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The following companies work with CU Financial Services to help educate credit union executives about charter options and growth opportunities. Should you decide to implement a charter change, raise capital, implement a merger, and / or need help to craft a strategic plan, these firms are available to help. Please contact Alan Theriault at 800-649-2741, or the individuals listed below.
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Mark B. Cohen
237 Park Avenue, 8th Floor
New York, NY 10017
Office: (212) 847-6438
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Stifel Nicolaus' Financial Institutions Group (FIG) provides investment banking services to banks, thrifts, mutual companies and other financial services companies.
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George Scott
61 Rose Way
Markham, ON L3P 3N2
Tel: 905-554-1722
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GSTS Consulting Services
Grounded in clear, concise business writing and communications strategies, our Public Relations practice specializes in reaching every stakeholder audience with a straightforward message that's right for them.
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P.O. Box 1053
Portland, Maine 04104
Tel: 800-649-2741
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National growth and merger consulting firm that can help you evaluate the feasibility of a merger or charter change, including conversion to a mutual savings bank charter or stock bank charter. Offices in Portland, Maine and San Francisco.
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