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The 21/22 Good Merger Index – Launch Event Recording

The ninth edition of the Good Merger Index starts in May 2021 and runs to April 2022 – still a period of disruption with Covid forcing restrictions and peaks of disease.

Our launch event was held on 14th February 2023. Full panelist list below.

Watch the recording to find out the full results of our research and hear what the panelists had to say about mergers and partnerships in the charity and not-for-profit sector.

Our Good Merger Index launch Event Panelists:

  • Duncan Shrubsole, Director of Policy, Communications and Research for the Lloyds Bank Foundation for England and Wales. The Foundation specialises in supporting small and local charities, helping build their capabilities and resilience. We encourage and support charities to network and learn from each other and to develop how they work and collaborate with other charities, sectors and partners
  • Graeme Hodge, CEO of All We Can & Y Care International. He recently oversaw the formation of a close and mutually satisfactory pairing of these two organisations, whilst retaining a clear differentiation between them. This is a fascinating example of how two organisations ultimately decided not to formally merge but found a way to work closely together for maximum impact
  • Stewart Marks, Chief Executive of Rennie Grove Peace Hospice Care, which is completing its merger with Peace Hospice Care to form Rennie Grove Peace Hospice Care. Stewart will be able to share his very current experience of a journey that started several years ag

Good Merger Index Summary Results:

Our report shows that merger activity, already low, declines rather than increases in the period, with just 51 mergers involving 103 organisations – just 0.06% of the c170,000 registered charities in our sector – down from 77 mergers involving 166 organisations in the previous period.

Takeovers remain the dominant form of merger and are at a higher proportion than in previous years. There are even fewer mergers of equals, but interestingly a rise in subsidiary-type models of merger. Certainly, merger is not an easy process but our report also celebrates, particularly in its case studies, those who, with clear strategic purpose, vision and drive HAVE succeeded and lived to reap the benefits.

Speak to our Team

To find out more about how our team of charity, social enterprise and not-for-profit consultants can help your organisation, you can call us, send an email or complete our simple contact form.

Phone: +44 (0) 203 821 6174
Email: sarahc@eastsidepeople.org