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Credit union merger advisory · Independent · National

The charter is not the mission.

We help credit union and bank leaders weigh the strategic choices that create greater long-term value for members, employees and communities.

Explore the decision
Where are you in the decision?

Start with the question in front of your board.

Each question leads to a short guide, the analysis behind it, a case from our own work and an open invitation to talk it through. There is no wrong place to start.

Latest insights

Recent analysis

All insights
The number · Q3 2025

$17M

The median size of the 41 credit unions merged in the third quarter of 2025. The average was $834 million.

Source: NCUA merger approvals, Q3 2025. CEO Advisory Group analysis.

See the quarterly merger data
Combined assets of credit unions merged, by quarter, 2025
  • Q1 · 45 $2.4B
  • Q2 · 35 $5.6B
  • Q3 · 41 $34B

Labels show quarter · number of mergers approved. Source: NCUA; CEO Advisory Group, Credit Union Merger Analysis: Third Quarter 2025.

See the quarterly merger data
How we help

Three kinds of work, one specialty.

Acquiring credit unions

We find and approach merger partners on your behalf, confidentially, and stay with the process through to a letter of intent.

Discuss a partner search

Credit unions considering a merger

We help boards and CEOs compare every realistic option, including remaining independent, while they still control the timing.

Compare the options

Bank acquisitions

We help credit unions find, evaluate and complete community bank purchases, and work with bank owners and advisers who want a credit union buyer.

Discuss a bank acquisition
White paper · Three-part series

What Credit Unions Need to Know About Bank Acquisitions

Part 2 of the series is now available. It covers [two-sentence summary of Part 2’s central finding, from the paper].

By Glenn Christensen · Executive brief free to read · Full paper by email

Read the executive brief
Who you will work with
“Independence is not the mission. Member value is.”

Every engagement is led by Glenn Christensen. CEO Advisory Group has advised credit unions on mergers since 2004, and Glenn speaks regularly to boards and industry conferences on merger, succession and bank acquisition decisions.

[Portrait of Glenn · three-quarter, eye level, window light, looking toward the copy · 1200 × 1500]
Confidential

Talk it through before anything is decided.

A first conversation commits your credit union to nothing. It is confidential, and it is with Glenn.

Start a confidential conversation