Client Verticals
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.
- Loan Strategies: We are bolstered by Piper Sandler's loan strategies group and the trading desk, which provide indispensable access and knowledge for leveraging initial issuance in the secondary market. We are proficient in credit union 90/10 participations of all asset classes including auto, consumer, MBLs and residential products. Our team also provides policy guidance and facilitation of report coordination between parties.
- 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:** Piper Sandler 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 Piper Sandler’s financial strategies group, debt capital markets group and investment banking division.
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WHY PARTNER WITH US?
Our team provides optimal support to clients by leveraging the many years of experience, expert market knowledge and robust resources across the firm. Our holistic approach and broad expertise allows us to provide big-picture strategies that satisfy the full-range of diverse credit union models. By providing quality assets for buyers, liquidity soltuions for sellers and accurately priced loan packages for both, we also help our clients offer better options to their members. We comprehensively consider the goals of each of our credit union clients and offer the right solutions to meet their needs. |
| HOW CAN WE HELP? Please contact Scott Hildenbrand with questions. |
