You will find a wealth of talent and experience dedicated to achieving success with our private equity funds. We are a company of seasoned financial professionals working toward a common goal.
Carla J. Brooks
Senior Managing Director
Carla J. Brooks is a Senior Managing Director on the Private Equity team of Commerce Street Investment Management. Ms. Brooks has been with Commerce Street since its inception.
Having built a successful career over the last 30 years in bank regulation and oversight, Ms. Brooks has played an integral role in developing Commerce Street’s fund management business. She serves as an Assistant Portfolio Manager as well as a member of the Investment Committees of Commerce Street Keefe Ventures Funds III, LP and Commerce Street Keefe Ventures Funds IV, LP. Ms. Brooks is also a member of the investment committee of Commerce Street Peak Advisors, which provides solutions for 401(k), 403(b) and 457 plans. Ms. Brooks held a similar position with its predecessor company, SAMCO Capital Markets, Inc., which she joined in 2002. In addition, she serves as a director of Gold Coast Bancorp, Inc. and its subsidiary Gold Coast Bank located in Islandia, NY. Her previous positions were with California Federal Bank, FSB, where she was First Vice President of Corporate Acquisitions in the Office of the Chairman; and KPMG, working in both the Regulatory Advisory and the Corporate Recovery Practices. Ms. Brooks spent seven years with the Federal Reserve Bank of Dallas where she was the manager of applications processing in the supervision and regulation department.
Ms. Brooks was ranked on American Banker’s annual 25 Most Powerful Women in Finance list from 2008 to 2010. In 2009, she was selected as an honoree for the Dallas Business Journal’s Women in Business Awards as one of the region’s most outstanding women business leaders.
Ms. Brooks earned a Bachelor of Science degree in business and economics from Coe College in Iowa and has a Master of Science degree in finance from the University of Texas at Dallas. She is a licensed Certified Insolvency and Reorganization Accountant.
Ms. Brooks is a registered representative and has passed the FINRA Series 7, 24, 79, and 66 examinations.
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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