M&A

M&A

Heading Into A Merger? A Loan Portfolio Review is a Good Idea

While credit union mergers and acquisitions (M&A) are relatively uncommon occurrences—in 2020 there were just 136 credit union mergers and just 5 bank acquisitions by credit unions—they are high-dollar agreements with a lot of room for ambiguity and interpretation. When credit unions are being merged and acquired, the terms are…

Megan HornOctober 7, 2021

2O2O Blogger: Dan Price, CPA

Dan received his Bachelors of Science Degree in Accounting and Masters of Accountancy from the University of South Florida in Tampa, Florida.

Dan has extensive experience in audits, compilations and reviews. He is active in the loan modeling process and customization of the models used for our clients throughout the United States and has been an integral part of evaluating NCUA regulations and FASB standards to determine how they affect the design of and reporting on the 2020 risk model.

2020 Blogger: John Wagner

John is an Analytics Manager with 2020 Analytics. He works with clients on loan portfolio risk engagements and development of alternative analytics.

John has 33 years of experience working at credit unions with their loan portfolios. John was most recently with Heartland Credit Union and has also worked with CUNA Mutual Group, Baxter Credit Union (BCU), and Corporate America Family Credit Union in various lending roles. John holds a BS in both Economics and Business Administration from Winona State University.

Heading Into A Merger? A Loan Portfolio Review is a Good Idea

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2O2O Blogger: Dan Price, CPA

2020 Blogger: John Wagner

2020 Blogger: Dinny Lechman

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