Displaying 1 - 10 of 16 results.
September 29, 2026 | Mergers & Acquisitions
ALM First Acquires Financial Management Services, Inc. (FMSI), Expanding Its Community Bank Presence
Dallas, TX – ALM First, a strategic partner to hundreds of depositories nationwide, today announced it has acquired Financial Management Services, Inc. (FMSI), a financial consulting and advisory firm based in…
View Release →September 14, 2026
How AI is Reshaping Strategic Transactions for Credit Unions
Building Speed, Trust and Governance in M&A Execution Credit union merger & acquisition (M&A) transactions are becoming more complex just as AI solutions are becoming more practical to implement. Recent…
View Article →July 28, 2026
The Agile Advantage in M&A Integration
Most mergers do not struggle because of poor strategy. M&A integration introduces complexity that no amount of planning can fully predict. Technology dependencies emerge unexpectedly. Data migration challenges surface at…
View Article →July 13, 2026 | Mergers & Acquisitions
ALM First, M&A Leadership Council Introduce NEW M&A Solution for Credit Unions
Dallas, Texas – As the pace of credit union and bank M&A activity continues to increase, ALM First and M&A Leadership Council (MALC) have joined forces to deliver a new solution…
View Release →June 17, 2026
Agentic AI Fundamentals in M&A | Part 2
In this second blog of the four-part series, we’ll focus on the initiation phase of the deal cycle and the subsequent step of matchmaking. While several tools are included as…
View Article →April 30, 2026 | Mergers & Acquisitions
Ascend Federal Credit Union and LGE Community Credit Union Announce Intent to Merge
Tullahoma, Tennessee — Ascend Federal Credit Union and LGE Community Credit Union have announced plans to merge, pending regulatory approval and a vote by LGE members. The planned partnership brings…
View Release →April 29, 2026
Agentic AI Fundamentals in M&A | Promise v. Reality
There are moments when new technology arrives not only with a thunderclap, but also with a longer-term promise. In the case of agentic AI, that promise seems to be that…
View Article →December 30, 2025
After the Deal: Tools for Merger Integration Success
In Part 2 of our series, we moved beyond strategy and into structure—exploring six useful practices for anyone charged with post-merger integration. From crafting detailed timelines to organizing a launch…
View Article →October 23, 2025
Financial Flexibility and Reduced Complexity with a Multi-Core Strategy
Employing a sidecar strategy during a credit union-to-bank or bank-to-bank merger can accelerate value achievement for you and your new account holders. It’s easy to get caught up in the…
View Article →October 9, 2025
After the Deal: Planning and Designing the Merger Integration Journey
In Part 1 of our series, we explored the strategic groundwork necessary to set your merger integration on the right trajectory—from crafting a clear strategy to assembling the right leadership…
View Article →