Research for boards, in depth.
Each paper has an executive brief you can read here in full. The complete paper, with every chart and data table, comes by email.
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Part 2 of 3 · November 2025What Credit Unions Need to Know About Bank Acquisitions: Proceeding with the Deal
For credit union CEOs, CFOs and boards with a bank in view: how to set the price, run due diligence and get the deal through regulators.
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White paper · August 2025Strategic Succession: The Case for Merger-Driven CEO Transitions
For credit union boards with a CEO retirement ahead: how to weigh a strategic merger alongside an internal or external hire.
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Part 1 of 3 · June 2025What Credit Unions Need to Know About Bank Acquisitions: How to Get Started
For credit union CEOs, CFOs and boards weighing a first bank purchase: why credit unions buy banks, which banks fit, and how to find one.
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White paper · May 2019When Prospective Partners Come Knocking: Board and Management Responsibilities
For credit union boards and CEOs: how to prepare for a merger proposal and evaluate it on members’ interests, before one arrives.
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White paper · April 2018Putting Members’ Interests First: Change-in-Control Agreements
For credit union boards and CEOs: how change-in-control agreements let executives weigh a merger offer on its merits, and how to structure them.