Mergers & Transfers of Engagements

The operating environment for Credit Unions continues to evolve, and consolidation through transfers of engagements and amalgamations remains an important strategic option.

For some Credit Unions, the decision to enter into a merger is necessary to secure long term viability. For others, it is a proactive strategic decision designed to achieve scale, enhance service offerings, strengthen financial resilience, and deliver greater value to members.

Modern office lobby with stylish seating and plants in the foreground, glass walls revealing a meeting room with chairs, a table, and a TV screen in the background. Bright natural light enters through large windows.

At RBK, we have extensive experience supporting both small and large credit unions through mergers and transfers of engagements. We maintain strong working relationships with the Central Bank and our team brings specialist technical, financial and governance expertise to this critical process.

We can provide support across all stages:

  • Strategic assessment and direction setting
  • Preparation of the Detailed Level Business Case (DLBC)
  • Asset Review Due Diligence Phase
  • Financial Due Diligence
  • An assessment of the Capacity to Act of the Transferee Credit Union
  • Merger financial projections
  • Post Merger Independent reviews
  • Human resource change management

For more information or to discuss how RBK can meet your specific needs, please contact a member of our team.

Team members

A woman with short, reddish-brown hair smiles at the camera. She is wearing a navy blue blouse and a gold chain necklace. The background is softly blurred in blue and grey tones. Michelle O’Donoghue

Governance, Risk and Assurance Partner

Tel: +353 90 6480600
A man with light brown hair, wearing black glasses, a grey suit, a blue striped shirt, and a red tie with white spots, stands in front of a blurred office background, smiling slightly at the camera. Ronan Kilbane

Audit & Business Advisory Partner

Tel: +353 1 6440100
A woman with straight, shoulder-length light brown hair and a green textured top smiles at the camera. The background is softly blurred with greenery and natural light. Yvonne Clarke

Head of HR Solutions

Tel: +353 90 6480600

Get in touch

At RBK, we provide our clients with high-quality technical and commercial solutions that are responsive, relevant and practical.

Contact