Merger advice built only for credit unions.
CEO Advisory was the first merger and acquisitions firm dedicated to credit unions. Since 2004 we have advised acquiring credit unions and credit unions considering a merger, from the first conversation through integration.
Three kinds of credit union merger work.
Acquiring credit unions
We find and approach merger partners on your behalf, confidentially, and stay with the process through to a letter of intent.
For acquirers →Credit unions considering a merger
A fair comparison of every path, including remaining independent, and representation if a merger is right.
Considering a merger →Merger Strategy
Sessions for credit union boards and conference audiences on the state of mergers: the trends, what drives them, how the industry may look, and how to act on a merger strategy.
Merger Strategy →Nobody is named until there is interest.
Approaching a potential partner can put a credit union's reputation, and its CEO's, at risk. We take what we call the white-hat approach: we do not identify our clients until both sides want strategic discussions and confidentiality agreements are signed.
Because we also advise credit unions weighing whether to merge, their CEOs and boards take our calls, and we know what they need to hear.
Talk it through before anything is decided.
A first conversation commits your credit union to nothing. It is confidential, and it is with Glenn.