M&A Concepts for Credit Unions: How to Throw Your Hat into the Ring

Webinar Date: February 27, 2020

In today’s consolidating environment, many credit unions see mergers as a growing part of their strategic growth plan. How does a credit union efficiently develop a plan to explore these opportunities without distressing their reputation in the marketplace? In this webinar, we will discuss the necessary internal preparation and how to develop a proactive approach to finding potential acquisition targets.

Learning Objectives:

  • Outline common strategic considerations of a merger plan
  • Develop a target profile
  • Understand the key internal and external negotiation points before reaching out to a prospective target
  • How to actively pursue merger targets

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