Preliminary Steps for Credit Unions Acquiring Another Financial Institution

In the second part of this “C.U. on the Show” episode, Doug and Jeff delve into the acquiring or buying side of mergers and acquisitions (M&As) and what credit unions should consider first as the acquiring institution. The pair discuss the types of credit unions that may or may not be optimally positioned as an acquirer, the required process and documents, and an alternative capital funding option gaining more popularity within credit union M&A transactions. Stream the episode now.