CEO Advisory Group
The Art and Science of Successful Credit Union Mergers
Merger. The very word can elicit strong emotions throughout the financial services industry, including credit unions. For some, it is viewed as an exciting opportunity for growth. For others, it is dreaded and feared as a loss of… Read More
The Value of a Structured Merger Process
Would a Merger Risk Your Control, Quality, and Culture — or Boost Your Market Position? For some, mergers are an exciting opportunity for growth. For others, it means a loss of control, quality and culture. Yet, in almost… Read More
Credit Union Merger Approvals 2Q 2019
NCUA approved 31 mergers in Q2 of 2019 which increased from 28 last quarter. The combined assets of merged credit unions is $2.1B, which compares to $1.3B last quarter and $800M year ago. The mean and median assets… Read More
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
Merger Approvals Q1 2019
NCUA approved 28 mergers in Q1 of 2019 which decreased from 53 last quarter. The combined assets of merged credit unions is $1.3B, which compares to $1.5B last quarter and $800M year ago. The mean and median assets… Read More