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For credit unions buying a bank

A community bank may be your fastest route to scale.

We help credit unions find, evaluate and complete community bank purchases, from the first approach to closing.

[One or two sentences on the firm's bank acquisition experience, to be confirmed by Glenn.]

Discuss a bank acquisition
The problem we solve

Bank owners rarely think of a credit union first.

Most community bank owners, their attorneys and bankers do not see a credit union as a natural buyer, and many have never sold to one. The approach, the pricing and the structure all need to make sense from their side.

A credit union buyer also faces questions its board may not have answered before: what a purchase costs in capital, how the bank's customers become members, and what regulators will review.

[Two sentences on how CEO Advisory closes that gap.]

How an engagement runs

Five stages from strategy to closing.

  1. 01

    Acquisition strategy

    Define the markets, bank size and capital the board is prepared to commit.

  2. 02

    Target identification

    Build a list of community banks that fit, and the owners and advisers to approach.

  3. 03

    Confidential approach

    Open discussions with bank owners on your behalf, without naming your credit union too early.

  4. 04

    Valuation and terms

    Price the bank, structure the offer and negotiate to a definitive agreement.

  5. 05

    Approval and closing

    Coordinate regulatory filings and the conversion of bank customers to members.

Related reading

For credit unions weighing a bank purchase

All insights
Confidential

Considering a bank purchase? Start with a private conversation.

Discuss a bank acquisition