°µÍø³Ô¹Ï grows credit union practice
05/20/2022
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10:18:05 AM
Credit Unions
Driving member value through best-in-class credit union solutions.
OUR CAPABILITIES
- Industry-leading balance sheet strategy: Our team of balance sheet professionals is highly skilled at identifying risks and opportunity in all corners of a credit union's balance sheet.
- Comprehensive fixed income portfolio management: Our portfolio strategists are adept at helping credit unions build well-run investment portfolios, positioning clients to offer better loan and deposit rates, while also considering impacts on risk profile. With the right products and analysis, these portfolios can act as a consistent liquidity source to fund future loan demand with risk-appropriate earnings.
- Knowledge-based advisory partnerships with clients: We combine analytical, economic, accounting, regulatory and public speaking expertise into specific strategies and educational services for credit unions. Our ALM process is ALCO/Board/Examiner-friendly and focuses on capital management, as well as in-depth liquidity analysis.
- Access to the No. 1 ranked M&A advisor in the financial services industry:** °µÍø³Ô¹Ï offers uniquely close collaboration with our industry-leading financial services investment bankers and sales team. This allows us to offer broad view solutions, such as secondary capital raises, merger & acquisition services, strategic planning events for management and board, as well as multi-year pro forma modeling to better prepare for industry trends such as the rise of FinTechs, industry consolidation and discussions around online banking.
- Firm-wide resources: We work in close collaboration with °µÍø³Ô¹Ï’s , and . Our team is also bolstered by the and the trading desk, which provide indispensable access and knowledge for leveraging initial issuance in the secondary market.