Strategic Mergers

We hope you’re doing well and that you’re having a great summer. This email contains a brief summary and link to our most recent value-add piece of content.

Our latest whitepaper titled “Strategic Mergers: An Underutilized but Emerging Strategy for Credit Unions” considers the industry’s best response to accelerating consolidation pressures in current conditions. We advocate for more credit unions to adopt a strategic and proactive approach to merger dealmaking to promote the credit union industry’s cherished values and fundamental qualities in a consolidating marketplace.

Strategic merger activity in the credit union industry appears to be on the rise. This dynamic does not surprise us as the benefits of strategic mergers for all constituencies of the credit union movement are evident and becoming more acute in today’s environment.

“We contend that the credit union movement stands to benefit from more focused and wide scale efforts to form strategic mergers. The discussion within this paper explore this thesis in detail."

We hope you find value in this content and look forward to continue bringing you industry insights, news, and perspective.