The 3rd Best Day of My Life

3rd Best Day of My Life - A Credit Union Merger

We lifted our glasses of champagne in celebration; After months of evaluating merger proposals from several credit unions, selecting a finalist, and completing the final negotiations my client could finally breathe a sigh of relief.  Leaning back in… Read More

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

As an Acquiring Credit Union Who Should Be On Your Merger Team?

Credit Union Merger Team

The process of merging credit unions must be carefully managed to ensure the combined credit union is financially stronger and that it benefits all members. It’s essential the credit unions are a good fit, that there is agreement… Read More

NCUA to Host Merger Webinar

NCUA to host merger webinar

The NCUA’s Office of Small Credit Union Initiatives will host a free webinar on mergers on Wednesday, September 17th, 2014.

8 Factors of a Successful Merger

In our work with credit unions, we’ve uncovered these crucial factors in managing a successful merger.