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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.
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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Richard V. Ward
Senior Vice President
Proxy Solicitation Group
Alliance Advisors
200 Broadacres Drive, 3rd Fl.
Bloomfield, NJ 07003
P:973-873-7718
F:973-338-1430
C:201-744-4618
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America’s Leading Investor Communications Firm
Alliance is a multi-faceted investor communication firm that understands success lies in evolving with our clients and their needs. Our year-round support and analysis of your investor environment allows us to prepare for successful outcomes well in advance of your meeting. Since 2005, our firm has applied innovative methods to address the ever-changing roles of regulatory compliance, proxy advisory firms, investors, activists, and the financial intermediaries. Our success is based on a combination of our dedicated professionals, their expertise, and the firm’s collective commitment to flawless execution.
Services include:
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Corporate Proxy Solicitation
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Bank Conversions
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Proxy Contests
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Governance and Equity Compensation Plan Advisory
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Financial Printing
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Lost Investor Identification
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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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