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Buyer's Guide
Mergers
Not Listed? Update Your Company Information.
95 Mortimer Street, Suite 26 | London, VA
Phone: 2071933452
Service Areas: Asset/Liability Management (ALM), Consulting, Mergers
4740 Mission Gorge Place No. 400640 | San Diego, CA 92120
Eric Chriss CEO 858-240-5040
http://www.customatrix.com/
Service Areas: Board Education, Executive Benefits & Compensation, Mergers
One Boston Place 37th Floor | Boston, MA 2108
Devon A. Kinnard, Esq. Shareholder & Director 617-589-3858
Phone: 6175893858 | Fax: 6173053158 http://www.DavisMalm.com
Service Areas: Compliance, Legal Services, Mergers
305 W. Big Beaver Rd. Ste. 200 | 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, Compliance, 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 and cybersecurity, 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.
194 Narrows Drive, Suite 104 | 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.
1001 Connecticut Avenue, NW Suite 840 | Washington, DC 20036-5531
Peter Williams Principal 202-467-6862
Phone: 2024676862 http://www.feldmanfinancial.com
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
801 West Cherry St.Suite 100 | Sunbury, OH 43074
Steve Lillie Partner 740-965-2294
Phone: 7409652294 | Fax: 7409651891 http://www.lilliecpa.com
Lillie & Company was founded in 2003 to serve credit unions as an industry-specific audit firm. The value of partnerships is our deep knowledge of the credit union industry. In addition to providing quality audits, we take a holistic view of your credit union and offer expert advice and consulting services to help your business thrive. In addition to our core services of annual and compliance auditing, we can assist you with mergers, field of membership expansions, defined benefits packages, ALM & AML model validations, balance sheet optimization, and much more. Contact us and we’ll be happy to discuss your needs.
P.O. Box 499 11394 Country 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
28202 Cabot Road, Suite 225 | Laguna Niguel, CA 92677
Carl Meiswinkel President 949-347-7700
Phone: 9493477700 | Fax: 9493477701 http://www.p360inc.com
Service Areas: Lending, Mortgages, Consulting, Enterprise Risk Management (ERM), Mergers
129 East Carlson | Cheyenne, WY 82009
Phone: 3076380386 http://www.penceandmac.com
Service Areas: Legal Services, Mergers, Strategic Planning
2700 San Pedro NE | Albuquerque, NM 87110
Kevin J. Koval, CPA, CFP, ABV Senior Manager 505-883-2727
http://www.rpcllp.com
Service Areas: Audit/CPA, Consulting, Mergers
650 West Ave., Unit 3011 | Miami Beach, FL 33139
Sabeh F. Samaha President/CEO 855-772-6242
Phone: 855-772-6242 http://www.ssamaha.com
Service Areas: Technology Consulting, Contract/Vendor Management, Mergers
11605 Miracle Hills Dr | Omaha, NE 68154
Phone: 402-964-2617 http://www.thestrawgroup.com
Service Areas: Market Research, Consulting, Mergers
55 East 5th Street | Saint Paul, MN 55101
Phone: 651-224-1200 http://www.wilwinn.com