When Prospective Partners Come Knocking

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

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Forms Integration and Credit Union Mergers

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

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Characteristics of Favorable Merger Partners

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

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CU Mergers 4Q 2018

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

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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

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