• No Legacy is So Rich as Honesty and Integrity
  • The Graybar Building, 420 Lexington Avenue, 14th Floor, New York, NY 10170
  • 1 (212) 300-3091
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"No Legacy is So Rich as Honesty and Integrity"

The 21st Century Investment Bank
Capital Raises + Strategic Advisory

Donald Capital, LLC is a FINRA Member Investment Bank founded with the intent to build a legacy based upon the fundamentals of Honesty & Integrity.

Founded in 2019 by senior Wall Street veterans with the primary focus to become the Premiere Boutique Investment Bank servicing clients around the globe.

The Principals’ highly regarded Wall Street reputations, broad experience across multiple industries and geographies, plus a results-oriented approach enables Donald Capital to provide solutions to the complex problems facing companies in today’s challenging business environment.

The Co-Founders & Principals of Donald Capital have launched several initiatives over their extensive careers to serve this part of the market. They are very familiar with the challenges facing companies in this market and have the unique perspective to provide solutions.

Donald Capital attempts to bring institutional pedigree to lower and middle markets.

Donald Capital aspires to be a trusted advisor, one that will work along side their clients as a partner to help companies attain their near and long-term objectives.

Firm Partners

Donald T. McDonald

CEO & Co-founder

Donald T. McDonald is a Co-Founder, Principal & CEO of Donald Capital, LLC.  Mr. McDonald is a seasoned financial executive with over 30 years of experience on Wall Street. 

Mr. McDonald was also the Co-Founder and CEO of Consilium Global Research (CGR), an independent research firm founded in 2011 that provides traditional Wall Street research and strategic advisory for micro, small & mid cap public companies. 

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Alex P. Hamilton

PRESIDENT, CO-FOUNDER & Head of investment banking

Alex P. Hamilton is a Co-Founder, Principal, President and Head of Investment Banking of Donald Capital, LLC. Mr. Hamilton is a seasoned financial executive, with over 25 years of experience as a strategic advisor, entrepreneur and investor.

Mr. Hamilton began his Wall Street career as a member of the Institutional Investor ranked teams at Morgan Stanley and Credit Suisse and as a Senior Managing Director and Director of Research at Jesup & Lamont and EarlyBirdCapital.

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Our company is a collective of amazing people striving to build a delightful future.

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Investment Banking

Investment Banking Team

Alex P. Hamilton

President, Co-founder & Head of Investment Banking

Alex P. Hamilton is a Co-Founder, Principal, President and Head of Investment Banking of Donald Capital, LLC. Mr. Hamilton also leads the firm’s aerospace efforts. Mr. Hamilton’s 25+ year Wall Street career, primarily started in equity research at Morgan Stanley and Credit Suisse as a member of the Institutional Investor (II) ranked team.   The team was ranked #1 by II every year eligible and on the All-America team ever year eligible.  While a member of the team, he participated in 30+ aerospace/defense equity/debt offerings/IPO’s raising over $11 billion.  He later went on and lead as Senior Managing Director and Director of Research at Jesup and Lamont and EarlyBirdCapital (pioneer in SPAC’s).

During his time in equity research, he was ranked a top stock picker in The Wall Street Journal’s Best on the Street Survey (2008 – 2010). He has also served as a guest blogger for CNBC.com and made regular guest appearances on Bloomberg, Canada’s Business News Network (BNN), CNBC, and Fox Business.

Alex’s vast and expansive experience includes having been CFO and has gone through the process of going public as an operator.  He also currently serves as a board member of private and public companies. Alex is very active in investing and operating alternative investments.

Mr. Hamilton is a graduate of Brandeis University, where he earned a Bachelor’s Degree in Economics.  He holds the Series 7, 63, 24 and 79 FINRA licenses.

Brian Davies

Managing Director

Brian Davies serves Donald Capital, LLC in the firm’s investment banking and advisory practice, specializing in the healthcare sector for private and public companies. Davies is located in Orange County, California.

Mr. Davies has 15 years of experience advising on healthcare investments as a consultant and investment banker. During that time, his focus has been on private and publicly-traded emerging growth companies and their institutional investors.

Prior to moving into investment banking and advisory, Davies founded and managed an outpatient surgery center, and was a board certified Hand Surgeon and Plastic Surgeon. His training included a Micro Surgery Fellowship with Ian Taylor in Melbourne, Australia; an Aesthetic Fellowship at New York University and the Manhattan Eye and Ear Institute under Tom Reese; a Craniofacial Fellowship at the University Hospitals in Cleveland under Bahman Guyuron; and a Plastic Surgery Fellowship at Northeastern Ohio School of Medicine, where he served as Associate Professor of Plastic Surgery. Davies has authored over 30 journal articles.

Davies graduated from Medical School at Indiana University, where he also received his undergraduate degree. In addition to his medical education and training. Davies earned a MBA from the University of South Florida. He holds FINRA Series 24, 63, 79, and 82 registrations.

Brad Morrison

Managing Director - Aerospace and Defense

Brad Morrison is an integral part of the Aerospace and Defense team at Donald Capital.  Brad draws on over 20 years of Big 5 consulting, corporate development and tech start-up expertise in the Telecommunications, Aerospace and Defense sectors to include founding and leading a multi-year fast growth Inc. 5000 listed IT company, the key chief executive in multiple business mergers & acquisitions and advising on several cybersecurity exits. He brings an in-depth understanding of bridging early-stage technology to product commercialization; enabling high performance teams; and developing entrepreneurial friendly capitalization structures for tech company growth, M&A and exit. 

Mr. Morrison is a Distinguished Graduate of the United States Air Force Academy and holds a Master of Science from the School of Engineering and Applied Science from Southern Methodist University. He has served in the past as Business Executives National Security (BENS), Governor’s Texas Business Leadership Council and Past Chairman of the Texas Lyceum.

Mr. Morrison holds the FINRA Series 7, 63 and 79 Licenses.

Jason Orr

Senior Vice President

Jason Orr joined Donald Capital, LLC as a Senior Vice President of Investment Banking in August 2020. Since 2013, Jason has led or co-marketed over $200 Million worth of sell-side M&A projects and capital raises in the oil and gas service, tech and healthcare (pharma, biotech, devices) industries.

Prior to becoming an investment banker, Jason held positions in consulting, international business and corporate development (including over $90M of buy-side M&A and $100M+/year of capital projects) in Brazil, Canada and the US.

Mr. Orr earned a Master’s Degree in Business Administration from the University of Calgary and a Bachelor’s Degree in Business Administration from FAE Business School in Curitiba, Brazil.

FINRA Licenses: Series 7, Series 63, Series 79, Series 82 and Series 24 General Securities Principal.

Tracie Tsukida, M.D.

Senior Vice President

Tracie Tsukida, M.D. joined the healthcare investment banking team at Donald Capital in 2022 focusing on medical devices, pharmacology, biotechnology, healthcare technology, and healthcare services.

Dr. Tsukida began her career at Tellson Holdings in Irvine, CA and worked more recently at Boustead Securities in Irvine, CA.

She received her Bachelor of Science degree from the University of California, Berkeley and her Medical Degree from the David Geffen School of Medicine at UCLA.

She holds FINRA Series 82 and 63 licenses.

Juan Ortega

Vice President

Juan Ortega joined Donald Capital in 2022 in the firm’s investment banking and advisory practice, specializing in the healthcare sector.

Prior to Donald Capital, Juan worked in the healthcare sector in outpatient/inpatient operations, occupational health operations as well as healthcare investments as a consultant. With deep expertise in large scale delivery system architecture bridging people, processes and technology, Juan’s passion for technology and solving complex problems has led him to create meaningful experiences in the private, public and non-profit sectors that nurture long-term financial sustainability.

He received his BA from Stanford University and MBA from University of California Irvine.

He holds FINRA Series 82 and 63 licenses.

Evan Spaulding

Vice President

With over eighteen years of experience as a financial executive, management consultant, and business owner, Evan has developed a hands-on, collaborative, servant leadership style. Although his career began as a CPA, with both a BBA and MPA from the University of Texas, he enhanced his skills as a CFO with an MBA in Entrepreneurship from the innovative and prestigious Acton School of Business. In 2015 and 2016, he was nominated for Austin Business Journal’s Best CFO in Austin. Evan thrives in the growth phase of a business, and he enjoys coaching his teammates toward mastering their roles while creating an exceptional experience for their customers.

Evan is a former member and Chair of the Executive Board for Big Brothers Big Sisters of Central Texas.

Mr. Spaulding holds the FINRA Series 7 license

Scott Davidson, CFA

Managing Director, HealthCare Capital Advisors (a division of Donald Capital)

Mr. Davidson joined HealthCare Capital Advisors in August 2001. He specializes in the placement of equity to the venture capital community, hedge funds, and private equity funds, and structuring strategic partnerships for HealthCare Capital Advisors’ investment-banking clients. Prior to joining the company, Scott served as a lead consultant with Allen & Company, a professional management-consulting firm serving clients throughout the United States. Prior to Allen & Company, Scott was a Research Associate in First Albany Corporation’s Equity Research Department in New York covering a wide range of companies. Scott holds a Bachelor of Arts in Economics from Harvard University. He earned the Chartered Financial Analyst (CFA) designation and is Series 7 and 79 licensed.

Harry D. Venezia, Jr.

Managing Director, HealthCare Capital Advisors (a division of Donald Capital)

Mr. Venezia co-founded HealthCare Capital Advisors after 13 years on Wall Street. His experience in healthcare investment banking and equity research at Raymond James & Associate, one of the nation’s largest investment banking firms, positioned him to launch HealthCare Capital Advisors in 2000. Harry manages the investment banking services for HCCA’s clients, directly working with more than 800 institutional healthcare investment firms throughout the United States, Europe, and Asia. He also consults with clients to develop proper positioning prior to entering the capital markets. He is Series 7 and Series 79 licensed and has been designated a two-time Wall Street Journal “All-Star Analyst”. Harry earned an A.B. in Economics and Biology at Duke University. After being accepted to the Duke University Medical School in 1984, he decided to focus his career in healthcare financial services. Harry holds an MBA from the Fuqua School of Business at Duke University. His colleagues at the Duke Tampa Bay Club will attest he truly bleeds Duke Blue. Harry is an active alumni volunteer. In 2013, he was honored with the national Forever Duke Award recognizing his volunteer leadership with the Duke Alumni Association. Harry also volunteers in leadership and mentor roles for the Tampa Bay Technology Incubator, the University of South Florida Research Foundation, the Tampa Bay Innovation Center, and the Tampa Bay Technology Forum.

Transactions

$5,000,000

Lead Placement Agent

Core Capabilities

Capital Raising

  • Reg A+
  • Initial Public Offerings (IPO’s)
  • Follow-On Offerings/
    Secondary Offerings
  • Private Placements 
  • Alternative Public Offerings/Reverse Mergers
  • Retail Syndicate Participation

Mergers & Acquisitions

  • Sell-side advisory
  • Buy-side advisory
  • Spin-outs
  • Divestitures

Corporate Advisory

  • Strategic Consulting
  • Business Development
  • Fairness Opinions
  • Valuations

Capital Markets Relationships

  • Institutional Money Managers
  • Family Offices
  • Private Equity
  • Hedge Funds
  • Angel Networks
  • Retail Broker Networks
  • Venture Capital
  • Investment Banks
  • A Network of High Net Worth Individual Investors

Why Donald Capital?

  • The reputation of Senior Management and the Investment Banking Team earned over decades on Wall Street. 
  • Donald Capital’s mission is to become the “Best in Class” Boutique Investment Bank serving clients around the globe.
  • Extensive equity research backgrounds of the Investment Banking Team provide them with the unique expertise to truly understand the drivers of your company.
  • We fully understand the challenges companies face during the capital raise process and are committed to providing the most appropriate strategy for a capital raise across all stages of capital formation.
  • Donald Capital is not a short-term transaction-oriented investment bank.  We believe in working with our clients as a partner over the long term and are committed to help them achieve their near and long-term objectives.
  • A network of investors.
  • The core tenets of Donald Capital “Honesty & Integrity” a valuable commodity on Wall Street today.

Contact Us

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Strategic Partner

Donald Capital LLC was founded to work with global investment banking clients as strategic partners to help them achieve their long term financial and business development objectives.

INVESTMENT BANKING

Donald Capital’s investment banking group is highly focused and deeply experienced in managing complex strategic and financial transactions. Our industry focus includes a core mandate of creating and maximizing value for our clients. Our unique capabilities provide us a competitive edge to understanding key business drivers and a company’s value proposition. We convey that value to potential buyers and financing sources to support the execution of a merger, acquisition or capital investment.

Strategic Advisory

Our clients seek our guidance in evaluating major strategic decisions, such as mergers and acquisitions, family business succession, management buyouts, divestitures, and financing opportunities. We advise boards of directors, special committees and management teams to help determine the best path to maximizing long-term value for shareholders. We offer big firm capabilities with a small firm feel providing broad spectrum expertise with high touch service.

Investor Recognition

Through our corporate partner, we are able to provide Insightful Wall St. research coverage for public companies looking to raise their profile in the investment community. The research report is written by senior Wall St. analysts and is widely distributed to high net worth individual investors , Institutional money managers, and various research databases. The research coverage provides the Foundation for any Investor outreach program.

RISKS DISCLOSURE:

All investments involve risks and the private, micro, small and midcap markets are subject to unique risks.
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Donald Capital Form CRS | Donald Capital Business Continuity Plan

Donald Capital LLC is headquartered in New York City with an office in St. Petersburg, FL.
Donald Capital LLC. Copyright ©2023. "No Legacy is So Rich as Honesty and Integrity"

FINRA MEMBER • MEMBER OF SIPC