Our History
A Legacy of Excellence
From the founding of the Dallas office of SAMCO Capital Markets in 1988 to Commerce Street Holdings today.
SAMCO Capital Markets
William D. "Tex" Gross established the Dallas office of SAMCO Capital Markets, laying the foundation for what would become Commerce Street Holdings.
James B. Gardner Joins
James B. Gardner joined after four decades in banking, initially serving as Senior Managing Director of Investment Banking and Corporate Finance.
Dory Wiley Joins SAMCO
Dory Wiley joined SAMCO and became a Managing Partner, bringing institutional investment expertise to the growing firm.
Commerce Street Holdings Founded
On October 1, 2007, Tex Gross, James Gardner, and Dory Wiley spun out the asset management and investment banking practices from SAMCO and launched Commerce Street Holdings, LLC.
Legacy Continues
After the passing of James Gardner in November 2013, Tex Gross and Dory Wiley continued as partners, developing new business practices for middle-market corporations and investors nationwide.
Continued Growth
Commerce Street Holdings has grown into a comprehensive financial services firm with investment banking, capital raising, investment management, and retirement solutions divisions serving clients across the country.