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M&A in the CUSO World

A Proactive, Strategic Approach to Growth

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With COVID 19 impact, industry consolidation and disruptive technology, many Credit Unions & CUSOs are exploring external growth - partnering with another organization through strategic mergers and acquisitions (M&A), joint ventures, minority investments, and other partnerships.

Strategic M&A complements organic efforts and can be a great proactive approach to taking a Credit Union or CUSO to the next level.

Topics examined in this video include:

  • Understanding strategic mergers and acquisitions for Credit Unions & CUSOs
  • Explore forms of external growth
  • Define a process to increase your likelihood of success!
  • Develop your evaluation criteria
  • How do you approach targets?
  • Objective tools for exploration and execution

This may be the most important video you watch all year. Submit the form to watch now!