Steve Ellis's Contact Details

Steve Ellis's Company Details

Commerce Street Holdings, LLC

Dallas, Texas, US • 49 Employees
Investment Banking

♦ 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 Please review our social media guidelines: http://goo.gl/jtn2UG