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
Strategies developed through asset liability analysis
Comprehensive fixed income portfolio management
Loan participation / whole loan trading desk
Access to the No. 1 ranked M&A advisor in the financial services industry**
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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.