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Charity mergers: sector trends and practical insights

Discussion with Anand Shukla, Chief Executive The Henry Smith Charity, Jo Land, Group Chief Executive at Avenues Trust Group & law firm Bates Wells.

Event Date: 13.05.2025

Event Location: 16:30 to 18:30, Bates Wells, 10 Queen Street Place, London EC4R 1BE.

Bates Wells merger round table 13th May 2025 website banner people at a round table event.

If your charity is thinking about a merger, or you would simply like to learn more about the process, join us, Bates Wells and sector leaders who have lessons to share for a seminar all about mergers on 13th May 2025.

Merger can often seem like a challenging and complex process. In this session, we will share the latest sector research, demystify the merger process, point out pitfalls and provide practical recommendations.

We’ll be joined by charity leaders Anand Shukla, Chief Executive at The Henry Smith Charity and trustee of the Richard Thornton Foundation, and Jo Land, Group Chief Executive at Avenues Trust Group and trustee at Pathway UK. They will be sharing stories and insights from experience steering their charities to successful mergers.

The session (held under Chatham House rules) will cover:

  • The latest merger trends
  • When merger is the right decision for your organisation
  • Finding a partner and getting stakeholders on board
  • Structures and options for merger
  • Common obstacles
  • Key legal and other steps
  • Case studies and practical tips.

We produce the Good Merger Index and have supported many charities through the merger process. Bates Wells has advised on hundreds of mergers large and small in recent years.

Run under Chatham House rules, attendees can learn from peers & sector experts & ask questions about charity mergers in a safe and confidential environment.

Cara Evans, Head of Partnerships & Mergers, Eastside People

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Contact us to find out how our team of charity, social enterprise & not-for-profit consultants and recruiters can help your organisation.

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Phone: +44 (0) 203 821 6174
Email: [email protected]