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    Jonathan Lejuez, CFA

    Managing Director, Software Investment Banking - D.A. Davidson

    Jonathan Lejuez, CFA is a Managing Director at D.A. Davidson Companies, focusing on Infrastructure Management Software and Cyber Security.2 He joined D.A. Davidson in May 2022, bringing over 12 years of experience in delivering strategic, financial, and tactical advice to technology companies.12

    Career Background

    • Current role: Managing Director in D.A. Davidson's Technology Investment Banking Group2
    • Previous experience:
      • KeyBanc Capital Markets (4+ years): Focused on infrastructure management software and cyber security2
      • Mooreland Partners (nearly 8 years): Provided strategic advice in infrastructure, cyber security, and other enterprise software segments2

    Expertise and Responsibilities

    • Serves clients in infrastructure management software and cyber security sectors3
    • Provides insights on IT transformation, management and automation capabilities, and security optimization2
    • Offers strategic, financial, and tactical advice to technology companies1

    Education and Qualifications

    • B.S. in finance and accountancy from Providence College2
    • CFA charter holder2

    Jonathan Lejuez is known for his deep industry knowledge and transaction experience in software segments, particularly those experiencing significant growth.2 His LinkedIn username is jonathanjlejuez.4

    Highlights

    Sep 27 · dadavidson.com
    D.A. Davidson & Co. Acts as Exclusive Financial Advisor to Night ...
    Jan 10 · dadavidson.com
    Technology | Equity Capital Markets - D.A. Davidson
    May 31 · businesswire.com
    D.A. Davidson Continues Investment in Technology with Addition of ...
    D.A. Davidson Continues Investment in Technology with Addition of ...
    May 31 · citybiz.co
    D.A. Davidson Appoints Jonathan Lejuez Managing Director | citybiz
    D.A. Davidson Appoints Jonathan Lejuez Managing Director | citybiz

    Related Questions

    What are some notable transactions Jonathan Lejuez has been involved in?
    How has Jonathan Lejuez's experience at KeyBanc Capital Markets influenced his approach at D.A. Davidson?
    What specific challenges does Jonathan Lejuez face in the infrastructure management and cyber security sectors?
    How does Jonathan Lejuez's background in finance and accountancy contribute to his role in technology investment banking?
    What are the future growth prospects for the infrastructure management and cyber security sectors according to Jonathan Lejuez?
    Jonathan Lejuez, CFA
    Jonathan Lejuez, CFA, photo 1
    Jonathan Lejuez, CFA, photo 2
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    Location

    Austin, Texas, United States