♦ Commerce Street Holdings, LLC ("CSH") , headquartered in Dallas, Texas, is a premier investment banking firm serving and investing in financial institutions across the United States since 2007. CSH is comprised of the following entities:
♦ Commerce Street Capital, LLC, (Member FINRA/SIPC) is a broker-dealer whose services include:
• Mergers & Acquisitions - Financial Institutions and Corporations
• Bank Capital Raise
• Private Placement of Debt & Equity
• Regulatory Advisory
• Valuations & Fairness Opinions
• Small Business Investment Company ("SBIC") Funds
• Alternative Solutions
• Corporate & Real Estate Investment Banking
♦ Commerce Street Investment Advisor (“CSIA”), dba Commerce Street Investment Management (“CSIM”), a wholly-owned subsidiary of Commerce Street Holdings LLC, a Texas limited liability company and is an SEC-registered Investment Adviser that provides asset management services for private equity and credit opportunity funds that invest in bank and financial institution related transactions.
♦ Commerce Street Investment Advisor (“CSIA”), dba Commerce Street Peak Advisors (“CSPA”), a wholly-owned subsidiary of Commerce Street Holdings LLC, a Texas limited liability company and SEC-registered. CSPA provides quality, comprehensive, and cost-effective retirement plan solutions for 401(k), 403(b), and 457 plan clients and their employees.
CSPA services include:
• Low-cost, professionally managed risk-based portfolios
• Lower management fees
• Assistance with creating investment policy statements
• Participant education
• Fully bundled services through the Vanguard Group, Inc. ("Vanguard")
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