CEO Advisory is a consultancy providing merger advisory (M&A) services and strategic growth planning to the credit union industry.
Lake Tapps, WA
Joined May 2009
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📢 New whitepaper out now!
What Credit Unions Need to Know About Bank Acquisitions – Part 2: Proceeding with the Deal
Expert insights from CU leaders, attorneys & consultants.
Download here: resources.ceoadvisory.com/ba…
#CreditUnions #BankAcquisition #CUmergers #CEOAdvisoryGroup #banks
Scale, Succession & Strategy: What’s Driving CU Bank Buys This Year—And Where Pressure Could Slow The Next Wave / THE feature / CUToday.info - CU Today cutoday.info/THE-feature/Sca… #creditunions #mergers #banks
🔥 Unpopular opinion:
#Creditunion consolidation is GOOD for members
-15% fewer CUs = +47% more assets serving members
Would you rather have quantity or quality? 🤔
ceoadvisory.com/qy2f
#CreditUnions #Debate
CU Merger Reality Check:
2017-2021: 76% merged for “expanded services"
Q1 2025: 75% merged for “expanded services”
The trend is clear → Strategic growth over financial distress
Result: Fewer CUs, but stronger industry (+47% assets, +18% members)
ceoadvisory.com/qy2f
4 key considerations if your #creditunion is considering acquiring a #bank. Learn more in our free white paper. resources.ceoadvisory.com/ba…
#BankingLeadership #MandA #FinancialServices #CommunityBanking #CreditUnions
We've analyzed the trends driving #creditunion acquisitions of banks, and the results might surprise you. #FinancialIndustryTrends #CreditUnionStrategy #DataInsights resources.ceoadvisory.com/ba…
#CreditUnions now account for 17% of all #BankAcquisitions, with 21 deals totaling $10.9B in 2024 alone. Download our white paper: resources.ceoadvisory.com/ba…
#CreditUnion acquisitions of #banks: What was once novel has developed a clear regulatory framework and successful precedents.
Our new series on CU bank acquisitions shares expert insights from across the industry.
resources.ceoadvisory.com/ba…
#CreditUnions
ALT https://resources.ceoadvisory.com/bank-acquisition-whitepaper.html
Q4 Credit Union Merger Analysis Cites Interesting, Concerning Trends / THE feature / CUToday.info - CU Today cutoday.info/THE-feature/Q4-… @creditunions
Last year the @NCUA released final rules for a new succession planning rule for all federal #creditunions. With these new rules, NCUA looks to avoid some unplanned and unforced mergers. But strategic mergers can be an effective succession planning tool. ceoadvisory.com/bqjy
Careful Planning is Essential to Successfully Executing a Merger with Another Credit Union ceoadvisory.com/careful-plan… #creditunions
A Look at What Made 2023 Unique / THE feature / CUToday.info - CU Today cutoday.info/site/THE-featur… #ezpublish
CEO Advisory Group Releases White Paper on Succession Planning / Fresh Today / CUToday.info - CU Today cutoday.info/Fresh-Today/CEO… #ezpublish #creditunions #cumerger @CEOAdvisory
I'm excited to attend and present on #cumergers at the CU Leadership Convention. Looking forward to catching up with #creditunion friends! #culc23 invt.io/1txbvaac0wz
Only a month away.... I'm excited to speak at the CU Leadership Convention. I hope to see you there!
#culeaders
invt.io/1txbrx1f0ce
The Pipeline: More i-banks land roles advising credit unions on bank acquisitions | S&P Global Market Intelligence spglobal.com/marketintellige…
Two Different Views on The Issue / THE feature / CUToday.info - CU Today cutoday.info/THE-feature/Two… #ezpublish
43 US credit unions considered undercapitalized or below in Q1'22 spglobal.com/marketintellige… #S&P Global