Experience matters.

The principals of Davidson Capital Advisors have deep consulting,
restructuring, banking and capital advisory experience.

ROBERT CASHION

Robert Cashion

Investment Banking, Restructuring and Advisory Services

Prior to joining Davidson Capital Advisors, Mr. Cashion spent over 20 years in the financial services industry. He manages the firm’s overall corporate finance and consulting practice where he oversees and executes investment banking, advisory and capital raising engagements.

 

Mr. Cashion worked with several financial institutions and consulting firms delivering investment banking, leveraged finance, consulting and restructuring services. He worked with Bank of America Merrill Lynch and its predecessor firms in the High-Grade Capital Markets, Corporate Finance, and the Special Situations group.

 

Mr. Cashion has been involved in industry sectors including general industrial, distribution, business services, retail, technology, and healthcare. He holds B.A. Education, B.S. Accounting, and an MBA from the University of North Carolina. Additionally, Mr. Cashion is a Certified Public Accountant and holds FINRA series 7, 63 and 79 registrations.

Phone: (980) 237-9474
Email: robert.cashion@davcapadvisors.com

ELIZABETH FOLGER

Elizabeth Folger

Institutional Client Coverage

Prior to joining Davidson Capital Advisors, Ms. Folger spent 16 years in the financial services industry in a variety of functions, most recently with Bank of America Merrill Lynch and its predecessor firms. She manages the sales and auction processes for the firm’s sell-side M&A and capital raising engagements. Her deep experience in both sales and trading has resulted in excellent execution for numerous client projects at Davidson Capital Advisors.

 

She worked in the Loan Syndication Sales Group, headquartered in Charlotte, with her primary responsibilities being sales and distribution of syndicated loans for middle market and large corporate credits. Additionally, Ms. Folger worked on the Corporate Bond Trading desk where she managed and traded risk positions of $50-$100 million of intermediate term bank and finance paper.

 

Ms. Folger has been involved in a variety of sectors including general industrial, distribution, business services, retail, technology, and healthcare. She holds a Bachelor of Arts from Hollins University.

Phone: (980) 237-9474
Email: elizabeth.folger@davcapadvisors.com

Jared Wheatley

Analyst

Jared Wheatley joined Davidson Capital Advisors in 2023 as an Analyst.  At DCA, he provides deal execution support for the investment banking team and assists in providing execution through the entire M&A process.

Prior to joining Davidson Capital Advisors in 2023, Mr. Wheatley interned with KVLR Capital. He graduated from Vanderbilt University in 2023 with a BS in Economics.

Phone: (980) 206-0284
Email: jared.wheatley@davcapadvisors.com

Michael Roberson

Business Development and Marketing Analyst

Michael Roberson joined Davidson Capital Advisors in 2023. He leads the business development and marketing initiatives for Davidson Capital Advisors.

Prior to joining Davidson Capital Advisors in 2023, Mr. Roberson interned with the House of Representatives Committee on Small Businesses. He graduated from the University of North Carolina – Chapel Hill in 2023 with a BA in Advertising and Public Relations from the Hussman School of Journalism and Media.

Phone: (980) 206-0284
Email: michael.roberson@davcapadvisors.com

Thomas Leck

Analyst

Thomas Leck  joined Davidson Capital Advisors in 2023 as an Analyst. At DCA, he provides deal execution support for the investment banking team and assists in providing execution through the entire M&A process.

Prior to joining Davidson Capital Advisors in 2023, Mr. Leck worked with ADP as a financial analyst. He graduated from University of Virginia in 2022 with a BS in Commerce from the McIntire School of Commerce with a concentration in finance and accounting.

Phone: (980) 338-6992
Email: thomas.leck@davcapadvisors.com

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