Acquiree Representation

While the decision to merge your credit union into another is a strategic choice that may benefit the membership, it may be the most emotional decision your board will ever face. How will you know what criteria and when this is the right path?

The motivations for mergers vary, but may include:

• Desire to provide better rates, more services, and technologies
• Stagnant member or loan growth
• Aging membership
• Regulatory burden
• Low equity, low earnings or high delinquency
• CEO or Board turnover

Having helped other boards discuss these sensitive decisions, CEO Advisory’s M&A professionals understand the unique, sensitive issues from both the board and management perspective. We are able to guide you during this journey by bringing a very unique blend of merger experience, cultural sensitivity and financial industry operations experience to every advisory assignment.

Our vast experience with boards and CEO’s provides us the insight and compassion to understand the many factors that drive the issues around merging into another credit union, as well as the obstacles that may hinder the process.

Having a trusted advisor with industry experience to guide your board each step of the way makes the challenge vastly less complex. CEO Advisory proven process first identifies the right candidates for cultural fit, shared values, membership advantages and vision that matches yours.

Our process is then to successfully market and negotiate your credit union’s merger seamlessly and painlessly. We ensure a quadruple win for your members, your staff and management, the communities your serve, and the organization to ensure the best options and value proposition possible.

Should you be interested in a confidential discussion about your credit union’s situation, please call us at 206.390.4518 or using the contact form.