Industry Intelligence Mergers and Acquisitions

Callahan & Associates Acquires CU Strategic Planning

CU Strategic Planning is now a Callahan company.

Michael Ogden | April 26, 2024

Callahan & Associates has announced that it has bought CU Strategic Planning, a Tacoma, Wash., company that writes grants and provides Community Development Financial Institutions (CDFI) expertise.

A news release from Callahan said CU Strategic Planning will operate as a Callahan company, and that both "will retain all staff to maintain seamless operations." The Washington, D.C.-based Callahan has 55 employees and CU Strategic Planning has 35 employees.

"Joining forces with CU Strategic Planning just feels right," Callahan CEO Jon Jeffreys said. "I'm so excited to see the impact we can have on the industry together. Moving forward as one organization, we are even better positioned to serve our credit unions, while driving growth and positive change within the movement."

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