Romy McCarthy joined D.A. Davidson in 2022, bringing more than 30 years of capital raising expertise, specializing in healthcare and senior living finance. Romy has worked with an array of healthcare and senior living clients including hospitals, health systems, clinics, continuing care retirement communities, nursing homes, and assisted living providers. She has also arranged capital or advised on the acquisition of other structured housing projects with higher education institutions and affordable housing providers.
Romy has completed more than 130 transactions in excess of $4.7 billion for organizations nationally. Following the housing crisis, she led an innovative transaction that was awarded The Bond Buyer’s “Midwest Deal of the Year.” Romy works with both for-profit and non-profit organizations and her scope of services includes mergers, acquisitions and affiliations as well as sourcing debt and equity capital.
Prior to joining D.A. Davidson, Romy was a Managing Director at Piper Sandler and a Director of Ziegler Capital Markets Group.
Romy earned a bachelor’s degree in business administration with an emphasis in finance from Carroll University (Waukesha, Wisconsin) and a Master of Business Administration degree from Marquette University (Milwaukee, Wisconsin). She is an active participant and sponsor of LeadingAge and holds her Series 7, 50 and 63 licenses.
Fixed Income Capital Markets of D.A. Davidson & Co.
Madison, WI 53224