Merging or Acquiring Credit Unions

Acquirer Representation

Mergers have become an essential part the growth strategy for many credit unions.

Expansion through merger is a cost effective way to increase market penetration within the existing market, acquire new branch locations, increase footprint, and add vital fields of membership (FOMs) to the charter.

However, putting the merger strategy into action is often difficult, especially with strategic mergers as opposed to bail-outs. Since strategic mergers are not driven by urgent needs there are many stumbling blocks in the path to a successful marriage of two strong credit unions. An experienced facilitator can help ensure a smooth process.

One of the delicate issues facing credit unions is approaching potential partners without compromising the reputation of the credit union and CEO. We assist in this process by providing what we call the “white hat” approach to mergers where we do not identify our clients until a clear desire for strategic discussions has been ascertained and confidentiality documents signed.

As longstanding trusted advisers to the credit union industry and specialists in credit union mergers we have access to a large database of credit unions contemplating mergers.


What We Do…

  • Merger strategy development
  • Select target credit unions
  • Pitchbook creation
  • Prospecting target credit unions
  • Facilitating discussions among CEOs and key board members
  • Project planning through merger approval



3 Ways a Merger Can Help Your Credit Union Capture More BusinessFree Consultation!

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