The first merger advisory firm built for credit unions.
CEO Advisory Group is a trust-based adviser to credit unions on mergers, acquisitions and growth. Founded in 2004 and based in Lake Tapps, Washington, we work nationally.
Our goal is mergers in which members, communities, boards and staff all win.
Mergers are our core work, not a side business.
The first M&A firm for credit unions
The firm was formed at the request of credit union CEOs who wanted a trusted merger adviser that understood the motivations, philosophy and inner workings of credit unions, and whose core competency was mergers rather than a side line to strategic planning or human resources.
Industry experience
Our experience includes executive positions in credit unions and credit union trade associations, with expertise in mergers, finance, growth, marketing, strategy and technology.
Both sides of the table
We have managed every step of mergers for both parties, confidentially: from board education to full merger project planning, from seller to acquirer representation, and from credit union mergers to bank and branch purchases.
A national network
Our speaking, writing and league background give us a national network of credit unions interested in mergers, as acquirers and as partners.
“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.
Talk it through before anything is decided.
A first conversation commits your credit union to nothing. It is confidential, and it is with Glenn.