10 Steps to Successful Credit Union Mergers

As credit unions seek to achieve better operational efficiency, many look to mergers as a possible growth strategy. While consolidation in the industry is a growing trend, achieving a successful merger can be a challenging process.

D. Hilton’s 40 years of experience in credit union mergers has taught us that no two credit unions are exactly alike. As such, these ten steps are meant to provide a foundation for executing a successful merger, but are by no means absolute. As a third party consultant, D. Hilton’s job is to assist both credit unions in navigating these steps and ensure member value at all stages.