M&A Concepts for Credit Unions: How to Throw Your Hat into the Ring
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.
- 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
*CPE Credit is available
David Ritter, CVA, MBA
Managing Director, Strategic Solutions Group
David Ritter is Managing Director, Strategic Solutions Group at ALM First. David works with clients by focusing on both their quantitative and qualitative strategic growth initiatives; whether via facilitating an entire merger and acquisition process, conducting strategic planning, building customized sophisticated yet practical financial scenario analyses models for clients, or creating de novo business plans.
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