Credit Union Merger Advisory

Unrivaled credit union merger advisory for seamless transitions.

audit services

Credit union mergers and acquisitions are increasingly popular – and for good reason. As a strategy for growth, sustainability and enhancing member value, this trend isn’t going anywhere. This is especially true in the face of rising competition and complexity in today's banking landscape. 

As the leading advisory firm in the industry, Doeren Mayhew's credit union merger consultants are equipped to help your financial institution reap the rewards of a well-executed merger. Whether your strategic plans include geographic expansion, improved interest rate competitiveness, increased transaction revenue, or enhanced service and product offerings, we’ll show you the way. 

With over 200 credit union M&A transactions under our belt, ranging from the smallest to the largest peer groups across the nation, our diverse technical expertise maximizes value to your institution – and stakeholders. We focus on delivering unmatched process proficiency and maximizing collaborative value so you can focus on trailblazing the credit union landscape. 

Merger Advisory

Bank Acquisitions

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, our credit union merger advisory services can offer your credit union a complete merger solution. When the deal calls for it, we can leverage the comprehensive investment banking capabilities of our affiliate, Doeren Mayhew Capital Advisors.

Our credit union merger advisory services include:

  • Board and management education

  • Rational identification

  • Strategic advisory

  • Prospecting analysis

  • Target introductions

  • Transaction assessment and structure

    • Credit union merger accounting

    • Credit union merger valuations

    • Core deposit intangibles

    • Fair valuation of capital and goodwill

    • Loan portfolio valuation

  • Due diligence and other transaction advisory services

  • Regulatory filings, including Hart-Scott-Rodino Antitrust Filing

  • Member vote facilitation

  • Closing activities

  • Post-merger integration

Navigating the complex landscape of bank acquisitions requires careful planning, precise execution and in-depth industry knowledge. We collaborate with our clients through the entire acquisition lifecycle, from strategic planning and target identification to negotiation, transaction analysis and integration.

  • Credit union buy-side advisory

  • Prospecting/introductions

  • Structure/negotiation (letter of intent)

  • Valuation and pricing

  • Due diligence

  • Financial projections

Credit Union Merger Advisory Experts

Our services are tailored to each and every credit union. Step one is getting to know a bit about yours. Fill out the form and we'll be in touch shortly.