Each engagement is unique, but the general process involves gathering information, extensive research, careful analysis/benchmarking, and detailed reporting to clients about our findings.
We have extensive experience providing valuation and advisory services to credit unions on bank, bank branch acquisitions, and mergers with other CUs. In 2022, Mercer Capital was ranked in the Top 5 advisors to CU/bank M&A deals since 2015 by S&P Global.
We work closely with our clients to provide all the information and support services you need to assess the value of a transaction and the potential impact of the transaction on your CU’s balance sheet and future performance.
Senior Vice President
Senior Financial Analyst