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Credit union mergers remain prevalent as a viable solution for growth, sustainability and member value enhancement as institutions look to juggle the ever-growing competition and complexities in today’s banking environment. As the leading credit union merger advisory firm, Doeren Mayhew’s credit union merger consultants stand ready to help your institution reap the benefits of a merger done right — supporting geographically expansion, increased rate competitiveness, added transaction revenue, enhanced service and product offerings, or any other transactional goals your credit union might have.

With more than 100 credit union M&A transactions under our belt ranging in size from the smallest to the largest peer groups across the nation, our credit union merger consultants’ diverse technical expertise helps keep rhetoric down to deliver unparalleled process proficiency and maximized collaborative value.

A Successful Credit Union Merger Process

Backed by rationale, our eight-phase credit union merger process, SCALE™, rigorously focuses on identifying, quantifying and mitigating the credit, collateral, interest rate, transaction, reputation and operational risks of a collaborative transaction. From concept to completion, Doeren Mayhew’s credit union merger consultants will provide your credit union with clarity and focus in all phases of the credit union merger process:

  1. Merger Education and Rationale
  2. Strategic Planning
  3. Prospecting Analysis
  4. Initiation
  5. Structure and Negotiation
  6. Transaction Analysis
  7. Regulatory Approval and Closing
  8. Implementation and Integration

Comprehensive Credit Union Merger Advisory Services

Going far beyond just credit union merger accounting, 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

Want to start exploring your credit union’s next collaborative move? Contact Doeren Mayhew’s credit union merger consultants today!

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