Our Services
Momentum to Win
About
Growth Momentum Strategies will help your credit union or CUSO assess current and future investment strategies, establish effective strategic planning methodologies, and implement best-in-class governance processes. CEO Dave Adams has over 40 years of financial services industry experience focused on private company investing, strategic planning and effective board governance and team building.
Client Experiences
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Rob Bava, CEO, Community Choice Credit Union
We have found great value in Dave Adams' expertise in helping Community Choice CU and other partner credit unions make smart CUSO investments and improve the effectiveness of those we already own.
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Terry Katzur, CEO, ELGA Credit Union
Dave Adams and GMS provided useful insights on CUSO investments being considered by our credit union. Dave's evaluation was thorough and showcased his decades of experience assessing investment opportunities. Having another set of eyes was valuable and aided us in the decision making process.
Karl Borgquist, CEO, Comply-YES!
Growth Momentum Strategies helped our company with an investor pitch deck and valuation. Dave facilitated a process that will help us with capital acquisition and strategic planning as CY moves its business to the next level of success. Additionally, Dave brought his extensive experience and business acumen to the entire process. He quickly established trust with both our company and potential investors. We cannot overstate the value that he brought to the project.