Commerce Street is recognized as a leader in the industry for its valuation practice. We provide our clients with unbiased analyses and independent opinions required to fulfill their fiduciary obligations. The firm is qualified to assist in:
Given the increased levels of scrutiny to which managerial decisions and board actions are subjected in the current legal and regulatory environment, Commerce Street’s expertise and experience will provide credibility and transparency that will satisfy the highest fiduciary standards.
Senior Vice President
Preston Simons is a Senior Vice President in the Financial Institutions Group for Commerce Street Capital, LLC. Mr. Simons provides analytical support for the team on both sell-side and buy-side M&A transactions, fairness opinions, capital raises, and distressed bank and asset management advisory. Mr. Simons 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. Simons joined the firm in June 2010 after graduating from The University of Texas at Austin with a BS in Mathematics and a BBA in Finance.
Mr. Simons is a registered representative and has passed the FINRA Series 7, 79, and 63 examinations.
firstname.lastname@example.org | (214) 545-6828
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