Merger List

Click on this link to download a List of Credit Union Mergers - Last 5 Years as of 3Q2023. This report allows you to easily understand the recent mergers within the credit union industry. The list includes credit union mergers, purchases and assumptions, and bank acquisitions.

Here are some detailed explanations of the columns in the spreadsheet:

Merged Credit Union Name – the name of the credit union that no longer exists
Merged CU State – the state that the credit union that no longer exists was headquartered in
Charter Cancellation Date – the date on which the NCUA canceled the charter of the credit union that no longer exists
Merged Charter Number – the charter number of the credit union that no longer exists
Merged CU Final Assets – the total assets of the credit union that no longer exists as of their final call report filing
Surviving Credit Union – the name of the credit union that continues to operate
Surviving CU State – the state that the credit union that continues to operate is headquartered in
Surviving Charter Number – the charter of the credit union that continues to operate
Surviving CU Assets before Merger – the assets of the credit union that continues to operate in the quarter immediately preceding the merger
Quarter of Merger – the quarter during which the merger took place, meaning that the merged away credit union filed its final call report one quarter prior to this
Merger Ratio – the asset value of the acquired credit union divided by the asset value of the acquiring credit union

With Peer Suite's feature to access data for inactive institutions, you have the ability to make merged away credit unions your primary point of analysis or merge them together with the credit union that they merged into to combine their historical data together.

Check out the below resources to learn more on how to create and analyze your own hypothetical mergers: