Merger Perspectives Survey

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

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Credit Union Mergers April 2018

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

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White Paper - Putting Mebmers' Interests First with Change in Control Agreements

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

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Pre-Merger Considerations

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

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CEO Role Post-Merger

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

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