What should a credit union executive consider before pursuing a merger and acquisition (M&A)? Credit union CEOs may consider M&As as an opportunity to balance financials and maintain growth. Still, there are important factors to evaluate before beginning the process of targeting a potential partner. Our guest, Harry Gunsallus, has spent more than 20 years in the financial services space, helping credit union leadership pursue and execute several M&As with banks and other credit unions.

In the first episode of this two-part interview, Harry shares the first steps credit union executives should take to help them achieve a successful M&A.