Articles & analysis
Analysis for credit union boards and CEOs: quarterly merger data, independence and succession decisions, and bank acquisitions.
-
Merger data · May 2025Credit Union Mergers Analysis: First Quarter 2025
An analysis of credit union mergers for the first quarter of 2025 shows quarterly fluctuation in the number of approved transactions, with a slight decrease in merger app…
-
Bank acquisitions · Insight · May 2025Credit Unions Find Viable Growth Path with Bank Acquisitions
For decades, credit unions and banks experienced no crossover in their merger and acquisition strategies. Credit unions merged with other credit unions, banks acquired ot…
-
Bank acquisitions · March 2025Bank Acquisition Boom: How Credit Unions Are Changing the M&A Landscape
CEO Advisory Group Releases New Whitepaper: "What Credit Unions Need to Know About Bank Acquisitions" First installment of three-part series provides strategic guidance o…
-
CEO retirement · Insight · February 2025NCUA Final Succession Planning Rule Explained
In December, the NCUA approved its final credit union successional planning rule, which requires federally insured credit union boards to establish succession planning pr…
-
Merger data · November 2024Credit Union Merger Approvals Q3 2024
An analysis of credit union mergers for the third quarter of 2024 shows an upward trend in both the number of approved transactions and the combined asset size of the mer…
-
Merger data · September 2024Credit Union Merger Approvals 2Q 2024
NCUA approved 46 mergers in Q2 of 2024 which increased from 26 last quarter. The combined assets of merged credit unions total $3.3B, which compares to $3.7B last quarter…
-
Right partner · Insight · April 2024Careful Planning is Essential to Successfully Executing a Merger with Another Credit Union
Difficult economic conditions, increased funding costs and competition from larger institutions will continue to drive credit unions to combine to sharpen their competiti…
-
CEO retirement · Insight · November 2023How the Demand for Tech Talent Complicates Succession Planning
Succession planning for credit unions has become more complex these days because of the rapidly evolving skills required to run a financial institution. The rise of finte…
-
Merger data · November 2023Credit Union Merger Approvals 3Q 2023
NCUA approved 39 mergers in Q2 of 2023 which increased from 36 last quarter. The combined assets of merged credit unions totals $946M, which compares to $2.7B last quarte…
-
CEO retirement · Insight · October 2023How Mergers Can Build the Talent Pipeline
Where will your future leaders come from? The question has taken on greater urgency in today’s quickly changing workforce. CEOs are retiring at an unprecedented rate, fue…