CEO Advisory Group is Lead Financial Advisor to Dort Financial CU in its Proposed Acquisition of Flagler Bank

Dort Financial Credit Union, headquartered in Grand Blanc, Michigan, entered into a definitive agreement to acquire West Palm Beach, Florida based Flagler Bank. The transaction would grow Dort Financial Credit Union’s assets to nearly $2 billion. Founded in… Read More
Credit Union Merger Approvals 2Q 2022

Credit Union Merger Approvals 2Q 2022 NCUA approved 35 mergers in Q2 of 2022 which increased from 41 last quarter. The combined assets of merged credit unions is $641M, which compares to $5.5B last quarter and $845M in… Read More
Credit Union Merger Approvals 1Q 2022

NCUA approved 41 mergers in Q1 of 2022 which increased from 40 last quarter. The combined assets of merged credit unions is $5.5B, which compares to $1.5B last quarter and $1.7B in Q1 2021. The mean and median… Read More
Credit Union Merger Approvals 1Q 2021

NCUA approved 33 mergers in Q1 of 2021 which increased from 37 last quarter. The combined assets of merged credit unions is $1.7B, which compares to $3.5B last quarter. The mean and median assets of merged credit unions… Read More
Credit Union Merger Approvals 4Q2020

NCUA approved 37 mergers in Q4 of 2020 which increased from 34 last quarter. The combined assets of merged credit unions is $3.5B, which compares to $1.5B last quarter. The mean and median assets of merged credit unions… Read More
Credit Union Merger Approvals 3Q 2020

NCUA approved 34 mergers in Q3 of 2020 which increased from 25 last quarter. The combined assets of merged credit unions is $1.5B, which compares to $777M last quarter and $1.3B a year ago. The mean and median… Read More
Credit Union Merger Approvals – 2Q2020

NCUA approved 25 mergers in Q2 of 2020 which decreased from 34 last quarter. The combined assets of merged credit unions is $404M, which compares to $404M last quarter and $2.1B a year ago. The mean and median… Read More
Credit Union Merger Approvals 1Q 2020

NCUA approved 34 mergers in Q1 of 2020 which increased from 32 last quarter. The combined assets of merged credit unions is $404M, which compares to $1.6B last quarter and $1.3B year ago. The mean and median assets… 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
Credit Union Merger Approvals – Q4 2018

NCUA approved 53 mergers in Q4 of 2018 which increased from 52 last quarter. The combined assets of merged credit unions is $1.5B, which compares to $2.1B last quarter and $1B year ago. The mean and median assets… Read More
Credit Union Merger Approvals – September 2018

NCUA approved 22 mergers in September 2018 which increased from 16 last month. The combined assets of merged credit unions is $288M, which compares to $1.4B last month and $392M a year ago. The mean and median assets… Read More
Credit Union Merger Approvals — August 2018

NCUA approved 16 mergers in August 2018 which increased from 14 last month. The number of mergers is up, and the combined assets of merged credit unions are also up nearly $1.0B compared to last month. For the… Read More
Credit Union Merger Approvals — July 2018

NCUA approved 14 mergers in July 2018 which increased from 12 last month. The number of mergers is up, and the combined assets of merged credit unions are also up nearly $159M compared to last month. For the… Read More
Credit Union Merger Approvals — June 2018

NCUA approved 12 mergers in June 2018 which decreased from 19 last month. The number of mergers is down, and the combined assets of merged credit unions are also down nearly $422M compared to last month. For the… Read More
Credit Union Merger Approvals – May 2018

NCUA approved 19 mergers in May 2018 which increased from 12 last month. The number of mergers is up and the combined assets of merged credit unions are also up nearly $421M compared to last month. For the… Read More
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
Credit Union Merger Approvals – March 2018

NCUA approved 13 mergers in March 2018 which increased from 9 last month. The number of mergers are up and the combined assets of merged credit unions are up nearly $69M compared to last month. For the month… Read More
Credit Union Merger Approvals – February 2018

NCUA approved 9 mergers in February 2018 which decreased from 20 last month. The number of mergers are down and the combined assets of merged credit unions are down nearly $378M compared to last month. For the month… Read More
Credit Union Merger Approvals – January 2018

NCUA approved 20 mergers in January 2018 which increased from 8 last month. The combined assets of merged credit unions are up nearly $342M compared to last month. However, for the month of January, the total merged assets… Read More
FTC Announces New Premerger Notification Thresholds For 2018

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