The record

Transactions

Selected credit union mergers and credit union acquisitions of banks on which CEO Advisory Group has advised. For acquirer representation, our clients typically elect to be anonymous.

Year State

Announced transaction Gulf Winds Credit Union to acquire Peoples Exchange Bank Lead financial adviser to Gulf Winds Credit Union September 2026
Announced transaction Gulf Winds Credit Union to acquire Madison County Community Bank Lead financial adviser to Gulf Winds Credit Union August 2026
Completed transaction Frontier Credit Union has acquired First Citizens Bank of Butte Financial adviser to Frontier Credit Union September 2025
Announced transaction Hudson Valley Credit Union to acquire Catskill Hudson Bank Financial adviser to Hudson Valley Credit Union January 2024
Announced transaction Dort Financial Credit Union to acquire Flagler Bank Lead financial adviser to Dort Financial Credit Union January 2023

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