Confidential, patient, and from both sides of the table.
We guide credit unions through every step of a merger in a trust-based, highly confidential way, so that members, staff, communities and both organisations come out ahead.
Four principles
The white-hat approach
We do not identify our clients until both sides want strategic discussions and confidentiality agreements are signed. A credit union's reputation, and its CEO's, is never put at risk by a premature approach.
Every path is on the table
For a board considering a merger, independence is one option among several. The first step we offer is reading or a private conversation, never a merger decision.
Culture before terms
We look for partners that fit on culture, shared values, member benefits and vision, then negotiate the terms that protect them.
One adviser throughout
The same senior adviser stays with you from the first conversation to the member vote and integration.
Talk it through before anything is decided.
A first conversation commits your credit union to nothing. It is confidential, and it is with Glenn.