Strategic M&A Vision: Planning for Credit Union Growth

Join Michael Bell from Honigman LLP for an exciting discussion
about growth planning. Mr. Bell provides a glimpse of his
practice helping credit unions navigate the world of mergers and
acquisitions. Mr. Bell shares his expertise regarding strategic
planning and growth, key considerations for the merger process,
and perspectives on field of membership and chartering. 


  


Key Takeaways: 


Recognize common misconceptions and pitfalls in strategic
planning around growth; 

Understand key considerations for credit unions merging with
another credit union or purchasing bank assets; 

Learn about the optimal charter for a merger and common
issues related to charger changes; and 

Hear about potential improvements that would make the
chartering and merger process easier. 



  


Bio: Michael Bell 


Mr. Bell serves as Chair of the Financial Institutions Practice
Group at Honigman. He represents financial institutions
throughout the United States and has completed over 40 M&A
transactions in the past five years. In 2011, he pioneered a new
option for credit unions to achieve rapid growth with the first
purchase of a whole bank by a credit union. For the past decade,
he has completed the majority of credit union purchases of banks
and has become the nationwide leader and go-to legal adviser in
this space. Mr. Bell has also helped credit unions acquire other
businesses, including insurance and investment companies, trust
companies, real estate brokerages, mortgage originators and
specialized lenders. He additionally advises financial
institutions on all regulatory matters at the state and federal
level. Mr. Bell has extensive experience counseling individual
entrepreneurs through publicly traded companies on strategies
such as non-organic growth and strategic planning.