Articles & analysis
Analysis for credit union boards and CEOs: quarterly merger data, independence and succession decisions, and bank acquisitions.
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Member vote · Insight · June 20175 Ways to Support Your Employees During a Merger
Organizational change can be quite exciting for credit union leaders. In the face of a merger, decision makers have put a lot of time, effort, and research into the proce…
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Member vote · Insight · May 2017Management - 5 Ways to Support Your Credit Union During a Merger
Organizational change: is it incredibly exciting or simply terrifying?
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Merger data · May 2017Credit Union Merger Approvals - April 2017
NCUA approved 11 mergers in April 2017 which increased from 8 last month. The number of mergers are up and the combined assets of merged credit unions are up nearly $ 129…
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Merger data · April 2017Credit Union Merger Approvals - March 2017
NCUA approved 8 mergers in March 2017 which decreased from 14 last month. The number of mergers are down and the combined assets of merged credit unions are up nearly $ 2…
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Merger data · March 2017Credit Union Merger Approvals - February 2017
NCUA approved 14 mergers in February 2017 which decreased from 21 last month. The number of mergers are down and the combined assets of merged credit unions are down near…
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Remain independent · Insight · March 2017Can The Network Credit Union Model Help You Compete?
The National Credit Union Association has suggested in more than one article that small credit unions should at least consider the idea of a network merger in the context…
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Member vote · Insight · March 2017Mergers Offer Opportunities for Credit Union Members, Employees
Banks are in business for profit, and their clientele are exactly that: customers fueling profits. The advantage of credit union banking has always been its customer serv…
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Right partner · Insight · March 2017Credit Union Mergers & Real Estate Due Diligence
Real estate holdings and leases are a big component in credit union mergers and can be one of the key advantages. For example, most institutions consider three to five ye…
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Merger data · February 2017Credit Union Merger Approvals - January 2017
NCUA approved 21 mergers in January 2017 which increased from 18 last month. There is one credit union, Pentagon, that merged 3 smaller credit unions this month. Pentagon…
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Member vote · Insight · February 2017The 3rd Best Day of My Life
We lifted our glasses of champagne in celebration; After months of evaluating merger proposals from several credit unions, selecting a finalist, and completing the final …