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.


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

*CPE Credit is available

Register Now
David Ritter, CVA, MBA

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.

This Webinar Starts In








  • Webinar organizers are prohibited from soliciting confidential personal information (credit card information, social security numbers, etc.) in the registration form. This questionnaire is not intended to handle sensitive or special categories of data.
  • By clicking this button, you submit your information to the webinar organizer, who will use it to communicate with you regarding this event and their other services.