Niche M&A Focus Specialized in credit union mergers and acquisitions, presenting a targeted opportunity to upsell advisory services to credit unions considering consolidation or strategic partnerships.

Recent Engagements Active deal activity with recent client San Francisco Federal Credit Union and collaborative partnerships, suggesting a pipeline ready for expansion into other mid-market credit unions and CUSOs seeking guidance on M&A.

Thought Leadership Ongoing whitepaper series on what credit unions need to know about bank acquisitions offers a cross-sell path for research-led advisory and executive briefings to position as a trusted advisor.

Strategic Partnerships Recent collaboration with McQueen Financial Advisors and Luse Gorman, PC indicates a network-ready model for offering broader deal advisory, valuation, and regulatory support services.

Growth Readiness Revenue in the 1M-10M range with a lean team signals potential for scalable advisory packages, retainer-based engagements, and tiered service offerings to credit unions pursuing M&A activity.