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.
Two Key Issues for Boards: Succession Planning and Merger Considerations
by Teresa Freeborn, Guest Writer Board succession planning is as important as executive succession planning, but often it’s simply not done because it’s not perceived to be urgent. Some board members seem to view their role as a… Read More
Succession Planning with an Eye Towards Mergers as an Option
CEO Advisory Group Explores Succession Planning And Mergers in Latest White Paper CEO Advisory Group explores the hot topic of succession planning in its latest white paper, including a discussion of when and why a merger may be… Read More
Digital Is Becoming More Important in Merger Considerations
Digital has been an absolute game-changer in the financial services market. Credit unions in the aggregate are doing a fine job keeping pace with the competition, offering comprehensive online banking services, responsive mobile apps, and the latest technology… Read More
Too Many Credit Unions Lack a Merger Policy
There are two potential approaches that credit unions can take to address merger opportunities: proactive or reactive. A proactive approach entails having a structured policy in place for uncovering and considering potential merger opportunities. A reactive approach often… Read More
Financial Accounting Standards Board Moving Forward with Changes to Merger Accounting Standards
If you’re pondering the best timing for a potential merger acquisition, then one of the issues you should consider is the Federal Accounting Standards Board’s ongoing consideration of changes to how delinquent loans and investments have to be… Read More
CEO Advisory Group is Lead Financial Advisor to Dort Financial CU in its Proposed Acquisition of Flagler Bank
Dort Financial Credit Union, headquartered in Grand Blanc, Michigan, entered into a definitive agreement to acquire West Palm Beach, Florida based Flagler Bank. The transaction would grow Dort Financial Credit Union’s assets to nearly $2 billion. Founded in… Read More