Bank M&A
02/18/2025

The Secrets to a Successful Deal

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Dory Wiley
President and CEO
Brian Leibfried
Partner & Managing Director, Head of Bank Insights
Mike Esterday
Vice Chair

Enthusiasm for bank mergers may be increasing, but executives still need to think about factors that influence share price reactions, including the influence of interest rates and credit costs, and the strategic and cultural alignment between the merging entities.

“With M&A, the easy part is analyzing the numbers and the due diligence,” says Mike Esterday, vice chair at Integrity Solutions. “The hard part is the people and the culture.”

This video also includes insights from: 

  • Brian Leibfried, head of bank insights at Performance Trust Capital Partners
  • Dory Wiley, CEO of Commerce Street Holdings
WRITTEN BY

Dory Wiley

President and CEO

Dory A. Wiley is president and CEO of Commerce Street Holdings, LLC, the holding company for Commerce Street Capital, LLC, and Commerce Street Investment Management, LLC.

WRITTEN BY

Brian Leibfried

Partner & Managing Director, Head of Bank Insights

Brian leads the Client Insights team at Performance Trust, where he works with depository institutions to analyze and provide holistic balance sheet strategies to aid in strengthening their institutions. Brian is a featured speaker at various banking associations, as well as a seasoned speaker at Performance Trust University®, a national educational platform for leading community bankers. Brian’s background in the treasury function of First Federal Bank of Florida, coupled with the experience he has gained working alongside numerous bank executives to set long-term growth strategies, gives him a perspective not shared by most. He currently sits on the board of First Federal Bank. Brian is a CFA Charterholder and holds a bachelor’s degree in finance from the University of Florida. He is Series 7 and 63 registered.

WRITTEN BY

Mike Esterday

Vice Chair

Mike Esterday first discovered his talent for sales when he ranked number one out of 6,000 sales professionals in his first sales role, and then recruited and managed hundreds of salespeople. For over forty years later, Mike has been a sought-after speaker, author and leader in sales training and performance improvement. After 13 years as CEO of Integrity Solutions, now serves as Vice Chair.