DALLAS –With significant credit union mergers continuing to be announced in Q4 and planned to close in 2025, ALM First’s strategic solutions group said it doesn’t expect the current consolidation trend to slow.
“From the strategy and preparation stages to closing, ALM First offers independent, holistic advice to guide financial institutions throughout the merger and acquisition process,” said Emily Hollis, CFA and CEO of ALM First. “Our core philosophy revolves around maximizing value for key stakeholders, including members, employees, communities and boards, while assisting our clients in managing risk and creating scale for long-term, sustainable growth.”
The firm has played a role in nine mergers in 2024, including several recently announced transactions. ALM First’s M&A solutions include Merger Advisory Services, Merger Valuations, and Strategic Communications, the company noted.
ALM First said it has played a role in the following mergers so far this year:
- Ignite Credit Union and BlueOx Credit Union (Michigan)
- Louisiana Federal Credit Union and OnPath Credit Union (Louisiana)
- MemberOne Federal Credit Union and Virginia Credit Union (Virginia)
- Astera Credit Union and Adventure Credit Union (Michigan)
- NextMark Credit Union and Apple Federal Credit Union (Virginia)
- NE PA Community Federal Credit Union and Utilities Employees Credit Union (Pennsylvania)
- Launch Credit Union and Community Credit Union of Florida (Florida)
- Meritrust Credit Union and Premier Members Credit Union (Kansas, Colorado)
- Digital Federal Credit Union and First Tech Federal Credit Union (Massachusetts, California)
More information regarding ALM First’s comprehensive M&A Advisory Services, Merger Valuations, and Strategic Communications may be found at www.almfirst.com.