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.
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 Senior Analyst for the Corporate Investment Banking team and the Private Equity team of Commerce Street Capital and Commerce Street Investment Management. Mr. Brown has been with the firm since June 2015 and specializes in valuation of businesses, banks, financial securities and investment portfolios for the firm's clients and private equity funds. Mr. Brown 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 has passed the FINRA Series 7, 66 and 79.
email@example.com |(214) 545-6885
Annika is a Vice President for Commerce Street Capital and recently spearheaded efforts to improve process efficiencies, valuation practice growth, and Corporate Investment banking of the firm. Prior to joining Commerce Street, Ms. Cail was with 24Q, a Dallas-based management consulting company, advising clients on financial, cultural, and talent aspects of human capital issues in corporate and private equity transactions. Annika focused on portfolio companies valued at $10-$50 million establishing a successful track record. Prior to her role with 24Q, Ms. Cail founded a boutique event production firm focused on go-to-market launches, corporate events and high profile clientele. Ms. Cail began her career with Frito Lay where she specialized in sales product portfolio integration during the Pepsi-Co Gatorade/Quaker Foods merger in North Texas. Later joining Pfizer Pharmaceuticals, Ms. Cail managed a customer base which included large physician groups and institutions. She won numerous sales awards based on her revenue generation. Annika holds an honors B.A. from The University of Missouri-Kansas City.
Annika is a registered representative and holds FINRA Series, 7 and 66 licenses.
firstname.lastname@example.org |(214) 545-6808
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.
email@example.com |(214) 545-6870