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Mergers

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Platinum Suppliers

DDJ Myers, Ltd. Dollar Associates, LLC Hauser Jones & Sas Lillie & Company OM Financial Group

CBA Capital Partners Ltd.

95 Mortimer Street, Suite 26 | London, VA

Phone: 2071933452

Service Areas: Asset/Liability Management (ALM), Consulting, Mergers

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CUSTOMatrix, Inc.

4740 Mission Gorge Place No. 400640 | San Diego, CA 92120

Eric Chriss
CEO
858-240-5040

http://www.customatrix.com/

Service Areas: Board Education, Executive Benefits & Compensation, Mergers

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Davis, Malm & D'Agostine, P.C.

One Boston Place 37th Floor | Boston, MA 2108

Devon A. Kinnard, Esq.
Shareholder & Director
617-589-3858

Phone: 6175893858 | Fax: 6173053158
http://www.DavisMalm.com

Service Areas: Compliance, Legal Services, Mergers

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DDJ Myers, Ltd.

4455 E. Camelback Rd. Ste. C138 | Phoenix, AZ 85018

Deedee Myers
Chief Executive Officer
602.840.9595

Phone: (800) 574-8877 | Fax: 6024806486
http://ddjmyers.com

Service Areas: Board Education, Executive Recruitment, Mergers

DDJ Myers enhances the strategic execution capabilities of clients nationwide, including community banks, credit unions, insurance organizations, and nonprofits. The seasoned team of facilitators are known as industry-thought leaders and are sought after to speak at conferences nationwide on a variety of topics including, board dynamics, management alignment, transformative culture change, as well developing mid-level talent to be the champions and protagonists of change. Founded in the 80s as an executive search firm, DDJ Myers has been supporting high-performing organizations for more than 30 years with their executive development, succession planning, and strategic planning services.

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Dollar Associates, LLC

194 Narrows Dr. Ste. 104 | Birmingham, AL 35242

Dennis Dollar
Partner
205-991-1525

Phone: (205) 991-1525
http://www.dollarassociates.com

Service Areas: Consulting, Mergers, Strategic Planning

Dollar Associates is a credit union consulting firm specializing in FOM issues, community charters, merger support, underserved area expansions, regulatory compliance, strategic planning, board and management training, staff education and governmental relations. Working with both credit unions and the organizations that serve them, Dollar Associates offers regulatory, public policy, strategic and management expertise from recognized industry leaders with personal attention and competitive rates.

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Feldman Financial Advisors, Inc.

1001 Connecticut Avenue, NW Suite 840 | Washington, DC 20036-5531

Peter Williams
Principal
202-467-6862

Phone: 2024676862
http://www.feldmanfinancial.com

Service Areas: Consulting, Mergers, Strategic Planning

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Hauser Jones & Sas

10940 Ne. 33rd Pl. 100 | Bellevue, WA 98004

Roger A. Jones, CPA
Partner
4258891778

Phone: (425) 890-4932
http://www.hauserjonesandsas.com/

Service Areas: Audit/CPA, Compliance, Mergers

Hauser Jones & Sas was established to serve the audit, tax and regulatory compliance needs of credit unions. Service to community runs through our veins, and with that comes a deep sense of appreciation and responsibility to serve our clients with honesty, integrity, and accountability. For 35 years and counting, we have helped credit unions of all sizes to be successful while helping the people who manage and oversee credit unions to thrive in their positions. We currently serve more than 50 credit unions throughout Washington, Oregon, Idaho, Montana, Alaska, and Northern California. If you value industry expertise and a close, professional, working relationship with a proven team, then we are the audit, compliance, and consulting firm for you. Our audit and internal audit teams have extensive experience in serving credit unions in lending, deposit operations and in complex reporting and accounting issues. We recognize that expertise and experience alone are not enough to build a successful client-auditor relationship. There has to be trust and open communication. Our culture provides a competitive edge that allows us to build strong client relationships and attract the top professionals and knowledgeable workers to serve you better.

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Howard & Howard Attorneys PLLC

450 W. 4th St. | Royal Oak, MI 48067

Steve Van Beek
Attorney
248-723-0521

Phone: 248-723-0521
http://www.howardandhoward.com/

Service Areas: Employee Training, Compliance, Consulting, Legal Services, Mergers

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Lillie & Company

801 West Cherry St. Ste. 100 | Sunbury, OH 43074

Steve Lillie
Partner
740-965-2294

Phone: (740) 965-2294 | Fax: 7409651891
http://www.lilliecpa.com

Service Areas: Audit/CPA, Compliance, Mergers

Lillie & Company was founded in 2003 to serve credit unions as an industry-specific audit firm. The value of partnerships is our deep knowledge of the credit union industry. In addition to providing quality audits, we take a holistic view of your credit union and offer expert advice and consulting services to help your business thrive. In addition to our core services of annual and compliance auditing, we can assist you with mergers, field of membership expansions, defined benefits packages, ALM & AML model validations, balance sheet optimization, and much more. Contact us and we'll be happy to discuss your needs.

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Nice Enterprises Inc.

P.O. Box 499 11394 Country Road 11 | Kremmling, CO 80459

Ron C. Nice
President & CEO
303-980-8100

http://www.trynice.com/

Service Areas: Board Education, Consulting, Mergers, Strategic Planning

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OM Financial Group

101 Federal St. Ste. 800 | Boston, MA 2110

Morgan McKinney
Executive Benefit Consultant
5166390556

Phone: (918) 315-0960
http://www.om-financial.com

Service Areas: Employee Benefits & Compensation, Mergers

OM Financial Group is an executive benefit consulting firm that specializes in providing sound advice to credit unions about Supplemental Executive Retirements Plans (SERPs) for their key executives. OM pioneered Collateral Assignment Split Dollar (SERP) programs for the credit union industry and continues to specialize in helping credit unions offer competitive and cost-effective employee benefit solutions. We believe that a relationship-driven approach with each of our clients ensures we fully understand their individual needs. Our goal is to educate credit union executives and their boards, so they are able to make informed financial decisions that are in the best interest of their credit union for years to come.

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P360

28202 Cabot Road, Suite 225 | Laguna Niguel, CA 92677

Carl Meiswinkel
President
949-347-7700

Phone: 9493477700 | Fax: 9493477701
http://www.p360inc.com

Service Areas: Lending, Mortgages, Consulting, Enterprise Risk Management (ERM), Mergers

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Pence and MacMillan LLC

129 East Carlson | Cheyenne, WY 82009

Phone: 3076380386
http://www.penceandmac.com

Service Areas: Legal Services, Mergers, Strategic Planning

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RPC CPAs + Consultants

2700 San Pedro NE | Albuquerque, NM 87110

Kevin J. Koval, CPA, CFP, ABV
Senior Manager
505-883-2727

http://www.rpcllp.com

Service Areas: Audit/CPA, Consulting, Mergers

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Samaha & Associates, Inc.

650 West Ave., Unit 3011 | Miami Beach, FL 33141

Sabeh F. Samaha
President/CEO
855-772-6242

Phone: 8557726242
http://www.ssamaha.com

Service Areas: Technology Consulting, Contract/Vendor Management, Mergers

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The Strawhecker Group

11605 Miracle Hills Dr | Omaha, NE 68154

Phone: 402-964-2617
http://www.thestrawgroup.com

Service Areas: Market Research, Consulting, Mergers

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Wilary Winn LLC

55 East 5th Street | Saint Paul, MN 55101

Phone: 651-224-1200
http://www.wilwinn.com

Service Areas: Asset/Liability Management (ALM), Consulting, Mergers

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