The Secrets to a Successful Deal




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.

Brian Leibfried is partner, managing director, and head of bank insights at Performance Trust Capital Partners, LLC, a role where he blends his extensive experience in banking and board leadership. A sought-after speaker in banking circles, Mr. Leibfried shares his insights with clarity and conviction. He brings a diverse skill set to the table, merging treasury, bank management, investment banking, and capital markets expertise. Mr. Leibfried’s approach, rooted in the shape management methodology, offers comprehensive strategies.

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.
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

Dory Wiley
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.

Brian Leibfried
Brian Leibfried is partner, managing director, and head of bank insights at Performance Trust Capital Partners, LLC, a role where he blends his extensive experience in banking and board leadership. A sought-after speaker in banking circles, Mr. Leibfried shares his insights with clarity and conviction. He brings a diverse skill set to the table, merging treasury, bank management, investment banking, and capital markets expertise. Mr. Leibfried’s approach, rooted in the shape management methodology, offers comprehensive strategies.

Mike Esterday
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.