Right partner
Analysis for credit union boards and CEOs: quarterly merger data, independence and succession decisions, and bank acquisitions.
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Bank acquisitions · November 2025New Whitepaper Release - Credit Union Bank Acquisitions - Part 2
We’re excited to announce the release of Part 2 in our whitepaper series, What Credit Unions Need to Know About Bank Acquisitions. This latest installment, titled “Procee…
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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…
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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 · 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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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
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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…