M&A Advisory
We offer sell-side, buy-side, and merger-of-equals counsel for credit union boards weighing strategic combinations. Along the way, our team is attentive to the fiduciary, regulatory, and member-first dimensions of every decision.
Strategy, not just scale.
Credit unions pursue combinations to expand their field of membership, add capabilities, resolve succession, or reach the scale needed to invest in technology and talent. The right partner strengthens service to members on both sides.
We help boards test the strategic logic before a process begins — so a combination is a decision, not a reaction.
A steady hand from first call to close.
We manage the full process — valuation, partner identification and outreach, negotiation, due diligence, and regulatory approval — while keeping your board informed and the process confidential.
Olden Lane serves as a trusted financial advisor, working closely with your counsel and examiners throughout.
What we bring to the mandate.
Strategic & Financial Analysis
Combination modeling, pro forma PCA net worth, RBC and CAMEL impact, and a clear read on the value a partnership creates for members.
Partner Identification
A discreet, targeted search for combinations that fit your field of membership, culture, and strategic goals.
Negotiation & Diligence
Term negotiation, due diligence coordination, and management of the regulatory and member-notice process through to close.
How a typical engagement runs.
Strategic Assessment
We pressure-test the rationale and define what a good outcome looks like.
Partner Outreach
Through our proprietary heatmap, we identify potential partners. With our clients, we design and implement the right strategic approach.
Negotiation & Diligence
We negotiate terms and coordinate mutual due diligence.
Approval & Close
We shepherd regulatory approval, member notice, and integration planning.
