Unrivaled credit union merger advisory for seamless transitions.
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