securities Representative (Series 7) and Uniform Securities Agent State Law (Series 63) licenses.