How To Build A Merger
Explore potential partnerships with confidence by creating a merger scenario in Peer Suite. This guide helps you model a combined credit union and then analyze how key metrics and peer positioning could shift, giving you a strong starting point for internal planning and early decision-making.
Peer Pointer!
After you build the scenario, head to our Merger Analysis Packet resource to organize your findings for leadership conversations.
This Guide Walks You Through:
- How To Build A Merger Scenario
- Setting Up For Success: Using Your Merger
- What's Next: Dig Into The Data
Merger Analysis is exclusively available with a direct Premium or Plus subscription to Peer Suite. If you're interested in learning more about this tool please let us know.
How to Build a Merger Scenario
Use Peer Suite’s Merger Builder to combine two credit unions and create a hypothetical merged credit union. The Merger Builder blends NCUA call report data from both credit unions so you can see how key financial and operational metrics may look after a merger.
Step One
From the top navigation, select Create, then choose Create Merger to open the Merger Builder.
Step Two
Search for the two credit unions you want to include in your merger.
Enter a name for your merged credit union and select Save.
Your merged credit union is now created. It will appear in your comparison set and is ready for analysis.
Set Up Your Merger for Analysis
To ensure accurate and meaningful insights, you will need to adjust your comparison set.
Step One: Set the mergered institution as your Primary
In your comparison set, drag and drop the merged credit union into the first position. This sets it as your Primary, which Peer Suite uses as the anchor for analysis.
Step Two: Add the individual institutions
Add the two individual credit unions to your comparison set. Viewing the merged credit union alongside its components helps you understand where performance improves, where it changes, and where risks may emerge.
See Below:
Peer Pointer!
This side-by-side view is especially helpful when explaining merger impacts to senior management or a board, since it clearly shows what each credit union contributes to the combined organization. If you need a refresher on comparison sets, see this guide.
Start Exploring the Data
You are now ready to analyze your merger scenario. You can build custom dashboards or navigate to the left-hand menu and select Merger Analysis to access pre-built tools developed by Callahan analysts.
These tools help you quickly evaluate post-merger trends in areas such as capital, earnings, efficiency, growth, and peer positioning.
