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 · March 2019Forms Integration and Credit Union Mergers | What You Need to Know
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Right partner · Insight · March 2019The Anatomy of an Ideal Credit Union Merger Partner
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Merger data · March 2019Credit Union Merger Approvals - Q4 2018
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Right partner · Insight · February 2019
Lessons Learned in Credit Union Mergers
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Merger data · December 2018Credit Union Merger Approvals - September 2018
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Right partner · Insight · December 2018Key Considerations in Merger
Credit union mergers are a huge undertaking. They can be confusing, are most certainly exhausting, and create a bit of chaos during the process. However, you can minimize…
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Merger of equals · Insight · November 2018Seven B.C. Credit Unions Explore Forming a “Regional Amalgamation”
In this atmosphere of hyper-competition in the financial services industry, credit unions throughout North America are exploring the potential of strengthening their posi…
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Merger data · October 2018Credit Union Merger Approvals -- August 2018
NCUA approved 16 mergers in August 2018 which increased from 14 last month. The number of mergers is up, and the combined assets of merged credit unions are also up nearl…
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Merger data · September 2018Credit Union Merger Approvals -- July 2018
NCUA approved 14 mergers in July 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 …
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Bank acquisitions · Insight · September 2018Bank Branch Acquisition Offers Credit Unions Another Option To Expand
As the recent acquisition of a community bank branch by Vocal Credit Union demonstrates, mergers aren’t the only avenue open to credit unions aiming to expand their reach…