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

Frontier Credit Union to Acquire First Citizens Bank of Butte CEO Advisory Group is pleased to announce our role as financial advisor to Frontier Credit Union in its strategic acquisition of First Citizens Bank of Butte, a transaction… Read More

For decades, credit unions and banks experienced no crossover in their merger and acquisition strategies. Credit unions merged with other credit unions, banks acquired other banks, and neither the twain did meet. All of that began to change… Read More

CEO Advisory Group Releases New Whitepaper: “What Credit Unions Need to Know About Bank Acquisitions” First installment of three-part series provides strategic guidance on an increasingly important growth strategy LAKE TAPPS, WASHINGTON – CEO Advisory Group, a leading… Read More

In December, the NCUA approved its final credit union successional planning rule, which requires federally insured credit union boards to establish succession planning processes for key positions and will go into effect on Jan. 1, 2026. The final… Read More