• Facilitate the adoption of trust assets and assume responsibility for due diligence, acquisition management, operations and nearly all other relevant infrastructure responsibilities.
• Decrease or eliminate the costs, time, and risk associated with the acquisition of banks.
• Provide access to fiduciary, legal, and compliance professionals who can help your credit union assess the value of the trust book, and handle trust charter application and approval, offer regulatory-tested policies and procedures, core trust accounting systems, and insurance.
• Continue to partner, after the deal has closed, by providing increasing returns on trust business, offering extensive resources and materials, and engaging in collaborative efforts to support and stimulate overall growth.

Dedicated to serving America’s credit unions, MTC shares the same values and personalized approach to service to protect members’ best interests. MTC has a proven track record of fulfilling an essential role for credit unions acquiring banks. Since 2003, MTC has helped over 80 credit union partners offer a full suite of financial services to their communities.

Learn More From Our Podcast With CU Times: The Benefits of Working with a Third-Party Acquisition Partner

In this episode of the “Credit Union RX 2020” podcast series, we brought together Neil Archibald, Chief Operating Officer for Members Trust Company, and Kathy Courtney, Chief Operating Officer of Greenstate Credit Union, to discuss the benefits of entering bank acquisition transactions with a third-party acquisition partner.

Listen to the Podcast →