CEO Advisory GroupCEO Advisory Group Serves as Lead Advisor to Gulf Winds Credit Union on Acquisition of Peoples Exchange Bank
Second bank acquisition for Gulf Winds in 2026, ahead of its rebrand as TruWorth Credit Union LAKE TAPPS, WA (September 28, 2026) – CEO Advisory Group announced today that it served as lead financial advisor to Gulf Winds… Read More
Keeping Rural Florida Banked: Gulf Winds Credit Union to Acquire Madison County Community Bank
On August 25, 2026, Gulf Winds Credit Union of Pensacola, Florida — with more than $1.3 billion in assets and over 74,000 members — announced a definitive agreement to acquire Madison County Community Bank (MCCB) of Madison, Florida,… Read More
Credit Union Merger Analysis: Third Quarter 2025
Credit union mergers in the third quarter of 2025 saw a dramatic increase in asset size, with $34 billion in combined assets approved by the NCUA. While the number of mergers is trending down compared to last year, strategic deals—including several mega mergers-of-equals—are reshaping the industry. This executive analysis from CEO Advisory Group highlights key trends, financial performance, and strategic motivations driving consolidation.
New Whitepaper Release – Credit Union Bank Acquisitions – Part 2
We’re excited to announce the release of Part 2 in our whitepaper series, What Credit Unions Need to Know About Bank Acquisitions. This latest installment, titled “Proceeding with the Deal,” offers a practical and strategic guide for credit… Read More
The Perfect Storm: CEO Retirements and Industry Consolidation Create Strategic Succession Opportunity
What if your credit union could achieve better economies of scale and find the perfect CEO to lead your organization in the future? Lake Tapps, WA – Credit unions face a perfect storm: half of CEOs are over… Read More
Credit Union Mergers Analysis: Second Quarter 2025
An analysis of credit union mergers for the second quarter of 2025 shows an upward trend over the first quarter in both the number of approved transactions and the combined asset size of the merging institutions. The NCUA… Read More
Bank Acquisition Momentum Builds: San Francisco FCU’s Summit Bank Deal Signals Continued Growth Trend
The credit union industry continues to embrace bank acquisitions as a strategic growth pathway, with the recent announcement by $1.3 billion San Francisco Federal Credit Union to acquire $4.5 million Summit Bank serving as the latest example of… Read More
Credit Union Mergers Analysis: First Quarter 2025
An analysis of credit union mergers for the first quarter of 2025 shows quarterly fluctuation in the number of approved transactions, with a slight decrease in merger approvals and the combined asset size of merging institutions. Looking at… Read More
CEO Advisory Group Facilitates Strategic Acquisition
Frontier Credit Union to Acquire First Citizens Bank of Butte CEO Advisory Group is pleased to announce our role as financial advisor to Frontier Credit Union in its strategic acquisition of First Citizens Bank of Butte, a transaction… Read More
Credit Unions Find Viable Growth Path with Bank Acquisitions
For decades, credit unions and banks experienced no crossover in their merger and acquisition strategies. Credit unions merged with other credit unions, banks acquired other banks, and neither the twain did meet. All of that began to change… Read More
Bank Acquisition Boom: How Credit Unions Are Changing the M&A Landscape
CEO Advisory Group Releases New Whitepaper: “What Credit Unions Need to Know About Bank Acquisitions” First installment of three-part series provides strategic guidance on an increasingly important growth strategy LAKE TAPPS, WASHINGTON – CEO Advisory Group, a leading… Read More
NCUA Final Succession Planning Rule Explained
In December, the NCUA approved its final credit union successional planning rule, which requires federally insured credit union boards to establish succession planning processes for key positions and will go into effect on Jan. 1, 2026. The final… Read More
Credit Union Merger Approvals Q3 2024
An analysis of credit union mergers for the third quarter of 2024 shows an upward trend in both the number of approved transactions and the combined asset size of the merging institutions. The latter trend is being driven… Read More
Credit Union Merger Approvals 2Q 2024
NCUA approved 46 mergers in Q2 of 2024 which increased from 26 last quarter. The combined assets of merged credit unions total $3.3B, which compares to $3.7B last quarter and $2.7B in Q2 2023. The mean and median… Read More
CEO Advisory Group is Consultant to HVCU in Proposed Bank Acquisition
Hudson Valley Credit Union, headquartered in Poughkeepsie, New York, entered into a definitive agreement to acquire Kingston, New York based Catskill Hudson Bank on January 10th, 2024. Founded in 1963, Hudson Valley Credit Union, serves more than 350,000… Read More
How the Demand for Tech Talent Complicates Succession Planning
Succession planning for credit unions has become more complex these days because of the rapidly evolving skills required to run a financial institution. The rise of fintechs has changed the competitive landscape, making investment in technology—and the talent… Read More
Credit Union Merger Approvals 3Q 2023
NCUA approved 39 mergers in Q2 of 2023 which increased from 36 last quarter. The combined assets of merged credit unions totals $946M, which compares to $2.7B last quarter and $3.5B in Q3 2022. The mean and median… Read More
Why Credit Unions Are Acquiring Banks at a Record Pace
When credit unions look for merger partners, they increasingly are considering banks. S&P Global reports that credit unions entered into a record number of bank acquisitions in 2022. There were 14 acquisitions for the year, surpassing the previous… Read More
Succession Planning with an Eye Towards Mergers as an Option
CEO Advisory Group Explores Succession Planning And Mergers in Latest White Paper CEO Advisory Group explores the hot topic of succession planning in its latest white paper, including a discussion of when and why a merger may be… Read More
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