CEO Advisory GroupCredit 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.
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