Romy McCarthy
Managing Director at D.A. Davidson
- Role
- Managing Director at D.A. Davidson Companies
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Romy McCarthy
Experienced investment banker with specialty in developing innovative taxable and tax-exempt capital finance structures for hospitals, health systems and senior living providers. Service to stand alone community hospitals as well as multi-state, multi-facility providers. Accomplished writer and public speaker.Specialties: Strategic and capital planning, debt issuance, merger and acquisition advisory, financial advisory and risk analytics.
Experience
Managing Director
May 2022 — Present · US
Specializing in mergers and acquisitions as well as sourcing and arranging capital (debt and equity) for for-profit and not-for-profit senior housing providers.
Education
Carroll University
BS, Business Administration - Finance
1987 — 1991
Marquette University
MBA, Finance
1993 — 1997
Skills
- Mergers
- Investment Banking
- Investments
- Corporate Finance
- Finance
- Mergers & Acquisitions
- Leadership
- Strategy
- Loans
- Credit
- Fixed Income
- Financial Advisory
- Financial Modeling
- Trading
- Bonds
- Management
- Capital Markets
- Portfolio Management
- Securities
- Series 7
- Alternative Investments
- Mutual Funds
- Financial Structuring
- Series 63
- Wealth Management
- Asset Management
- Valuation
- Investment Strategies
- Structured Finance
- Private Equity
- Credit Analysis
- Equities
- Investment Advisory
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