| Name | Title | Contact Details |
|---|---|---|
Michael Dolan |
Vice President, Vendor Governance and Procurement | Profile |
Jennifer Tieri |
Vice President - Sr. HR Business Partner | Profile |
Patrick Grecco |
Senior Vice President, Deputy Chief Financial Officer / Corporate Treasurer at Amundi US | Profile |
Damain Allen |
Procurement Director | Profile |
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.
Vision Capital Advisors, Llc is one of the leading companies in the Financial Services sector.
Legacy Financial Services Group, Llc is a Traverse City, MI-based company in the Financial Services sector.
Lightyear Capital and its affiliated investment funds specialize in providing buyout and growth capital to companies across the financial services industry. Founded in 2000, Lightyear Capital has raised over $2.5 billion of capital and has completed investments across the financial services spectrum, including asset management, banks, brokerage, financial technology, insurance, and specialty finance. With its Principals averaging over 25 years of experience across the financial services industry, Lightyear Capital is ideally positioned to respond to the challenges and opportunities of financial services investing.
Altamont Capital Partners is a private equity firm with over $2.0 billion of capital under management, focused primarily on making long term, control investments in middle market businesses. We are often drawn to companies undergoing a transition, either operational or strategic, which we believe we can help navigate. Our approach relies on partnering with strong management, supporting the business with our considerable resources, and bringing a constructive and pragmatic mindset to drive significant long-term value. ACP is a generalist firm with deep experience in several verticals including business services, consumer, financial services, healthcare, industrials, retail, restaurants & franchising and technology.