CEO Advisory Group-
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Members Win
As the services a credit union offers expands, it grows member roots deeper into the culture and future of the organization.
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Employees Win
The future of credit union jobs teem with growth through benefits such as increased total compensation and a new range of career advancement opportunities
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The Community Wins
As a credit union’s potential expands, they have the ability to make a greater impact in the community.
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Acquirer Representation
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.
Acquiree Representation
Our vast experience with boards and CEO’s provides us the insight and compassion to understand the many factors that drive the issues around merging into another credit union, as well as the obstacles that may hinder the process.
Advisory & Integration
Mergers are present in many growth plans as they are an effective way for credit unions to increase market share within existing markets and expand into new markets without the added cost of building out a new branch network organically.
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 Unions Must Evolve to Thrive
Any credit union using yesterday’s business practices to operate in today’s fast-paced business environment will struggle to survive into the future. The best-performing credit unions have consistently reinvented themselves to keep pace with the evolving financial services landscape—defined… Read More
More Mergers Occurring For Strategic Reasons Rather Than Financial Distress
While mergers continue unabated in the credit union industry, the reasons for undertaking them has shifted over the years. As we reported in our 2019 white paper, “When Prospective Partners Come Calling,” most mergers in the past occurred… Read More