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Wilary Winn LLC
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Mergers & Acquisitions

Credit Union Merger Results Through 2020 [White Paper]

Released May 2021 introduction This white paper provides readers with an overall perspective of the merger marketplace. The data includes industry-wide information on the number of mergers in the most […]

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Loss Reserve Increases for the Four Largest U.S. Bank Holding Companies Related to the COVID-19 Pandemic

Released August 2020 Introduction The four largest bank holding companies in the United States: JP Morgan Chase & Co., Bank of America Corporation, Citigroup Inc. and Wells Fargo & Company […]

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COVID-19 Medical Advances and Economic Recovery Timeline

Released May 2020 Introduction This white paper, along with its predecessor, released last month, attempts to build an economic recovery timeline based upon medical initiatives currently underway to combat the […]

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Economic Recovery from the COVID-19 Pandemic with a Timeline Developed Based on Forecasted Advancements in Medical Treatments

Released April 2020 INTRODUCTION This white paper will attempt to build an economic recovery timeline based upon medical initiatives currently underway to combat the COVID-19 pandemic. This timeline can then […]

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Credit Unions Purchasing Community Banks

The recent trend of credit unions buying banks has become one of the hot topics in the industry. While the number of actual transactions is quite small relative to the […]

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Credit Union Merger Results Through 2018

Updated February 2019 We are frequently asked about the levels of credit union merger activity.  This is an update to our “Credit Union Mergers” posting from March of last year.  […]

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Accounting for Bank Acquisitions [White Paper]

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.

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Credit Union Mergers [Resource]

Updated March 15, 2018 We are frequently asked about the levels of credit union merger activity. Credit Union Merger Stats This is the first of an ongoing series of posts […]

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Accounting for Goodwill Impairment for Credit Unions [White Paper]

This 2017 paper describes how goodwill can arise through a merger transaction, how to amortize or test the goodwill for impairment, FASB’s simplification of the goodwill impairment assessment model, and how goodwill will be treated for risk-based capital purposes beginning in 2019. Please note that FASB continues to review the accounting for goodwill. Please see our blog post from February 2022.

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Merger Strategies [AICPA PowerPoint]

Douglas Winn spoke at the 2017 AICPA National Conference on Credit Unions on Merger Strategies. Key topics include: The top reasons for mergers, including geographic expansion, broadening and/or diversifying the field […]

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