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 2023Why Credit Unions Are Acquiring Banks at a Record Pace
When credit unions look for merger partners, they increasingly are considering banks. S&P Global reports that credit unions entered into a record number of bank acqui…
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CEO retirement · Insight · July 2023Two Key Issues for Boards: Succession Planning and Merger Considerations
by Teresa Freeborn, Guest Writer
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CEO retirement · July 2023Succession Planning with an Eye Towards Mergers as an Option
CEO Advisory Group Explores Succession Planning And Mergers in Latest White Paper
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Scale · Insight · July 2023Digital Is Becoming More Important in Merger Considerations
Digital has been an absolute game-changer in the financial services market. Credit unions in the aggregate are doing a fine job keeping pace with the competition, offerin…
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Approached · Insight · May 2023Too Many Credit Unions Lack a Merger Policy
There are two potential approaches that credit unions can take to address merger opportunities: proactive or reactive. A proactive approach entails having a structured po…
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Right partner · Insight · April 2023Financial Accounting Standards Board Moving Forward with Changes to Merger Accounting Standards
If you’re pondering the best timing for a potential merger acquisition, then one of the issues you should consider is the Federal Accounting Standards Board’s ongoing con…
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Remain independent · Insight · December 2022Does Your Board Governance Provide a Framework for Addressing Mergers?
Most important decisions in life require a framework from which you can understand the full picture and gain insights regarding the pros and cons of the pathways that lay…
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CEO retirement · Insight · October 2022CEO Perspective - Obstacles to Mergers
We've talked about the people or groups of people who are sometimes averse to considering a merger when a potential partner presents itself, but we haven't really address…
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Merger data · September 2022Credit Union Merger Approvals 2Q 2022
Credit Union Merger Approvals 2Q 2022
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Merger data · May 2022Credit Union Merger Approvals 1Q 2022
NCUA approved 41 mergers in Q1 of 2022 which increased from 40 last quarter. The combined assets of merged credit unions is $5.5B, which compares to $1.5B last quarter an…