Identifying credit union M&A deal killers early can save your organization significant time and resources. While most mergers and acquisitions are beneficial or even inevitable, learning from actual deals that have gone south can prevent serious consequences. In this session, ALM First’s M&A experts will share practical resources to help leaders identify deal killers earlier in the process and avoid wasting significant time and resources pursuing transactions that are a bad fit.

Key Objectives:

• Review real examples of recent transactions that have failed and why
• Understand how to identify potential deal killers and cultural mismatches
• Discover how to avoid spending significant time and resources on the ill-fitting transactions

Webinar Details:

Date: May 20, 2026
Time: 12-1pm

Speakers:
David Ritter
Managing Director, M&A Advisory
ALM First

Zien Lin
Director, M&A Advisory
ALM First

Level: Basic
Advanced Preparation: None
Prerequisites: None
Field of Study: Finance
CPE Credit(s): 1
Delivery Method: Group Internet Based
COST: FREE
Topic: M&A

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