MERGER & AFFILIATION STRATEGY
Our process
Considering a merger or an affiliation is a significant decision for any nonprofit but preparedness is key. A successful collaboration between like-minded organizations will help eliminate competition, acquire talent, cut costs, expand geographic impact, and improve quality of service, among other benefits.
Most importantly, a merger and affiliation can ensure survival in a highly competitive marketplace and allow nonprofits to continue the positive impact they have on society.
Our nonprofit merger and affiliation consultants partner with clients to utilize M&A Strategy that expands service capabilities and enables organizations to remain relevant and viable in the years ahead.
We believe there is real value in considering mergers and affiliations as a strategy, but many organizations may not be prepared for the journey. Our team of nonprofit merger and affiliation consultants collaborate with clients to assess their organizational readiness, develop a plan that supports strategic growth, and evaluate the external market, sourcing opportunities with synergic organizations.
We work with the parties involved in the deal to establish agreements that address the more challenging conversations first. We project manage the due diligence process and facilitate the meetings between the organizations to build relationships and a deeper upstanding of the combined value. We then ensure the parties are prepared for the closing and the level of integration that follows.
We begin the integration process with a full assessment of the functions and structure of the combined entities. Once completed we design an efficient and effective nonprofit organization model that will ensure relevance and future viability. Throughout the process, our team of nonprofit consultants partners with and supports our clients with their change management efforts.
Our nonprofit services & areas of expertise.
We Are Here For You
Whether you have a specific project in mind, want to learn more about our services, or how we support organizations with establishing the frameworks for sustained success- we are ready to talk.