Jonathan Davis transitions to Executive Chairman role as leadership shift marks culmination of six-year planning process
BOSTON — The The Davis Companies has announced the completion of a multiyear succession plan, with Stephen Davis set to assume the role of Chief Executive Officer, effective April 1.
As part of the transition, Jonathan Davis will step down as CEO and move into the position of Executive Chairman, a shift that concludes a succession process first announced more than six years ago.
In his new role, Jonathan Davis will remain actively involved in guiding the company’s strategic direction, advising the executive team, and supporting investor engagement, deal sourcing, financing, and transaction execution. He will also continue to serve on the Investment Committee of the firm’s DIV Funds.
Jonathan Davis expressed confidence in the transition, stating that he believes Stephen Davis is well-positioned to lead the company forward while maintaining its entrepreneurial culture and long-standing standards. He noted that the leadership change reflects both careful planning and a commitment to sustaining the firm’s growth trajectory.
Stephen Davis, who has served as President since 2021, brings more than 16 years of experience within the organization to his new role. During his tenure, he has overseen operations across the company’s vertically integrated platform and played a key role in shaping its investment and execution strategies.
In a statement, Stephen Davis said he is honored to lead the next chapter of the company’s history, emphasizing the importance of continuity, long-term planning, and the strength of the firm’s leadership team. He added that the transition has been the result of years of preparation and positions the company for continued growth.
The leadership change marks a significant milestone for The Davis Companies as it looks to build on more than five decades of development and investment activity under a new generation of leadership.
