M&A advisers
Commerce Street Holdings, LLC, headquartered in Dallas, Texas, is an investment banking firm founded in 2007. Serving financial institutions across the United States, the firm operates through several entities. Commerce Street Capital, LLC, a member of FINRA/SIPC, provides a range of services including Mergers & Acquisitions, bank capital raises, private placement of debt and equity, regulatory advisory, valuations, and fairness opinions. They also offer SBIC funds and alternative investment solutions, particularly in corporate and real estate sectors.
Commerce Street Investment Advisor (CSIA), doing business as Commerce Street Investment Management (CSIM), is an SEC-registered Investment Adviser. CSIM specializes in asset management services, focusing on private equity and credit opportunity funds targeting bank and financial institution-related transactions.
Another key entity, Commerce Street Peak Advisors (CSPA), provides comprehensive retirement plan solutions for 401(k), 403(b), and 457 plan clients. CSPA’s services include low-cost, professionally managed portfolios, reduced management fees, investment policy assistance, participant education, and fully bundled services through Vanguard Group, Inc.
With a staff of 50 and annual revenue of $23.2 million, Commerce Street Holdings, LLC stands out for its specialized expertise in financial institutions and tailored investment solutions.
