Valuation Services

Commerce Street Capital, LLC ("CSC") is recognized as a leader in the industry for its valuation services. The Commerce Street team of professionals is highly qualified to assist in a wide variety of services.

  • Portfolio "Mark to Market" Valuation Services
    • Illiquid portfolio investment valuations
    • Valuation "Policies & Procedures" consulting
  • Valuation and Fairness Opinions
    • Mergers and acquisitions
    • Public offerings
    • Private placements
  • ESOP Valuations
  • Fair Value Analysis of Assets and Liabilities
    • Purchase price allocations
    • Goodwill impairment testing and valuation
  • Expert Witness Testimony
    • Public and privately-held securities
    • Litigation support
    • Mergers and Acquisitions
    • Valuations and Fairness Opinions
  • Estate Valuations
  • Special Projects

Valuation Expertise

Portfolio Valuation – Serving Private Equity Funds, Hedge Funds, BDC's and LP's

  • Our professionals have valued over $4 Billion in investments since the onset of ASC 820 (fka FASB 157).
  • These investments have spanned the capital structure including senior, mezzanine and subordinated debt; preferred and common equity; warrants, rights and options.
  • Sectors valued include power, oil and gas, consumer products and services, finance and insurance services, telecommunications, technology, agricultural, mining, hospitality, automotive and airline.
  • Investments valued include direct investments, funds of funds, LP interests and General Partnerships.

Financial Institution Services – Serving Banks and Bank Holding Companies

  • CSC serves financial institutions in a broad range of engagements leveraging its significant industry knowledge.
  • CSC employs its own proprietary valuation methodology and models created specifically for analyzing and valuing financial institutions.
  • CSC performs financial institution and security valuations for use in legal proceedings, court case history and mergers and acquisitions.

Commerce Street Capital, LLC welcomes the opportunity to host preliminary discussions to review how our suite of valuation services can fulfill your institution’s valuation needs. Please feel free to contact any of our team members.