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.
When Prospective Partners Come Knocking
New White Paper Explores Obstacles to CU Merger Proposals ‘When Prospective Partners Come Knocking’ Although credit union executives and boards have a duty to consider members’ interests in all matters, other factors may take precedence when it comes… Read More
Merger Approvals Q1 2019
NCUA approved 28 mergers in Q1 of 2019 which decreased from 53 last quarter. The combined assets of merged credit unions is $1.3B, which compares to $1.5B last quarter and $800M year ago. The mean and median assets… Read More
Forms Integration and Credit Union Mergers | What You Need to Know
Maybe water cooler talk has you curious. All it takes is one whisper of the word “merger” for the rumor mill to crank up. And while mergers are not bad in and of themselves, they are disruptors. Credit… Read More
The Anatomy of an Ideal Credit Union Merger Partner
Credit union mergers and acquisitions have been on the rise for several years. In fact, credit unions have been merging at the rate of 2.9 percent per year since the industry reached its peak in 1969 with nearly… Read More
Credit Union Merger Approvals – Q4 2018
NCUA approved 53 mergers in Q4 of 2018 which increased from 52 last quarter. The combined assets of merged credit unions is $1.5B, which compares to $2.1B last quarter and $1B year ago. The mean and median assets… Read More
Lessons Learned in Credit Union Mergers
This video describes the importance of conducting a lessons learned session following a credit union merger in order to capture what went well and areas for improvement. Documenting this learning helps to create best practices that can be… Read More