Nutmeg State Financial Credit Union Divests DaLand CUSO (Advised by Capstone)

Private Investment Group Acquires The Nutmeg Companies, Inc.

June 12, 2026

Industrial Services

Generational Group advised The Nutmeg Companies, Inc. in its sale to a private investment group active in the mechanical and building services space across 11 states. The acquisition closed on June 1, 2026.

Notre Dame Federal Credit Union and Catholic United Financial Credit Union Announce Intent to Merge

February 2, 2026

Financial Services

Notre Dame Federal Credit Union and Catholic United Financial Credit Union announced a strategic merger to combine their member services, shared Catholic values, and regional reach. The merger was approved by both boards and the National Credit Union Administration and is effective April 1, 2026, pending Catholic United Financial CU member approval.

Reseda Group and Maps Credit Union Acquire Pocketnest

October 29, 2025

Financial Services

Reseda Group, the CUSO of MSU Federal Credit Union, partnered with Maps Credit Union to acquire Pocketnest, an AI-powered financial wellness platform. The acquisition aims to integrate Pocketnest's behavioral science and generative AI-driven financial guidance into credit union member experiences to improve financial wellness and identify cross-sell opportunities.

Adventure Credit Union Becomes Owner of Member Driven Technologies (MDT)

April 15, 2025

Cloud & SaaS

Adventure Credit Union has gone live on Member Driven Technologies' (MDT) Symitar-hosted core platform following its merger with Astera Credit Union and has joined MDT's board, becoming an owner of the CUSO. The move gives the newly merged credit union access to MDT's cloud-based core processing and managed services to support growth and streamline operations.

Achieva Credit Union Completes Strategic CUSO Acquisitions to Expand Insurance and Medicare Services

March 26, 2025

Financial Services

Achieva Credit Union of Dunedin, Florida has completed a series of strategic CUSO acquisitions to expand member value and diversify its service offerings. The acquisitions add property & casualty insurance, title insurance, and Medicare insurance capabilities under Achieva’s CUSO structure, with Capstone Strategic acting as advisor throughout the process.

McCarthy Capital Recapitalizes NUSO

May 30, 2024

Cloud & SaaS

McCarthy Capital has recapitalized NUSO, an omnichannel cloud communications and CPaaS provider, with members of NUSO's senior management participating alongside the firm. BMO will remain the company's debt provider; the transaction closed after receiving customary regulatory approvals and will provide capital to accelerate NUSO's growth and innovation.