M&A Strategic Advisory

Strategic growth is the best kind.

You need a strategic partner who can help you develop, implement and execute your credit union’s short- and long-term goals. We have the industry knowledge and diverse technical expertise to do all this while maximizing value to your institution and stakeholders.

Realize the benefits of a credit union merger done right. We streamline the process, navigate the complexities and focus on the details, so you don’t have to.

Drawing on our deep industry knowledge and completing over 200 credit union transactions, our M&A pros will help seize opportunities and position you for a successful transaction.

  • Strategic planning

  • Prospecting/introductions

  • Structure/negotiation

  • Due diligence

  • Fair valuation

  • Financial projections

  • Regulatory filings

  • Membership vote

  • Integration