Key Considerations in Merger

Key Considerations in Merger

Credit union mergers are a huge undertaking. They can be confusing, are most certainly exhausting, and create a bit of chaos during the process. However, you can minimize all of this if you know what to expect and… Read More

Seven B.C. Credit Unions Explore Forming a “Regional Amalgamation”

7 Credit Union Merger

In this atmosphere of hyper-competition in the financial services industry, credit unions throughout North America are exploring the potential of strengthening their positions through beneficial consolidations and mergers. In British Columbia, the potential benefits of a major consolidation… Read More

Top Financial Industry Performers Win with Intelligence

Customer Centricity

The onslaught of fintech on traditional financial institutions (FIs) continues at a dizzying rate.  In Q1 of 2017 alone, $2.7B was invested in 226 deals.  Those fintech firms creating significant disruption in the financial sector have built their… Read More

Managing the Complex Merger Integration Process

From Discovery to Evaluation

When it comes to sales and acquisitions in the business world, there are few times when it is beneficial to go it alone. Without the assistance of a trained professional, by your side, you could easily lose out… Read More

Not A Wall Street Merger – A Uniquely Credit Union Merger

Not A Wall Street Merger

Suddenly, the crowd erupted. Tears started flowing. Members and staff alike shouted aloud in celebration of victory.  These weren’t tears of sadness, but tears of joy.  Board members, staff and members embraced each other with warm hugs. In… Read More

Credit Union Mergers: Maximizing Benefits & Best Practices

Credit Union Mergers: Maximize Benefits & Best Practices

You have a lot to celebrate when you’ve created a credit union that is successful enough to be sought after by larger financial institutions. All of your hard work and due diligence can pay great dividends in the… Read More

Optimizing Credit Union Financial Health & Avoiding Merger Pitfalls

Merger Opportunities and Warning Signs

The word “merger” can incite a variety of feelings, emotions, and opinions from credit union leaders. Ideally, credit union board and executive team members have steadily been working to build an organization which is financially healthy and contributes… 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.