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

The Merged CEO’s Future After The Merger

CEOs have several great pathways in a credit union merger. Learn about the options and process for securing a great future through a merger, whether it be continued employment or retirement.

Considerations for Adding a Merger to Your Credit Union’s Growth Strategy

Adding a Merger to Your Credit Union’s Growth Strategy

In the credit union industry, size matters. Mergers offer credit unions a strategic opportunity to gain a competitive advantage through growth. Credit union mergers and acquisitions have been on the rise for several years. In 1969, there were… Read More

Credit Union Mergers Enhance Members’ Financial Lives

Credit Union Mergers Increase Member Satisfaction

A white paper recently submitted by students of the Southeast CUNA Management School, “Perceptions and Realities Surrounding Credit Union Mergers,” has revealed some interesting research and analysis in support of the mergers and acquisitions trend that’s been experienced… Read More

Credit Union Mergers: Maximizing Benefits & Best Practices

Credit Union Mergers: Maximize Benefits & Best Practices

You have a lot to celebrate when you’ve created a credit union that is successful enough to be sought after by larger financial institutions. All of your hard work and due diligence can pay great dividends in the… Read More

Optimizing Credit Union Financial Health & Avoiding Merger Pitfalls

Merger Opportunities and Warning Signs

The word “merger” can incite a variety of feelings, emotions, and opinions from credit union leaders. Ideally, credit union board and executive team members have steadily been working to build an organization which is financially healthy and contributes… Read More

Credit Union Mergers: Celebrating the Success!

Credit Union Merger: Celebrate Success

For many business leaders, part of the American Dream is creating a company that is so successful it will one day be sold to a larger entity. While this goal is seen as part of a strategic investment… Read More

Small Credit Unions Feeling Squeezed By Compliance Costs

Credit Union Regulatory Compliance Burden

In the world of financial services, modifications to regulatory governance can change rapidly. In fact, some would argue that each new day in the credit union business brings brand new changes that alter the industry from the way… Read More