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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.
Hillard Investments is a Hazelwood, MO-based company in the Financial Services sector.
Angelo, Gordon is a New York, NY-based company in the Financial Services sector.
Waterstone Management Group is a Chicago, IL-based company in the Financial Services sector.
Vertex Ventures US (VVUS) is a venture capital firm who makes high-conviction Seed/Series A investments in SaaS and infrastructure software startups. We invest in only a few new companies each year, allowing us to concentrate our time and capital on a small portfolio. Our initial check sizes range from $500K to $10M, and we continue to support companies as they scale.