How To Create a Merger

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 at the Premium & Plus levels of Peer Suite. If you're interested in learning more about this tool for your credit union 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 institution. This tool blends the call reports for the selected institutions so you can explore how key metrics would look after a merger.

Step One

Click Create from the top navigation and 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 merger and select Save.

Your new merged institution is now created. It will appear in your comparison set and is ready for analysis.

Set Up Your Merger for Analysis

Now that you have created you merger, you need to ensure Peer Suite is properly set up to perform analysis.

Step One: Set the mergered institution as your Primary

In your comparison set, drag and drop your new merged institution into the first position. This sets it as your Primary for analysis.

Step Two: Add the individual institutions

Add the original credit unions you merged to your comparison set. Having all three entities together helps you understand the impact of the merger and compare the combined institution with its components.

See Below:

Peer Pointer!

If you want a refresher on how comparison sets work, see this guide.

Start Exploring the Data

You’re set up to analyze your merger! You can build your own displays or you can head to the left-hand navigation in Peer Suite and select Merger Analysis to make use of the built-in tools prepared by Callahan analysts.

Read th is article to learn more about using the built-in Merger Analysis Packet.