Tom Selby

Tom Selby is a Managing Director in Technology Investment Banking at D.A. Davidson. Public D.A. Davidson transaction announcements identify him as a Toronto-based Managing Director focused on FinTech and technology investment banking, with recent work in capital markets technology, wealth technology, compliance software, data management, and other software-enabled markets.

Selby joined Marlin & Associates in January 2009 when the firm expanded its senior team and opened its Toronto office. Marlin described him at the time as a former Vice President of Business Development and 13-year veteran of SunGard Data Systems, bringing roughly 20 years of background as a software developer, entrepreneur, operating executive, and transaction professional.

Before investment banking, Selby began as a software developer and entrepreneur, building a business around a product he developed. He sold that business to a brokerage-software company, joined it as VP of Sales & Marketing, helped it grow, and the company was later sold to SunGard. At SunGard, he became Vice President of Business Development for the North American Financial Services unit and helped that division acquire companies in brokerage, trading, wealth, insurance, consulting, and benefits administration.

Marlin & Associates later became part of D.A. Davidson; a Marlin contact page says the firm became part of D.A. Davidson & Co. as of September 1, 2021. D.A. Davidson now describes its Technology Investment Banking practice as covering financial technology, software, tech-enabled services, and communications technology, and as having completed 125+ transactions representing approximately $22 billion in value since 2020.

• Public sources support Selby as a technology investment banker and advisor, not as a verified personal angel investor. I found no primary-source evidence of personal angel checks, a seed-stage portfolio, or a stated angel check size.
• His advisory focus is concentrated in FinTech and technology companies, especially capital markets technology, wealth/asset-management technology, compliance/regulatory software, data management, analytics, and energy/commodity/capital-markets data infrastructure.
• D.A. Davidson describes its Technology Investment Banking group as serving clients across financial technology, software, tech-enabled services, and communications technology, with M&A and capital-markets capabilities for middle-market companies.
• Selby’s own quoted comments emphasize integrated technology, cost of ownership, data/functionality integration, and finding the right strategic or financial partner for entrepreneurs.
• In the Delta Data/BetaNXT announcement, Selby said the transaction reflected “the growing need for integration across the asset management / wealth value chain” and that product advantages through integrated data and functionality at better cost of ownership are important as the market evolves.
• In the ZEMA Global Data/FTV Capital announcement, Selby framed the work as helping entrepreneurs “find the right partner to help them take their company to the next level.”