CUSO Services
Formation, capitalization, and strategic advisory for credit union service organizations — helping credit unions build and invest in the entities that expand what they can offer members.
Growth beyond the charter.
CUSOs let credit unions offer new products and services, share operational scale, and pursue revenue the charter alone can't support — from lending and payments to technology and back-office operations.
Structured well, a CUSO strengthens the credit union while managing risk and regulatory exposure.
From formation to capital.
We advise on entity structure, ownership and governance, capitalization, and the investment and lending limits that govern credit union participation in a CUSO.
Olden Lane Inc. provides financial and strategic advisory services around CUSO formation, investment, and combinations.
What we bring to the mandate.
Formation & Structure
Guidance on legal structure, ownership, governance, and the regulatory framework for credit union service organizations.
Capitalization & Investment
Structuring capital contributions and investments within NCUA limits, and advising investing credit unions on diligence.
Strategic Advisory
Ongoing counsel on CUSO strategy, partnerships, combinations, and value realization.
How a typical engagement runs.
Assessment & Structure
We define the CUSO's purpose and recommend the right structure.
Governance & Capital
We advise on ownership, governance, and capitalization within regulatory limits.
Formation & Launch
We coordinate formation, documentation, and initial capitalization.
Growth & Advisory
We support ongoing strategy, investment, and combinations.
