Insight
Analysis for credit union boards and CEOs: quarterly merger data, independence and succession decisions, and bank acquisitions.
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Remain independent · Insight · March 2021Open Doors To Capital With Subordinated Debt
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Approached · Insight · February 2021Mergers Dismissed Without Consideration
When a credit union is faced with a merger, it's also faced with the ability to strategically align itself against competing for financial institutions. Mergers enable cr…
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Approached · Insight · October 2020Fiduciary Duty to Consider Merger Proposal
When it comes to credit union regulations, leaders' fiduciary duty to consider merger proposals is of the utmost importance.
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Remain independent · Insight · June 2020Important Factors in Assessing a CU Merger
Credit union mergers have become increasingly more common. From the 23,000 credit unions that existed at their peak in 1969 to the 5,200 credit unions that existed as of …
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Approached · Insight · May 2020How Receptive Is Credit Union Leadership to a Merger?
In the world of credit unions, mergers are an essential part of growing and staying relevant. In fact, a well-planned merger can actually help you gain a significant comp…
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Remain independent · Insight · April 20205 Themes - Conversations With CU Leaders
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Remain independent · Insight · April 2020Is Now the Right Time for Your Credit Union to Consider a Strategic Merger?
One of the leading reasons credit unions engage in mergers is declining membership, according to a study conducted by the National Credit Union Administration (NCUA). It …
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Member vote · Insight · October 2019Aligning Executive Compensation With Member Interests In A Merger
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Right partner · Insight · September 2019The Art and Science of Successful Credit Union Mergers
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Right partner · Insight · September 2019
The Value of a Structured Merger Process