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

Maxwell Purdy

Corporate Finance Coverage

Prior to joining Davidson Capital Advisors in 2021, Mr. Purdy interned with Graycliff Partners, a private equity located in New York, NY. He graduated from University of North Carolina Chapel Hill in 2021 with a BS in Political Science and a minor in Economics and Entrepreneurship.

Maxwell assists in leading the firm’s corporate finance client coverage.

Phone: (980) 352-8849
Email: maxwell.purdy@davcapadvisors.com

Jake Hall

Analyst

Prior to joining Davidson Capital Advisors, Mr. Hall interned with Churchill Terry, a private equity firm located in Dallas, TX. He graduated from Southern Methodist University, Cox School of Business in 2021 with an MBA in Finance and Strategy and a BS in Finance from University of Arkansas, Sam Walton College of Business.

Phone: (980) 206-0284
Email: jake.hall@davcapadvisors.com

Luke Habecker

Analyst

Prior to joining Davidson Capital Advisors in 2021, Mr. Habecker headed up business development for Odyssey Specialized Logistics, LLC.  He graduated from University of North Carolina in 2019 with a Bachelor  of Science in Business Administration.

Phone: (980) 338-6992
Email: luke.habecker@davcapadvisors.com

Sam Fernandez

Analyst

Prior to joining Davidson Capital Advisors in 2021, Mr. Fernandez lead finance and business development for Radio Nueva Vida broadcast network.  He graduated from University of North Carolina in 2021 with a Bachelor of Science in Business Administration.

Phone: (980) 352-8850
Email: sam.fernandez@davcapadvisors.com

Luke Bitler

Analyst

Prior to joining Davidson Capital Advisors in 2021, Mr. Bitler worked with Generation Estate, a private equity located in London, England. He graduated from University of Virginia in 2021 with a BA in History and Economics.

Phone: (980) 215-9902

Email: luke.bitler@davcapadvisors.com

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