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.
Merger Attitudes & Perspectives Survey
Tom Cruise made the phrase “Help Me Help You” famous in the movie Jerry McGuire. Here is your chance to help us all learn together in the spirit of credit union cooperation. Please take the survey titled “Merger… Read More
Credit Union Merger Approvals – April 2018
NCUA approved 12 mergers in April 2018 which decreased from 13 last month. The number of mergers are down however the combined assets of merged credit unions are up nearly $46M compared to last month. For the month… Read More
Change-In-Control Agreements – Align Member And Executive Interests
New White Paper Explores Change-in-Control Agreements as a Tool in Credit Union Merger Discussions KENT, Wash. (May 31, 2018)—Change-in-control agreements may be an underutilized means of helping to ensure an objective assessment of merger proposals in the credit union… Read More
Pre-Merger Considerations For Credit Unions
The number of mergers and acquisitions between credit unions has been steadily growing for several years, with the majority involving credit unions under the $100 million range. That being said, there are a few considerations that credit unions… Read More
Worried About Your Role As CEO Post Merger?
As a CEO, you’ve likely spent many years procuring your credit union into what it is today. You’ve logged countless hours in board meetings, met with staff at all different levels, and dedicated your days to ensuring your… Read More
Credit Union Merger Approvals – March 2018
NCUA approved 13 mergers in March 2018 which increased from 9 last month. The number of mergers are up and the combined assets of merged credit unions are up nearly $69M compared to last month. For the month… Read More