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Essex Woodlands Health Ventures is a Palo Alto, CA-based company in the Financial Services sector.
Washington Wealth Management is a San Diego, CA-based company in the Financial Services sector.
NewOak Capital LLC is one of the leading companies in the Financial Services sector.
TD Securities is a leading financial services provider that offers advisory and capital market services to corporate, government, and institutional clients worldwide. They provide expertise in corporate and investment banking, capital markets, and global transaction services. It is the global wholesale banking arm of Toronto-Dominion Bank Financial Group, and has offices in 18 cities worldwide with over 3,000 employees. TD Securities is a major investment dealer in North America, Europe, and Asia. Key areas of business include managing corporate finance and lending, merger and acquisitions strategic advisory services, market risk management, debt and equity securities, derivative products, daily trading and investment, and multiple other areas of finance. An important segment is the trading of fixed income and equity products, currencies, commodities and derivatives in major financial markets around the world.
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.