Managing the Complex Merger Integration Process

From Discovery to Evaluation

When it comes to sales and acquisitions in the business world, there are few times when it is beneficial to go it alone. Without the assistance of a trained professional, by your side, you could easily lose out… Read More

Not A Wall Street Merger – A Uniquely Credit Union Merger

Not A Wall Street Merger

Suddenly, the crowd erupted. Tears started flowing. Members and staff alike shouted aloud in celebration of victory.  These weren’t tears of sadness, but tears of joy.  Board members, staff and members embraced each other with warm hugs. In… Read More

3 HR Issues to Address in a Merger

3 HR Issues in a Merger

Industry mergers can always present challenges for those in the human resources department, but especially so when it comes to credit unions. Navigating those roadblocks and overcoming obstacles is well worth it, creating new opportunities for not just… Read More

Three Things To Expect During A Credit Union Merger

Three Things To Expect During A Credit Union Merger

Credit union mergers are more commonplace now than ever. They happen for different reasons. Some mergers are vehicles for growth. Others are a means of survival. Some mergers even happen as a means to make network access more… Read More

5 Ways to Support Your Employees During a Merger

5 Ways to Support Your Employees During a Merger

Organizational change can be quite exciting for credit union leaders. In the face of a merger, decision makers have put a lot of time, effort, and research into the process, working to understand how to make the final… Read More

Management – 5 Ways to Support Your Credit Union During a Merger

Management - 5 Ways to Support Your Credit Union During a Merger

Organizational change: is it incredibly exciting or simply terrifying? In all truth, it’s usually a pretty solid mix of the two. While organizational change related to mergers is generally viewed as a negative thing in many industries, the… Read More

Credit Union Mergers & Real Estate Due Diligence

Credit Union Mergers & Real Estate Due Diligence

Real estate holdings and leases are a big component in credit union mergers and can be one of the key advantages. For example, most institutions consider three to five years a reasonable time to reach break-even in a… Read More

FTC Announces New Premerger Notification Thresholds For 2017

FTC Merger Prenotification 2017

In addition to explaining the filing requirements for credit union mergers, the Hart-Scott-Rodino Antitrust Improvements Act (HSRA) requires an annual update to the FTC premerger notification threshold. The threshold, based on the company’s relevant assets, is used to… Read More

7 Teams For Your Credit Union Merger

Credit Union Merger Teams

The credit union merger process is relatively complex and needs careful management to ensure a successful outcome. Apart from the merger team that oversees the entire process, a number of subsidiary teams are needed, each handling a different… Read More

As an Acquiring Credit Union Who Should Be On Your Merger Team?

Credit Union Merger Team

The process of merging credit unions must be carefully managed to ensure the combined credit union is financially stronger and that it benefits all members. It’s essential the credit unions are a good fit, that there is agreement… Read More

Merger Success Begins with Soft Side Due Diligence

Merger Success Begins With Soft Side Due Diligence

Credit union mergers are beneficial not only for the acquiring institution, but also for the institution being acquired, and the members and employees of both. Unlike many other business consolidations, credit union mergers produce positive results for all… Read More