Commerce Street’s Financial Institutions Group practice centers exclusively on serving the needs of the financial services sector. Our goal is to build long-term relationships by providing sound, comprehensive advice, expert structuring and optimum execution to banks, bank-holding companies, and allied businesses. Our bankers and analysts come with deep backgrounds in the banking sector, having served at senior levels in large financial institutions, on Wall Street and in the regulatory community. Since 2007, Commerce Street Capital, LLC has advised clients on 32 merger and acquisition transactions, comprising more than $1 billion in deal value, consistently ranking #1 in our market* as determined by aggregate number of deals in the Southwest.
By creating tailored solutions to meet our clients’ objectives, we become valuable partners. We specialize in:
Commerce Street Capital also has the capability to raise institutional money for financial institutions and investor groups who require larger capital raises. Our expertise is in:
Brian Johnson, CFA, CVA
Brian Johnson is a Managing Director in the Financial Institutions Group of Commerce Street Capital, LLC. His team advises companies on mergers and acquisitions, balance sheet restructuring, business plan development and the private placement of capital for initial and secondary offerings.
Prior to joining Commerce Street in 2011, Mr. Johnson was with Lone Star Funds, a global distressed investment firm, where he was responsible for identifying and conducting diligence on bank and thrift acquisition opportunities. This included the valuation and diligence of distressed recaps, failed bank transactions and inflatable charter candidates. While at Lone Star Funds, he was involved in the valuation and diligence of the CIT Home Lending Unit acquisition, a $9.3 billion subprime mortgage asset purchase. Mr. Johnson, began his career with Bear, Stearns & Co. Inc. (acquired by J.P. Morgan Chase) in New York where he advised state and local governments on public debt capital raises and refinancing opportunities. He also worked on the corporate side advising bank and insurance clients on both public and private capital raises across the debt to equity continuum.
Mr. Johnson received his Bachelor of Science in Mechanical Engineering from Bucknell University and has earned the right to use the Chartered Financial Analyst and the Chartered Valuation Analyst designations. Mr. Johnson is the recipient of the 40 under 40 award for extraordinary achievement as a deal maker in the M&A, financing and restructuring industry from before the age of 40 from The M&A Advisor.
Mr. Johnson is a registered representative and has passed the FINRA Series 7, 79, and 63 examinations.
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Preston Simons is a 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.
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