Recent Mergers & Acquisitions: 5-Year Overview

Understand industry consolidation trends with this dataset.

This downloadable report provides a detailed view of credit union mergers, purchases and assumptions, and bank acquisitions over the past five years. Use it to analyze patterns, compare institutions, and explore historical data.

How To Use This Report

Filter and compare activity

• Sort by Quarter of Merger to spot trends by period.
• Filter by State to focus on regional consolidation.
• Compare Merged CU Assets against Surviving CU Assets to understand size dynamics and operational impact.
• Reference the Merger List Glossary (below) to clarify terms.

Pair it with Peer Suite

• Pull in historical records with inactive institutions to view trends for merged-away credit unions.
• Set a merged-away credit union as your primary point of analysis.
• Combine its historical data with the surviving institution for a complete pre- and post-merger picture.

Merger List Glossary

• 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

Learn More About Running Merger Analyses

Want to build your own scenarios or run merger evaluations directly in Peer Suite? These guides walk through the process:

• How To Create a Merger
• Understanding The Merger Analysis Packet