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Merger Strategy & Realization


  • Member, product and profitability degradation
  • Political and cultural conflicts
  • System an process breakdown during integration
  • Inadequate resources to manage the project
  • Inability to gain stakeholder and regulatory approvals
  • Finding the right merger partner
  • Adoption of appropriate merger strategy


Unbiased evaluation in determining the appropriateness of a merger strategy, and the thoughtful alignment with the organization’s mission and culture for enhanced competitive positioning and long-term viability.


Enhanced competitive advantage and member benefit.

What is the Merger Strategy and Realization Approach?

Wikipedia defines, “mergers and acquisitions” as the aspect of corporate strategy, corporate finance and management dealing with the buying, selling, dividing and combining of different companies and similar entities that can help an enterprise grow rapidly in its sector or location of origin, or a new field or new location, without creating a subsidiary, other child entity or using a joint venture.

To engage in any level of merger preparedness or execution, the organization must ensure it develops a methodology for holistically guiding the process, and solving problems, sets foundational goals and tracks efforts and success. The sensitivity levels of a merger are significant creating a heightened sense of concern, skepticism and political pressure not seen in other initiatives. The merger approach must include all facets of project planning, key stakeholders and process execution in order to be successful. This is not a simple cookie-cutter task. Every merger project carries its own unique set of risks, cultural implications, and goal inhibitors that must be managed effectively to achieve project success.

Why The Rochdale Group?

The Rochdale Group’s breadth of expertise and experience in the credit union industry will converge for the benefit of the merging credit unions. Each credit union is unique in its strategies, corporate culture, business objectives and the membership it serves. The Rochdale Group brings together a unique blend of experience, knowledge, analytical skill, business sense, and creative energy, all focused on the specific business needs of your credit union. 

The Rochdale Group possesses the capabilities to assist the credit union in all aspects of the merger process, from strategy to due diligence to organizational integration. The Rochdale Group’s experience provides the necessary experience to proactively avoid many of the process pitfalls and the necessary clout and relationship with regulatory bodies to effectively complete the necessary legal and business requirements of a merger.

The Rochdale Group’s involvement provides a concentrated and proactive focus on the incredibly important elements of merging two financial institutions ensuring success with minimized disruption and organizational risk.

Credit Union Mergers