Charity Mergers: A Look Behind The Legal Process

In the current challenging economic environment, we are increasingly seeing the impact on charities and their revenue streams. Many charities are considering their options on merging with other like minded charities to create efficiencies and to help them operate in the current challenging climate.

This session will help you get to grips with the key issues that you should consider if your charity is considering merging with another charity now or at any point in the future.

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In this session, we will cover:

• The processes of a charity merger - how to make it happen
• What should you cover in initial discussions - options for structures and options for procedures: who is merging with whom? Should you transfer assets or transfer control?
• Heads of terms - why are they useful?
• Due diligence - how wide and how deep should you go?
• The merger agreement - what can it do? What can't it do?
• Top tips for a successful merger process

 Who should attend this session?

Charity Trustees and employees of charities - Chief Executives, Estates Managers, Directors and Heads of Legal.

 Our speakers for this session

Paul Voller

Lily Langlois