ALM First Financial Advisors named Preferred Vendor by Achieva Merger Services
DALLAS, TX (June 29, 2017) — ALM First Financial Advisors, LLC has been selected as a Preferred Vendor by Achieva Merger Services (AMS), a mergers and acquisitions consulting practice group in Dunedin, Fla. AMS was formed by Achieva Credit Union to help credit unions and banks determine appropriate merger partners, navigate the transaction and merge their operations. The firm will call upon ALM First for guidance when specialized financial knowledge is needed.
ALM First is a leading strategic partner within the financial industry, providing commission-free, fee-based services to more than 250 institutions across the country. The firm is an SEC-registered investment advisor, managing approximately $20 billion in investments. As a Preferred Vendor, ALM First will offer its expertise in the areas of capital planning, loan due diligence and ALM modeling.
“ALM First’s primary goal is to help financial institutions maximize their returns. Many are interested in merging with suitable partners to more effectively compete in the financial arena, while also growing their market share and membership/customer base,” said Mike Ensweiler, ALM First Principal, Marketing and Client Relations. “It’s a privilege to work with a pioneering organization like AMS, and to offer our expertise as credit unions and banks consider their options.”
Achieva Credit Union made national history when it acquired Calusa Bank in 2015 – the first whole-bank acquisition of a bank by a credit union. AMS is led by Dennis Holthaus, Achieva Executive Vice President.
For more information about ALM First and its role as a strategic partner to financial institutions, call 800.752.4628 or visit www.ALMFirst.com.
E Hollis, CEO, ALM First Financial Advisors
About ALM First Financial Advisors
ALM First Financial Advisors is a strategic partner for depositories, offering an array of financial advisory services. Since 1995, our expertise in asset/liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With more than $50 billion of investments under management, ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 300 financial institutions across the country.
“ALM First” is a brand name for a financial services business conducted by ALM First Group, LLC (“ALM First”) through its wholly owned subsidiaries: ALM First Financial Advisors, LLC (“ALM First Financial Advisors”); ALM First Advisors, LLC (“ALM First Advisors”); and ALM First Analytics, LLC (“ALM First Analytics”). Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser. Access to ALM First Financial Advisors is only available to clients pursuant to an Investment Advisory Agreement and acceptance of ALM First Financial Advisors’ Brochure.
