Transaction
Announced and completed transactions, conference appearances and press.
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Bank acquisitions · Transaction · September 2026
CEO Advisory Group Serves as Lead Advisor to Gulf Winds Credit Union on Acquisition of Peoples Exchange Bank
Second bank acquisition for Gulf Winds in 2026, ahead of its rebrand as TruWorth Credit Union LAKE TAPPS, WA (September 28, 2026) – CEO Advisory Group announced today tha…
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Bank acquisitions · Transaction · August 2026
Keeping Rural Florida Banked: Gulf Winds Credit Union to Acquire Madison County Community Bank
On August 25, 2026, Gulf Winds Credit Union of Pensacola, Florida — with more than $1.3 billion in assets and over 74,000 members — announced a definitive agreement to ac…
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Bank acquisitions · Transaction · July 2026
San Francisco Federal Credit Union Completes Acquisition of Summit Bank, Marking California's Latest Credit Union–Bank Deal
San Francisco Federal Credit Union has completed its acquisition of Oakland-based Summit Bank, closing one of the most closely watched credit union–bank transactions in C…
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Bank acquisitions · Transaction · February 2026
CEO Advisory Group Advises Frontier Credit Union in Landmark Montana Bank Purchase
CEO Advisory Group announces the successful closing of Frontier Credit Union's acquisition of First Citizens Bank of Butte, a transaction for which CEO Advisory Group ser…
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Bank acquisitions · Transaction · July 2025
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 …
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Bank acquisitions · Transaction · May 2025
CEO Advisory Group Facilitates Strategic Acquisition
Frontier Credit Union to Acquire First Citizens Bank of Butte CEO Advisory Group is pleased to announce our role as financial advisor to Frontier Credit Union in its stra…
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Bank acquisitions · Transaction · January 2024
CEO Advisory Group is Consultant to HVCU in Proposed Bank Acquisition
Hudson Valley Credit Union, headquartered in Poughkeepsie, New York, entered into a definitive agreement to acquire Kingston, New York based Catskill Hudson Bank on Janua…
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Bank acquisitions · Transaction · December 2022
CEO Advisory Group is Lead Financial Advisor to Dort Financial CU in its Proposed Acquisition of Flagler Bank
Dort Financial Credit Union, headquartered in Grand Blanc, Michigan, entered into a definitive agreement to acquire West Palm Beach, Florida based Flagler Bank.