Mergers and Acquisitions: Insight into the Future of Credit Unions
With credit union mergers continuing at a rate of nearly one per business day, CUNA predicts that within five years there will only be 3,600 remaining. This estimate reinforces the proactive measures all organizations need to take while they have negotiating strength in order to stay relevant and sustainable, rather than face reactive, less favorable outcomes.
Wondering if the time is right for you to consider a transaction? Join us in Jacksonville, Tampa or Hollywood as we bring together professionals with proven track records of credit union merger success in the strategic advisory, valuation, accounting, human capital and legal fields to provide the expertise to effectively navigate the current merger environment resulting in member, employee, community, and ultimately, credit union wins across the board.
Complimentary breakfast will be served.
Gain Insight On . . .
Credit union merger rationale, trends and current environment overview
Long-term industry impact and future outlook
How to determine if a merger is the right strategy to accomplish your organization’s goals
The merger process:
Creating a search mandate
Reaching out to collaborative partners
Structure and negotiation
Closing and regulatory requirements
How to approach and overcome the key internal “hurdles” before entertaining discussions with a potential merger partner
Accounting impact of a merger on financial statements, valuations and capital requirements
Critical valuation drivers
Terms boards should seek in negotiations
Ways to match organizational growth with human capital post-merger needs
Post-integration best practices
Discussion will take place from 11:00 a.m. to 12:30 p.m. with lunch to follow.
June 26 – Hyatt Regency Jacksonville Riverfront
June 27 – Tampa Marriott Waterside Hotel & Marina
June 28 – The Diplomat Beach Resort Hollywood
The event moderated by Matt Gurwin, Shareholder at Doeren Mayhew, will include key credit union experts including: