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Credit unions

Driving member value through best-in-class credit union solutions

Our team provides optimal support to clients by leveraging the experience, expert market knowledge and robust resources across the firm

Why partner with us?

Our holistic approach and broad expertise allow us to provide big-picture strategies that satisfy the full-range of diverse credit union models. We also help clients offer better options to their members by providing quality assets for buyers, liquidity solutions for sellers and accurately priced loan packages for both. 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 Jake Pettit or Jon Searles with questions.