| Name | Title | Contact Details |
|---|
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.
The Mitsubishi UFJ Financial Group (MUFG) is one of the world’s leading financial groups, with total assets of approximately $2.3 trillion (USD)1 as of June 30, 2015. Our services include corporate banking, commercial banking, retail banking, wealth management, investment banking, capital markets, personal and corporate trust, and transaction banking. In 2014, MUFG integrated the U.S. operations of its subsidiary The Bank of Tokyo-Mitsubishi UFJ, Ltd. (BTMU) with those of San Francisco-based Union Bank, N.A. This combined entity — MUFG Union Bank, N.A., allows us to better serve our individual, corporate, and institutional customers in the United States, Canada, and Latin America by offering expanded global capabilities. In the Americas, we service our corporate and investment banking customers under the MUFG brand, and we go to market with our retail, wealth, and commercial banking customers under the Union Bank® brand. BTMU is Japan’s premier bank, with a global network spanning more than 40 countries. It is one of the largest foreign banks operating in North America, the company’s primary overseas market, and has been in Latin America for more than 90 years. Founded in 1864, Union Bank is one of the oldest financial institutions in the American West and was instrumental to the growth of California. Its retail operations include more than 400 branches in California, Oregon, and Washington.
With more than 80 years of experience, Russell Investments is a global investment manager, dedicated to helping investors reach their long-term goals. Russell Investments offers investment solutions in 31 countries, manages $290 billion in assets (as of June 30, 2018) and provides consulting services on $2.3 trillion in assets (as of Dec. 31, 2017). Russell Investments specializes in multi-asset solutions, scouring the globe to deliver the best investment strategies, managers and asset classes to its clients around the world. Headquartered in Seattle, Washington, Russell Investments operates globally with 21 offices, providing investment services in the world`s major financial centers such as New York, London, Tokyo and Shanghai.
BNY Mellon Asset Management is a Boston, MA-based company in the Financial Services sector.
Covington Associates is a Boston, MA-based company in the Financial Services sector.