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

How to Build a Merger Scenario

Combine two or more credit unions by using Peer Suite's "Merger Builder" allowing you to view in-depth details on key metrics.

This will combine the call reports for the included institutions and create a merged institution.

• Step One Click ‘Create’ from the top navigation and then select ‘Mergers’ as highlighted below.

• Step Two: Search for or up a list of charter numbers for the institutions you'd like to see merged as one (must be two or more). Then name your merger and select 'Save'.

Now you’ve built your merger! It will be be automatically added to your comparison set and you can begin your analysis!

Set Up for Success: Using Your Merger

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

Step One: Set the new merged institution as your Primary. You can do this by dragging and dropping your new merger in to the first position of your comparison set.

Step Two: Add the individual Merged Institutions to your Comparison Set

To get the full picture of a merger’s impact, add the two institutions which were merged so they can be compare to the combined entity.

See Below:

What Now? Dig Into 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 the Callahan Team.

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