The Third-Party Acquisition Advantage

By entering a bank acquisition with Members Trust Company, credit unions can unlock the full potential of the transaction—expanding their financial offerings as a primary financial institution.

As a Third-Party Acquisition Partner, Members Trust Company Will:

  • 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 →

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Disclaimer: Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant.