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Buyer's Guide

Mergers

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Platinum Suppliers

Doeren Mayhew Dollar Associates, LLC

CBA Capital Partners Ltd.

95 Mortimer Street, Suite 26 | London

Phone: 2071933452

Service Areas: Asset/Liability Management (ALM), Consulting, Mergers

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CUSTOMatrix, Inc.

Eric Chriss
CEO
858-240-5040

http://www.customatrix.com/

Service Areas: Board Education, Executive Benefits & Compensation, Mergers

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Davis, Malm & D'Agostine, P.C.

Devon A. Kinnard, Esq.
Shareholder & Director
617-589-3858

Phone: 6175893858 | Fax: 6173053158
http://www.DavisMalm.com

Service Areas: Compliance, Legal Services, Mergers

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Doeren Mayhew

305 West Big Beaver Road | Troy, MI 48084

Robin D. Hoag, CPA, CGMA, CMC
Shareholder, Financial Institutions Group
(248) 244-3242

Phone: 2482443242 | Fax: 2482736842
http://doeren.com

Service Areas: Audit/CPA, Enterprise Risk Management (ERM), Mergers

For more than 40 years, our Financial Institutions Group has dedicated itself to the industry serving hundreds of credit unions across the nation with effective external and internal auditing, IT assurance, Enterprise Risk Management (ERM), lending portfolio reviews, mergers and collaborations, and other advisory services. Drawing on our experience, we apply our expertise to assist in assessing opportunities, managing risk and delivering value to credit union stakeholders.  

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Dollar Associates, LLC

5511 Highway 280 Suite 224 | Birmingham, AL 35242

Dennis Dollar
Partner
205-991-1525

Phone: 2059911525
http://www.dollarassociates.com

Service Areas: Consulting, Mergers, Strategic Planning

Dollar Associates is a credit union consulting firm specializing in FOM issues, community charters, merger support, underserved area expansions, regulatory compliance, strategic planning, executive recruiting, board and management training, staff education and governmental relations. Working with both credit unions and the organizations that serve them, Dollar Associates offers regulatory, public policy, strategic and management expertise from recognized industry leaders with personal attention and competitive rates.

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Feldman Financial Advisors, Inc.

1001 Connecticut Avenue, NW Suite 840 | Washington, DC 20036-5531

Peter Williams
Principal
202-467-6862

Phone: 2024676862
http://www.feldmanfinancial.com

Service Areas: Consulting, Mergers, Strategic Planning

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Howard & Howard Attorneys PLLC

450 W. 4th St. | Royal Oak, MI 48067

Steve Van Beek
Attorney
248-723-0521

Phone: 248-723-0521
http://www.howardandhoward.com/

Service Areas: Employee Training, Compliance, Consulting, Legal Services, Mergers

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Nice Enterprises Inc.

11394 County Road 11 | Kremmling, CO 80459

Ron C. Nice
President & CEO
303-980-8100

http://www.trynice.com/

Service Areas: Board Education, Consulting, Mergers, Strategic Planning

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P360

Carl Meiswinkel
President
949-347-7700

Phone: 9493477700 | Fax: 9493477701
http://www.p360inc.com

Service Areas: Lending, Mortgages, Consulting, Enterprise Risk Management (ERM), Mergers

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Pence and MacMillan LLC

Phone: 3076380386
http://www.penceandmac.com

Service Areas: Legal Services, Mergers, Strategic Planning

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RPC CPAs + Consultants

Kevin J. Koval, CPA, CFP, ABV
Senior Manager
505-883-2727

http://www.rpcllp.com

Service Areas: Audit/CPA, Consulting, Mergers

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Samaha & Associates, Inc.

6538 Collins Ave., Unit 235 | Miami Beach, FL 33141

Sabeh F. Samaha
CEO

Fax: 9094945538
http://www.ssamaha.com

Service Areas: Technology Consulting, Contract/Vendor Management, Mergers

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The Strawhecker Group

11605 Miracle Hills Dr | Omaha, NE 68154

Phone: 402-964-2617
http://www.thestrawgroup.com

Service Areas: Market Research, Consulting, Mergers

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Wilary Winn LLC

55 East 5th Street | Saint Paul, MN 55101

Phone: 651-224-1200
http://www.wilwinn.com

Service Areas: Asset/Liability Management (ALM), Consulting, Mergers

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