Commerce Street Holdings, LLC

The holding company for Commerce Street Capital, Commerce Street Investment Management and Commerce Street Peak Advisors

General Information
Company Name
Commerce Street Holdings, LLC
Founded Year
2007
Location (Offices)
Dallas, United States +1
Founders / Decision Makers
Number of Employees
49
Industries
Finance, Financial Services, Real Estate
Funding Stage
-
Social Media

Commerce Street Holdings, LLC - Company Profile

Commerce Street Holdings, LLC is a prominent investment banking firm based in Dallas, Texas, which has been actively involved in serving and investing in financial institutions across the United States since 2007. The company consists of three main entities, namely Commerce Street Capital, LLC, which provides a wide array of services including Mergers & Acquisitions, Bank Capital Raise, Private Placement of Debt & Equity, as well as Regulatory Advisory and Valuations & Fairness Opinions. Moreover, it also offers Small Business Investment Company (SBIC) Funds, Alternative Solutions, and Corporate & Real Estate Investment Banking. Another subsidiary, Commerce Street Investment Advisor (CSIA), operating as Commerce Street Investment Management (CSIM), serves as an SEC-registered Investment Adviser providing asset management services for private equity and credit opportunity funds focusing on bank and financial institution related transactions. The third entity, Commerce Street Investment Advisor, also known as Commerce Street Peak Advisors (CSPA), offers comprehensive retirement plan solutions for 401(k), 403(b), and 457 plan clients and their employees, including low-cost risk-based portfolios, lower management fees, assistance with creating investment policy statements, participant education, and fully bundled services through the Vanguard Group, Inc. Commerce Street Holdings, LLC demonstrates a strong presence in the Finance, Financial Services, and Real Estate industries. The company's diverse portfolio, range of services, and strategic focus on financial institutions position it as a notable player in the market.

Taxonomy: investment banking, mergers and acquisitions, broker-dealer services, banking capital raising, private debt placement, equity investment, regulatory advisory, valuations and fairness opinions, small business investment company, credit opportunity funds, retirement plan solutions, managed risk-based portfolios, participant education, liquidation consulting

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