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.
Credit Unions Must Evolve to Thrive
Any credit union using yesterday’s business practices to operate in today’s fast-paced business environment will struggle to survive into the future. The best-performing credit unions have consistently reinvented themselves to keep pace with the evolving financial services landscape—defined… Read More
More Mergers Occurring For Strategic Reasons Rather Than Financial Distress
While mergers continue unabated in the credit union industry, the reasons for undertaking them has shifted over the years. As we reported in our 2019 white paper, “When Prospective Partners Come Calling,” most mergers in the past occurred… Read More
What Should You Be Looking for in a Successor CEO?
Succession planning is getting considerable attention in 2025, as the deadline draws nearer to the NCUA final rule requiring that federally insured credit unions have a written plan. With just a few months until the Jan. 1, 2026,… Read More
In Prioritizing Succession Planning, Credit Unions May Also Wish to Consider Mergers
Succession planning has been a hot topic in the credit union space over the last several years, fueled in part by the National Credit Union Association’s rule that requires federal credit unions to establish a formalized succession planning… Read More
Three Pathways for Credit Unions to Achieve Scale
Scale is one of the hottest topics in credit union operations these days. With the rising cost of technology, operations, talent acquisition, and other business functions, the need for credit unions to become simultaneously bigger and more efficient… Read More
Credit Union Mergers Analysis: First Quarter 2025
An analysis of credit union mergers for the first quarter of 2025 shows quarterly fluctuation in the number of approved transactions, with a slight decrease in merger approvals and the combined asset size of merging institutions. Looking at… Read More