Commerce Street’s Corporate Investment Banking Group practice is focused on serving middle market companies in Texas and the southern United States. We have extensive knowledge in various industries, including but not limited to:
Backed by decades of experience, we have the resources to carry out a variety of transactions such as:
If your company requires capital to grow or a strategic partner, we will assist you in realizing your goals.
Steven M. Ellis
Steven M. Ellis is a Managing Director of Commerce Street Capital, LLC with the Corporate Investment Banking and Financial Institutions group. Mr. Ellis is a financial executive with over 35 years of experience in the financial services industry as an investor, executive, advisor and director of financial institutions and other businesses. His responsibilities at Commerce Street include the structuring and negotiating of merger and acquisition transactions, the private placement of subordinated debt and equity securities, and the identification and implementation of strategic alternative investments for businesses.
Prior to joining CSC, he was the Chief Financial Officer of a privately held healthcare company. Previously, he served as Texas Market President for a publicly traded bank, specializing in the development of commercial and industrial (C&I) banking relationships in Texas. Mr. Ellis also spent seven years as an investment banker for a national investment bank executing mergers and acquisitions and strategic advisory roles for financial institutions in Kansas, Oklahoma and Texas. Mr. Ellis was also an Executive Vice President and founding partner for a privately held investment company that specialized in public and private investments in financial institutions. He began his career with an international public accounting firm as a CPA performing audits and consulting projects for a variety of industries including both public and private banks.
Mr. Ellis graduated with a BBA in accounting from Abilene Christian University. He is active in a variety of charities including the American Heart Association and Light Up to Live for military veterans. He holds the FINRA series 7 and 66 licenses.
firstname.lastname@example.org | (214) 545-6820
David Gladden is a Managing Director of Corporate Investment Banking at Commerce Street Capital, LLC. Mr. Gladden has held various executive positions at International Paper and GAF-Elk Corporation and worked for many years as a business consultant and M&A advisor.
His experience includes both buy-side and sell-side transactions ranging in value from $10 million to $1 billion. Mr. Gladden has managed transactions in various industries, providing expertise in M&A strategy, valuation modeling, synergy valuations, prospective buyer solicitations, deal negotiations, due diligence and business integrations.
Mr. Gladden’s specialty is in business operations, corporate acquisitions and divestitures, new product development and start-ups. His industry knowledge is in building materials, flooring, paper and packaging, adhesives, chemicals, plastics as well as oil & gas.
He has experience in specialty healthcare practices including medical, dental and chiropractic practices. In 2015, he closed the largest personal injury medical and chiropractic transaction in North America. He has provided advisory services to medical devices companies and a med spa company where he was also an active investor and board member.
Mr. Gladden holds a B.S. in Business Administration/Accounting from the University of South Carolina. He has passed the FINRA Series 7, 63 and 79 examinations.
email@example.com | (214) 545-6808
Mark R. Hoy
Mark R. Hoy is a Managing Director of Commerce Street Capital, LLC. His practice is focused on capital placements and M&A activities across all segments of the energy industry.
Prior to joining Commerce Street Capital in February, 2018, Mr. Hoy spent 25+ years in the energy industry as CFO or Financial Officer for multiple independent firms in the upstream (Texas), midstream / downstream (Oklahoma), natural gas marketing (Oklahoma and Arkansas) and oilfield services (California) sectors. He has been responsible for a wide range of financing transactions throughout his career: private placement of equity, senior and mezzanine debt, public equity and convertible debt, commodities collateral line of credit, and tax credit financings.
Mr. Hoy began his career as a Banking Officer in the Finance Division of First City Bank, Dallas, Texas, where he developed expertise and experience in bank treasury and investment functions. While at First City, he was a member of a three-person team responsible for the bank’s annual budget and strategic plan; developed the bank’s investment trading, asset/liability management and loan pricing systems; and oversaw the bank’s investment portfolio.
Mr. Hoy received his Masters of Business Administration with Honors from the Red McCombs School of Business at the University of Texas at Austin, and his BBA in Statistics and Operations Research from the University of Texas at Austin.
He is a Registered Representative and has passed the FINRA Series 7 and 66 examinations.
firstname.lastname@example.org | (214) 545-6815
Jackie Wise is a Managing Director at Commerce Street Capital, LLC. Jackie joined Commerce Street in January 2017 and focuses on strategic business development to bring the full suite of products and services offered by Commerce Street to the Midwest.
Prior to joining Commerce Street, Ms. Wise served as Senior Vice President & National Sales Team Lead for Institutional Banking at UMB Financial Corp., headquartered in Kansas City. With more than 20 years of banking experience, Ms. Wise identified and developed profitable institutional relationships providing pertinent banking products and services. Jackie began her career as a Cashier and Operations Manager at Kearney State Bank & Trust in Kearney, Nebraska.
Ms. Wise is a graduate of the University of Nebraska with a B.A. in Liberal Arts. She is a registered representative and holds her Series 7 and Series 66 licenses, as well as Life, Health & Disabilities Insurance licenses.
email@example.com | (816) 213-0317
Joseph B. Longino, Jr.
Joe Longino is a Managing Director of Commerce Street Capital, LLC. His practice includes: merchant banking, private placements of debt and equity capital, and mergers and acquisitions.
Prior to joining Commerce Street in February 2016, Mr. Longino was Managing Partner of White Oak Capital Partners, LP, an entity he founded as successor to White Oak Partners, LP, which he established in 1987. The White Oak companies served as independent sponsors in acquisitions of lower middle market operating companies from January 1987 to March 2016, completing fourteen acquisitions.
Before establishing White Oak, Mr. Longino was President of MVenture Corp, the jointly-owned private equity subsidiary of MBank Dallas and MCorp. MVenture was the largest bank-owned SBIC in Texas and third largest in the US at that time. It invested primarily in leveraged buyouts, early stage/high growth opportunities, and supplied growth capital for middle market businesses in the form of equity and subordinated debt. Although not functioning directly in the parents, Longino was also Senior Vice President of MBank Dallas. He began his career in January 1978 at First National Bank in Dallas in the commercial lending training program and subsequently handled the bank’s commercial business along the Gulf Coasts of Texas and Louisiana. He transitioned to Mercantile Bank of Texas in 1982 and was responsible for commercial business in East Texas, Arkansas and Louisiana, as well as relationships in Dallas, Fort Worth and Houston.
The breadth of industry experience inherent in the aforementioned positions includes transportation and logistics, healthcare, manufacturing, value-added distribution, electronics, communications, consumer products, real estate, food services, and energy.
Joe received his Masters of Business Administration from the Mason School of Business at the College of William and Mary, and his BBA in finance with a minor in accounting from the University of Texas at Austin.
He is a Registered Representative and has passed the FINRA Series 7, 66 and 79 examinations.
firstname.lastname@example.org | (214) 545-6818
Alex Brown is a Vice President for the Private Equity team of Commerce Street Investment Management. Since joining the firm in 2015, Mr. Brown has had an active role in five of the firm’s private equity funds and has participated in more than $140 million in capital transactions on both the buy-side and sell-side. He is actively involved in deal sourcing, investment analysis and due diligence, and is a member of the team that advises the general partner on transaction recommendations. Mr. Brown also manages more than $150 million in the firm’s asset allocation models for separate accounts and sponsored retirement plans.
In addition to working for the private equity team, Mr. Brown works with the Corporate Investment Banking team where he provides analytical support on sell-side and buy-side M&A transactions, fairness opinions, capital raises, and distressed bank and asset management advisory. Mr. Brown is responsible for the development of projection and merger models, pro forma and valuation analysis, and assisting in running deal processes. He is also involved in the preparation of offering memoranda and management/board presentations.
Mr. Brown graduated Magna Cum Laude from the University of Mississippi, with majors in Managerial Finance and Bank Finance. He was a member of the Sally McDonnell Barksdale Honors College and achieved membership into Phi Kappa Phi, Beta Gamma Sigma, and was selected as “Who’s Who Among Students In American Universities and Colleges.” He also served as president of the Kappa Sigma Fraternity and was elected as the Senior Class Treasurer.
He is a registered representative and holds FINRA Series 7, 66 and 79 licenses. Mr. Brown is also a Certified Valuation Analyst (CVA).
email@example.com |(214) 545-6885
Benjamin J. Michael joined Commerce Street Capital in June of 2016 and focuses on business and bank valuations, and assists in all phases of buy and sell-side mandates in the mergers and acquisitions process. Prior to joining Commerce Street Capital, Mr. Michael spent 12 years in operational roles in various industries including a nine year career as an Infantry Officer in the United States Marine Corps where he completed five overseas assignments and was awarded several personal awards for valor in combat. He has lived abroad in various countries for five combined years and traveled to or worked in over 30 countries. After leaving the Marines, he spent three years as an Operations Manager for a commercial engineering company.
Mr. Michael joined the Corporate Investment Banking and Valuation / Fairness Opinion groups at Commerce Street Capital after completing his MBA at Southern Methodist University and brings diverse industry experience and over a decade of real world leadership to the Commerce Street Team. Mr. Michael completed his undergraduate studies at the United States Naval Academy in Annapolis, MD, where he received a BS in Quantitative Economics, played Division I football and was student officer-in-charge of 140 Midshipmen of the 16th Company. Mr. Michael enjoys traveling, snowboarding, and meeting new people from around the world.
He is a registered representative and holds FINRA Series 7 and 66 licenses.
firstname.lastname@example.org |(214) 545-6870