Montana-Based D.A. Davidson Acquires Kirkpatrick Pettis

Walker, Susanne
November 2004
Bond Buyer;11/5/2004, Vol. 350 Issue 32005, p3
Trade Publication
Reports on Great Falls, Montana-based D.A. Davidson & Co.'s acquisition of Kirkpatrick Pettis. Terms of the agreement; Background of both companies; Financial performance; Plans of Mutual of Omaha Cos., the parent company of Kirkpatrick Pettis, to exit the brokerage business in order to focus on its core insurance products; Benefits of the acquisition.


Related Articles

  • D.A. Davidson Takes Charge of Kirkpatrick Pettis Assets. Walker, Susanne // Bond Buyer;1/6/2005, Vol. 351 Issue 32044, p6 

    The article reports that D.A. Davidson & Co. finished acquiring the assets of the Kirkpatrick Pettis family of companies, a fixed-income broker-dealer and investment advisor based in Denver and Omaha. D.A. Davidson's fixed-income capital markets group provides public finance banking and advisory...

  • D.A. Davidson Renames Kirkpatrick Pettis Unit. Meyers, Maxwell // Bond Buyer;2/28/2006, Vol. 355 Issue 32328, p4 

    The article discusses the renaming of Kirkpatrick Pettis Unit to D.A. Davidson & Co., as a final step in integrating the Kirkpatrick Pettis, a Colorado and Nebraska-based fixed-income broker-dealer and investment advisory firm, into the D.A. Davidson platform following the merger of the two...

  • Kirkpatrich Pettis to Sail Under Davidson Banner. Shields, Yvette // Bond Buyer;2/2/2006, Vol. 355 Issue 32311, p7 

    The article reports on the operation of Kirkpatrick Pettis under the name of its parent company D. A. Davidson & Co. in Chicago, Illinois. It is the company's aim to drop Kirkpatrick name after thy completed the technical and operational aspects of the merger deal with Mutual of Omaha Cos. The...

  • Mutual of Omaha's Bank Goes Against Insurer Grain. Kuehner-Hebert, Katie // American Banker;9/27/2007, Vol. 172 Issue 187, p1 

    The article discusses insurer Mutual of Omaha's entry into banking. The firm wants its banks to have a high retail profile, and ultimately hopes to have a presence in fifteen to twenty major U.S. markets. Part of its strategy will involve having coffee stands and Internet cafes in bank branches...

  • Insurer with Iconic Brand Ramps Up Retail Banking. Lagesse, David // American Banker;6/2/2010, Vol. 175 Issue 84, p1 

    The article focuses on the venture by insurance company Mutual of Omaha into the banking industry. The author notes that Mutual of Omaha Bank is attempting to build a customer base through acquisitions and branch banks. Mutual of Omaha Bank Chief Executive Officer (CEO) Jeffrey Schmid has...

  • Mutual of Omaha Buying Bank. Jackson, Ben // American Banker;5/10/2007, Vol. 172 Issue 90, p2 

    The article reports that the insurance company Mutual of Omaha purchased the Peak National Bank of Golden, Colorado, in May 2007. The banking strategy of Mutual of Omaha, including the development of an Internet bank, is discussed. The assets held by the Peak National Bank are described. The...

  • Bells & Whistles - September 2011.  // Plan Sponsor;Sep2011, p7 

    The article presents an update on new products, services and acquisitions among retirement plan providers in the U.S. as of September 1, 2011. Mutual of Omaha launched its Employee Benefits Information Center online planning tool. An agreement was entered between Extend Health Inc. and Mercer...

  • Going Against the Grain. Lagasse, David // U.S. Banker;Jun2010, Vol. 120 Issue 6, p20 

    The article offers information on Mutual of Omaha Insurance Co. which builds its customer base via de novo branching and acquisitions. It says that the strategy of Mutual of Omaha focuses on establishing critical mass in few states than having small branch networks in multiple states. Chief...

  • Montana's D.A. Davidson Completes Ruan Deal, Boosts Iowa Presence. Shields, Yvette // Bond Buyer;3/5/2009, Vol. 367 Issue 33075, p6 

    The article reports on the completion of the acquisition of Des Moines, Iowa-based brokerage Ruan Securities Corp. by the Montana-based D.A. Davidson & Co. As part of the deal, Ruan will maintain its name due to its local name recognition but will also be identified as a division of D.A....


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics