Credit unions are seeing a lot of merger and acquisition (M&A) activity these days and the term you hear a lot after signing is “TSA”, a Transition Service Agreement. The TSA is a contract where the seller keeps providing certain services to the buyer for a set period after close. It is a temporary bridge so the…
Mergers and acquisitions (M&A) are often pursued for strategic reasons—market expansion, operational synergy, or digital transformation. Yet, up to 70% of M&A deals fail to deliver the expected value, according to research by Harvard Business Review. One critical reason: poor alignment between post-merger integration (PMI) activities and enterprise strategy. This is where the portfolio project…
