Commerce Street Holdings, LLC

Investment BankingUnited States51-200 Employees

♦  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")

Check the background of this firm on FINRA’s BrokerCheck
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