Articles & analysis
Analysis for credit union boards and CEOs: quarterly merger data, independence and succession decisions, and bank acquisitions.
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Right partner · Insight · April 2018Using Technology To Streamline Merger Integration
It's no secret that there are a lot of moving parts when merger integration enters the picture for credit unions. Leaders are combining two different sets of data, cultur…
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Merger data · March 2018Credit Union Merger Approvals - February 2018
NCUA approved 9 mergers in February 2018 which decreased from 20 last month. The number of mergers are down and the combined assets of merged credit unions are down nearl…
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Right partner · Insight · March 2018
Using Technology To Enable Collaboration During A Merger
Technology plays a key role in streamlining the merger integration process. Utilizing a digital M&A system allows credit unions to collaborate in the cloud. This vide…
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Remain independent · Insight · March 2018Why Credit Unions Should Be Terrified!
New Research Results and Why Credit Union PERSONAs should be Terrified!
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CEO retirement · Insight · March 2018
The Merged CEO's Future After The Merger
CEOs have several great pathways in a credit union merger. Learn about the options and process for securing a great future through a merger, whether it be continued emplo…
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Merger data · February 2018Credit Union Merger Approvals - January 2018
NCUA approved 20 mergers in January 2018 which increased from 8 last month. The combined assets of merged credit unions are up nearly $342M compared to last month. Howeve…
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Right partner · Insight · February 2018FTC Announces New Premerger Notification Thresholds For 2018
In addition to explaining the filing requirements for credit union mergers, the Hart-Scott-Rodino Antitrust Improvements Act (HSRA) requires an annual update to the FTC p…
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Scale · Insight · November 2017Top Financial Industry Performers Win with Intelligence
The onslaught of fintech on traditional financial institutions (FIs) continues at a dizzying rate. In Q1 of 2017 alone, $2.7B was invested in 226 deals. Those fintech fir…
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Merger data · November 2017Credit Union Merger Approvals - September 2017
NCUA approved 18 mergers in September 2017 which decreased from 21 last month. The number of mergers are down and the combined assets of merged credit unions are down nea…
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Right partner · Insight · October 2017Managing the Complex Merger Integration Process
When it comes to sales and acquisitions in the business world, there are few times when it is beneficial to go it alone. Without the assistance of a trained professional,…