♦  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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Banking

Retirement

Investment Management

Commerce Street Holdings, LLC

Dory Wiley

Scott Hendon

Richard Chafey

Ray Kong

John Gosser

Doug Ingram

Dennis Kirkpatrick

Carolyn Anderson

Carla Brooks

Alex Brown Cva

Bobby L Hashaway

Bertrand Maimo

The Leadership Team at Commerce Street Holdings, LLC is responsible for setting the strategic direction and overall vision of the firm. This team oversees the execution of investment banking and asset management initiatives, ensures regulatory compliance, and drives operational efficiency across the various subsidiaries. Additionally, they foster relationships with clients and stakeholders while guiding the development of innovative solutions tailored to the financial services industry.

Leadership Team

Management Team

Investment Banking Team

Leadership Team

About

Team members

Other teams at Commerce Street Holdings, LLC

Management Team

Investment Banking Team