Commerce Street Holdings (CSH), based in Dallas, Texas, stands as a leading investment banking firm dedicated to serving and investing in financial institutions across the United States. Since its inception in 2007, Commerce Street has built a strong reputation for its expertise and commitment to the financial sector.
Operating under Commerce Street Holdings are several key entities, each specializing in distinct areas of financial services. Commerce Street Capital, LLC, a registered broker-dealer (Member FINRA/SIPC), provides a comprehensive suite of services including expert Mergers & Acquisitions advisory for both financial institutions and corporations, and strategic Bank Capital Raise solutions. They also specialize in Private Placement of Debt & Equity, offer Regulatory Advisory to navigate complex financial landscapes, and deliver precise Valuations & Fairness Opinions. Furthermore, Commerce Street Capital extends its capabilities to Small Business Investment Company (“SBIC”) Funds, Alternative Solutions, and Corporate & Real Estate Investment Banking, demonstrating a broad spectrum of financial expertise under the Commerce Street umbrella.
Commerce Street Investment Advisor (“CSIA”), operating as Commerce Street Investment Management (“CSIM”), is another critical component of Commerce Street Holdings. As an SEC-registered Investment Advisor, CSIM focuses on asset management services, catering to private equity and credit opportunity funds that strategically invest in bank and financial institution-related transactions. This arm of Commerce Street highlights their deep involvement in the investment side of the financial industry.
Additionally, Commerce Street Investment Advisor (“CSIA”) also operates as Commerce Street Peak Advisors (“CSPA”), providing retirement plan solutions. CSPA delivers cost-effective and comprehensive retirement plan services for 401(k), 403(b), and 457 plan clients. Their services include professionally managed, low-cost risk-based portfolios, lower management fees, assistance with investment policy statements, and participant education. CSPA offers fully bundled services through Vanguard, ensuring quality and reliability for their clients’ retirement planning needs.
For further verification, the background of Commerce Street can be checked on FINRA’s BrokerCheck, reinforcing their transparency and regulatory compliance within the financial industry.
