Providing an overall perspective of the banking merger and acquisition marketplace, this September 2024 white paper includes industry-wide data on bank mergers and acquisitions since 2000, with a focus on 2022-2024.
This June 2024 white paper, an update to our 2021 version, provides readers with an overall perspective of the merger marketplace as well as valuation metrics from the work that Wilary Winn has performed.
This presentation, delivered at the CUNA Finance Council Conference in May 2023, focuses on the key accounting implications that a merger can have on credit union financial statements on day one and thereafter.
Key Takeaway We are the number one provider of credit union merger fair value determinations, providing us with deep insight and knowledge of the marketplace. Nationally recognized experts, we combine…
Key Takeaway The immediate recognition of the potential credit losses from COVID by the largest banks are a good illustration of how CECL should work. Wilary Winn offers CECL estimates…
Key Takeaway This white paper demonstrates how we prospectively worked to incorporate major macroeconomic events into our clients’ ALM and credit risk analyses. How Can We Help You? Released May…
Key Takeaway This white paper demonstrates how we prospectively worked to incorporate major macroeconomic events into our clients’ ALM and credit risk analyses. How Can We Help You? Released April…
Key Takeaway This paper explores strategic considerations, tax consequences, and legal & regulatory issues related to the recent trend of credit unions buying banks. How Can We Help You? Released…
This June 2018 white paper is designed to share what we have learned since the new FAS ASC 805 purchase accounting rules took effect on January 1, 2009, and to address the most common questions we encounter.
Summary Douglas Winn spoke at the 2017 AICPA National Conference on Credit Unions on Merger Strategies. Key topics include: How Can We Help You? Released November 2017