Insight
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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Right partner · Insight · February 2019
Lessons Learned in Credit Union Mergers
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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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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…
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Bank acquisitions · Insight · September 2018Credit Union-Bank Merger Considerations
2017 saw a total of 7 credit union-buying-bank deals announced, with one being terminated. As of March 22, 2018, there have already been four deals of the same nature ann…
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CEO retirement · Insight · September 2018Executive Compensation In A Merger
The success of credit union mergers is largely dependent upon CEOs' perceptions of the process. There are typically many unknowns when a credit union is first approached …
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Member vote · Insight · July 2018Overcoming The Fear Of Merger
If your credit union has never been through a merger before, the entire idea can be frightening for everyone involved, from the C-suite to the newest employees. There are…
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Right partner · Insight · May 2018Pre-Merger Considerations For Credit Unions
The number of mergers and acquisitions between credit unions has been steadily growing for several years, with the majority involving credit unions under the $100 million…