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Articles & analysis

Right partner

Analysis for credit union boards and CEOs: quarterly merger data, independence and succession decisions, and bank acquisitions.

  • Bank acquisitions · Insight · September 2018

    Credit 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…

  • Right partner · Insight · May 2018

    Pre-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…

  • Right partner · Insight · April 2018

    Using Technology To Streamline Merger Integration

    It's no secret that there are a lot of moving parts when merger integration enters the picture for credit unions. Leaders are combining two different sets of data, cultur…

  • Right partner · Insight · March 2018

    Using Technology To Enable Collaboration During A Merger

    Technology plays a key role in streamlining the merger integration process. Utilizing a digital M&A system allows credit unions to collaborate in the cloud. This vide…

  • Right partner · Insight · February 2018

    FTC Announces New Premerger Notification Thresholds For 2018

    In addition to explaining the filing requirements for credit union mergers, the Hart-Scott-Rodino Antitrust Improvements Act (HSRA) requires an annual update to the FTC p…

  • Right partner · Insight · October 2017

    Managing the Complex Merger Integration Process

    When it comes to sales and acquisitions in the business world, there are few times when it is beneficial to go it alone. Without the assistance of a trained professional,…

  • Right partner · Insight · October 2017

    No Time to Manage a Merger?

    In any business, the day-to-day happenings are usually more than enough to fill a staff member's full-time work schedule. Everybody's operating on overdrive already, and …

  • Right partner · Insight · March 2017

    Credit Union Mergers & Real Estate Due Diligence

    Real estate holdings and leases are a big component in credit union mergers and can be one of the key advantages. For example, most institutions consider three to five ye…

  • Right partner · Insight · October 2016

    5 Steps To Merger Success

    As a credit union leader, you should always have your eye on the competition. In today's aggressive market, it's not always just about making your credit union better tha…

  • Right partner · Insight · October 2016

    Considerations for Adding a Merger to Your Credit Union’s Growth Strategy

    In the credit union industry, size matters. Mergers offer credit unions a strategic opportunity to gain a competitive advantage through growth.