Articles & analysis
Analysis for credit union boards and CEOs: quarterly merger data, independence and succession decisions, and bank acquisitions.
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Bank acquisitions · Insight · September 2018Credit Union-Bank Merger Considerations
2017 saw a total of 7 credit union-buying-bank deals announced, with one being terminated. As of March 22, 2018, there have already been four deals of the same nature ann…
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CEO retirement · Insight · September 2018Executive Compensation In A Merger
The success of credit union mergers is largely dependent upon CEOs' perceptions of the process. There are typically many unknowns when a credit union is first approached …
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Merger data · August 2018Credit Union Merger Approvals -- June 2018
NCUA approved 12 mergers in June 2018 which decreased from 19 last month. The number of mergers is down, and the combined assets of merged credit unions are also down nea…
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Merger data · July 2018Credit Union Merger Approvals - May 2018
NCUA approved 19 mergers in May 2018 which increased from 12 last month. The number of mergers is up and the combined assets of merged credit unions are also up nearly $4…
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Member vote · Insight · July 2018Overcoming The Fear Of Merger
If your credit union has never been through a merger before, the entire idea can be frightening for everyone involved, from the C-suite to the newest employees. There are…
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Merger data · May 2018Credit Union Merger Approvals - April 2018
NCUA approved 12 mergers in April 2018 which decreased from 13 last month. The number of mergers are down however the combined assets of merged credit unions are up nearl…
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CEO retirement · May 2018Change-In-Control Agreements - Align Member And Executive Interests
New White Paper Explores Change-in-Control Agreements as a Tool in Credit Union Merger Discussions KENT, Wash. (May 31, 2018)—Change-in-control agreements may be an under…
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Right partner · Insight · May 2018Pre-Merger Considerations For Credit Unions
The number of mergers and acquisitions between credit unions has been steadily growing for several years, with the majority involving credit unions under the $100 million…
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CEO retirement · Insight · May 2018Worried About Your Role As CEO Post Merger?
As a CEO, you've likely spent many years procuring your credit union into what it is today. You've logged countless hours in board meetings, met with staff at all differe…
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Merger data · April 2018Credit Union Merger Approvals - March 2018
NCUA approved 13 mergers in March 2018 which increased from 9 last month. The number of mergers are up and the combined assets of merged credit unions are up nearly $69M …