Merger and Acquisition separation

The M&A Separation Risk Most Leaders Underestimate

Metagyre recently completed what we believe is the third largest Active Directory separation in history. For security reasons, we are not naming the client. But for executives involved in mergers, acquisitions, carve-outs, or divestitures, the lesson is too important not to share: The deal may close on paper.The real separation happens inside the business.Identity. Applications. Infrastructure….

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how we got to be a preferred provider for credit unions

How We Got to Texas

When the wheels touched down, the weight of the task hit the moment everyone stepped into the thick, stale Texas air. Bernie, Adamsen, Ian, and Paul grabbed their bags and drove straight to the client’s office to kick things off and size up the complexity in front of them. The Challenge The client, a large credit union, had…

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Transition Services Agreement (TSA) contract.

What Is a TSA?

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…

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strategy execution

Bridging the Strategy–Execution Gap: How Credit Unions Can Move from Vision to Results

Turning strategy into real, measurable results remains one of the hardest challenges for executive teams. For credit unions, where growth must align with mission and member value, effective strategy execution is essential—not optional. Yet, a PwC study found that only 2.5% of organizations complete all their strategic initiatives successfully (PwC Strategy& Survey, 2023). The gap…

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