Your best buyer may be a credit union.
We represent credit unions that are ready to buy community banks. If you own, advise or bank a community bank, we can tell you, confidentially, whether a credit union buyer fits.
A different kind of buyer.
[Two or three sentences, confirmed by Glenn: how credit union purchases are typically structured and paid, what happens to the bank's customers, staff and branches, and what approvals are needed.]
For attorneys, investment bankers and accountants advising a seller, we can explain how a credit union bid compares and what it takes to close.
Three steps, all confidential.
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01
A private conversation
Tell us about the bank and the owners' goals. Nothing is shared without your agreement.
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02
Credit union fit
We tell you whether a credit union buyer is realistic, and which kinds of credit union might be interested.
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03
Introduction
With your consent, we introduce a qualified buyer and support both sides to a definitive agreement.
Credit union purchases of banks we have advised on
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Announced transaction
Gulf Winds Credit Union
to acquire
Peoples Exchange Bank
Lead financial adviser to Gulf Winds Credit Union
September 2026
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Announced transaction
Gulf Winds Credit Union
to acquire
Madison County Community Bank
Lead financial adviser to Gulf Winds Credit Union
August 2026
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Completed transaction
Frontier Credit Union
has acquired
First Citizens Bank of Butte
Financial adviser to Frontier Credit Union
September 2025
How credit unions buy banks
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Bank acquisitions · November 2025New 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 install…
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Bank acquisitions · May 2025Credit Unions Find Viable Growth Path with Bank Acquisitions
For decades, credit unions and banks experienced no crossover in their merger and acquisition strategies. Credit unions merged with other credit union…
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Bank acquisitions · March 2025Bank Acquisition Boom: How Credit Unions Are Changing the M&A Landscape
CEO Advisory Group Releases New Whitepaper: "What Credit Unions Need to Know About Bank Acquisitions" First installment of three-part series provides …
Read the article →