February 11, 2023 – CUbroadcast Studio Lounge ventured to the beautiful island of Maui for the CUES Symposium February 5-9, 2023. Once there, they interviewed the conference’s expert presenters, credit union attendees, vendors — as well as many other industry innovators, game changers, and sponsors ALM First, DDJ Myers, and Survey & Ballot Systems.
Two powerful female leaders joined CUbroadcast in the Studio Lounge to discuss the latest acquisition moves in the credit union industry. Those women would be Deedee Myers, President at DDJ Myers, and Emily Hollis, CFA, CEO of ALM First. They joined to share some close-to-home acquisition news and that would be why ALM First acquired DDJ Myers and how this business move allows the two organizations to excel in serving credit unions in today’s fast-paced, business environment.
About ALM First
ALM First 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 $74 billion of investments under management (as of December 31, 2022), ALM First Financial Advisors 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. For more information, please visit almfirst.com.
About Platform Partners LLC
Founded in 2006, Platform Partners LLC is a private investment company based in Houston that makes investments in lower middle-market companies with the intent of growing these businesses into industry leaders through a combination of organic and acquisition growth. Platform invests through a perpetual holding company structure allowing for a long-term, patient approach to partnering with entrepreneurs to build companies. The company manages total assets of approximately $950 million. For more information, please visit platformllc.com.