CEO Advisory Group-
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Members Win
As the services a credit union offers expands, it grows member roots deeper into the culture and future of the organization.
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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
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The Community Wins
As a credit union’s potential expands, they have the ability to make a greater impact in the community.
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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.
How Receptive Is Credit Union Leadership to a Merger?
In the world of credit unions, mergers are an essential part of growing and staying relevant. In fact, a well-planned merger can actually help you gain a significant competitive advantage. With that said, it seems some leaders are… Read More
5 Themes – Conversations With CU Leaders
Based on calls we have received over the last month, there is no doubt credit union leaders believe our business will be forever changed after COVID-19. The thoughts these leaders shared with us can generally be categorized into… Read More
Is Now the Right Time for Your Credit Union to Consider a Strategic Merger?
One of the leading reasons credit unions engage in mergers is declining membership, according to a study conducted by the National Credit Union Administration (NCUA). It found that 47 percent of merging credit unions had negative member growth… Read More
Aligning Executive Compensation With Member Interests In A Merger
When a change in control occurs in a credit union, the board of directors must consider the best interests of its members. This means not only ensuring the financial health of the organization is stabilized, but also putting… Read More
The Art and Science of Successful Credit Union Mergers
Merger. The very word can elicit strong emotions throughout the financial services industry, including credit unions. For some, it is viewed as an exciting opportunity for growth. For others, it is dreaded and feared as a loss of… Read More
The Value of a Structured Merger Process
Would a Merger Risk Your Control, Quality, and Culture — or Boost Your Market Position? For some, mergers are an exciting opportunity for growth. For others, it means a loss of control, quality and culture. Yet, in almost… Read More