CEO Advisory Group-
Top 10 CU Acquirers by State
View the Top 10 credit union acquirers using our interactive chart and see which credit unions they have acquired since 2000.
-
-
Members Win
As the services a credit union offers expands, it grows member roots deeper into the culture and future of the organization.
-
Employees Win
The future of credit union jobs teem with growth through benefits such as increased total compensation and a new range of career advancement opportunities
-
The Community Wins
As a credit union’s potential expands, they have the ability to make a greater impact in the community.
-
-
Acquirer Representation
Expansion through merger is a cost effective way to increase market penetration within the existing market, acquire new branch locations, increase footprint, and add vital fields of membership (FOMs) to the charter.
Acquiree Representation
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.
Advisory & Integration
Mergers are present in many growth plans as they are an effective way for credit unions to increase market share within existing markets and expand into new markets without the added cost of building out a new branch network organically.
Credit Union Merger Approvals Q3 2024
An analysis of credit union mergers for the third quarter of 2024 shows an upward trend in both the number of approved transactions and the combined asset size of the merging institutions. The latter trend is being driven… Read More
Credit Union Merger Approvals 2Q 2024
NCUA approved 46 mergers in Q2 of 2024 which increased from 26 last quarter. The combined assets of merged credit unions total $3.3B, which compares to $3.7B last quarter and $2.7B in Q2 2023. The mean and median… Read More
Careful Planning is Essential to Successfully Executing a Merger with Another Credit Union
Difficult economic conditions, increased funding costs and competition from larger institutions will continue to drive credit unions to combine to sharpen their competitive edge. The number of mergers of credit unions with assets of $500 million and above… Read More
CEO Advisory Group is Consultant to HVCU in Proposed Bank Acquisition
Hudson Valley Credit Union, headquartered in Poughkeepsie, New York, entered into a definitive agreement to acquire Kingston, New York based Catskill Hudson Bank on January 10th, 2024. Founded in 1963, Hudson Valley Credit Union, serves more than 350,000… Read More
How the Demand for Tech Talent Complicates Succession Planning
Succession planning for credit unions has become more complex these days because of the rapidly evolving skills required to run a financial institution. The rise of fintechs has changed the competitive landscape, making investment in technology—and the talent… Read More
Credit Union Merger Approvals 3Q 2023
NCUA approved 39 mergers in Q2 of 2023 which increased from 36 last quarter. The combined assets of merged credit unions totals $946M, which compares to $2.7B last quarter and $3.5B in Q3 2022. The mean and median… Read More