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ALM First provides expert guidance amid industry’s increasing merger & acquisition activity

ALM First, a strategic partner for depositories offering commission-free, fee-based advice, is providing expert guidance amid the industry’s increasing merger and acquisition (M&A) activity. With significant mergers continuing to be announced in Q4 and planned to close in 2025, the firm’s strategic solutions group doesn’t expect the current consolidation trend to slow down anytime soon.

“From the strategy and preparation stages to closing, ALM First offers independent, holistic advice to guide financial institutions throughout the merger and acquisition process,” says Emily Hollis, CFA and CEO of ALM First. “Our core philosophy revolves around maximizing value for key stakeholders, including members, employees, communities and boards, while assisting our clients in managing risk and creating scale for long-term, sustainable growth.”

The firm has already played a role in nine mergers in 2024, including several recently announced transactions. ALM First’s full range of M&A solutions include Merger Advisory Services, Merger Valuations, and Strategic Communications.

ALM First has played a role in the following mergers so far this year:

  • Ignite Credit Union and BlueOx Credit Union (Michigan)
  • Louisiana Federal Credit Union and OnPath Credit Union (Louisiana)
  • MemberOne Federal Credit Union and Virginia Credit Union (Virginia)
  • Astera Credit Union and Adventure Credit Union (Michigan)
  • NextMark Credit Union and Apple Federal Credit Union (Virginia)
  • NE PA Community Federal Credit Union and Utilities Employees Credit Union (Pennsylvania)
  • Launch Credit Union and Community Credit Union of Florida (Florida)
  • Meritrust Credit Union and Premier Members Credit Union (Kansas, Colorado)
  • Digital Federal Credit Union and First Tech Federal Credit Union (Massachusetts, California)

More information regarding ALM First’s comprehensive M&A Advisory Services, Merger Valuations, and Strategic Communications may be found at www.almfirst.com.

ALM First

ALM First was founded in 1995 as a strategic partner for depositories, offering an array of financial advisory services. The firm’s expertise in asset liability management, investment management, balance sheet strategy, secondary market solutions, and specialty financial services, has allowed it to deliver deeper insights into financial institutions’ balance sheets, strengthening their performance and building efficiencies. With approximately $70 billion of investments under management (as of September 30, 2024), ALM First Financial Advisors is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 300 financial institutions across the country. In recent years, ALM First Group has expanded to include several wholly-owned subsidiaries including DDJ Myers, an ALM First Company and ALM First Executive Benefits, LLC. Driven by client needs, the firm now offers various services to help financial institutions optimize their greatest assets – their people. “ALM First” is a brand name for a financial services business conducted by ALM First Group, LLC (“ALM First”) through its wholly owned subsidiaries: ALM First Financial Advisors, LLC (“ALM First Financial Advisors”); ALM First Advisors, LLC (“ALM First Advisors”); ALM First Analytics, LLC (“ALM First Analytics”) and ALM First Executive Benefits, LLC (“ALM First Executive Benefits”). Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser. Access to ALM First Financial Advisors is only available to clients pursuant to an Investment Advisory Agreement and acceptance of ALM First Financial Advisors’ Brochure.

Contact

Sharon Simpson,
(240) 620-4095
sgsimpsonconsulting@mac.com

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