CU2218. Strategic Growth Through Mergers & Acquisitions

We will discuss how mergers (including bank acquisitions) fit into your credit union's overall growth to assist in readiness for a transaction when it arises.  This includes defining and prioritizing the criteria for partner fit.  We will also review the merger lifecycle, especially the early stages through merger agreement including due diligence.

Learning Objectives:

• Recognize how to be prepared for a merger when it arises, they are opportunities that can't be timed.
• Indicate how bank acquisitions fit into overall growth strategies -- what are the pros and cons
• Identify the goals and key focus areas for diligence. With economic uncertainty, due diligence takes on more importance.