The Perfect Storm: CEO Retirements and Industry Consolidation Create Strategic Succession Opportunity

What if your credit union could achieve better economies of scale and find the perfect CEO to lead your organization in the future? Lake Tapps, WA – Credit unions face a perfect storm: half of CEOs are over… Read More

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Credit Union Mergers Analysis: Second Quarter 2025

An analysis of credit union mergers for the second quarter of 2025 shows an upward trend over the first quarter in both the number of approved transactions and the combined asset size of the merging institutions. The NCUA… Read More

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CEO Advisory Serves As Financial Advisor to San Francisco Federal Credit Union in their Acquisition of Summit Bank

Bank Acquisition Momentum Builds: San Francisco FCU’s Summit Bank Deal Signals Continued Growth Trend

The credit union industry continues to embrace bank acquisitions as a strategic growth pathway, with the recent announcement by $1.3 billion San Francisco Federal Credit Union to acquire $4.5 million Summit Bank serving as the latest example of… Read More

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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

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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

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