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Mergers & Partnerships

Do you want to explore how a potential merger or partnership could enhance services and boost your organisation?
Eastside People Consultancy Services Partnerships & Mergers High Res

Why Eastside People?

We can help you explore how partnerships and mergers in the charity sector can enhance your services and transform your organisation.

Our service has enabled many partnerships to be established including the successful completion of 36 charity mergers, which has protected £138,826,000 of charitable services. In addition, our team of charity merger experts has supported 97 charities to complete a successful merger.

How we can help?

With over 20 years of experience and expertise in this area, we are here to support you at each stage of the partnership and merger process by:

  • Providing free roundtable discussions to build your knowledge with peers and experts on partnerships and mergers
  • Facilitating Board discussions around partnership and merger models
  • Searching and securing the right partner
  • Undertaking due diligence
  • Ensuring the successful implementation and governance of each unique partnership with experts in merger management
  • Staying with you beyond the ‘go live’ date to offer tailor-made implementation support as needed
  • Using our recruitment team to secure senior level resource for the new partnership or merger organisation.

How we work

Eastside People is made up of a small core team who will match you with very experienced consultants or interims from our community of professionals. We will then work together as an extended and trusted part of your team helping bring your plans to reality.

Please contact us if you would like to know more, a confidential discussion can be arranged remotely or face to face at your earliest convenience.

With a wealth of experience and expertise in this area, we are here to support you at each stage of the partnership and merger process.

Cara Evans, Head of Partnerships and Mergers

Partnership and Merger Services

Free Round Table Merger discussion

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Alongside our consultancy services, we also host a series of free round tables exploring the leadership challenges of delivering a merger or partnership. These are closed events, conducted under Chatham House rules, which we limit to around 20 chief executives, senior managers and trustees per session.

As development sessions, the round tables offer the chance to learn from peers and to discuss both the challenges and opportunities partnerships and mergers can present. As leading experts in the sector, we will also share our unique experiences of the marketplace with you. If you are interested in attending a free round table, please Register your Details.

 

Charity Partnership and Merger Workshops

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Before engaging with potential partners, it is important to ensure that all relevant internal stakeholders (board members and senior leaders) understand the processes behind forming a strategic partnership or merger; what the potential risks and benefits are; and how best to engage with prospective partners.

In these half-day workshops, we are able to ensure common understanding and draw out and debate stakeholders’ views of the benefits and challenges of different scenarios, as well as surfacing any ‘red lines’.

Please contact us if you are interested in holding a Partnership and Merger Workshop for your organisation.

Partner Search and Approach

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Finding the right partner for a strategic partnership or merger means ensuring all suitable organisations have been identified, researched, and considered. With over 10 years’ experience of delivering professional search and approach projects, we will co-produce with you a clear brief and a prospectus to share with potential partners.

We will research using our extensive contacts and networks, as well as conducting external desk-top studies. We will then help you to evaluate the opportunities against your initial brief, creating detailed profiles of short-listed candidates; and support you by facilitating approaches to and meetings with potential partners.

Please contact us if you are interested in a discussion about finding new partners.

Feasibility study and Due Diligence for Partnerships and Mergers

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Once boards have decided to explore a strategic partnership or merger, they need to consider the financial and non-financial case in more detail. Our independent feasibilities explore 14 crucial areas of enquiry, so that boards have the right information to make an informed decision around whether to proceed or not.

In advance of a final decision to proceed, we offer a formal due diligence service for each organisation to highlight any key governance, financial or management risks and to offer independent confirmation to boards that each organisation’s situation is as it has been described during feasibility.

Please contact us if you are interested in understanding more about feasibility and due diligence.

Merger Project Management and Implementation

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We dovetail our experience of project management and implementation with that of your team to develop a detailed delivery plan which covers critical issues such as: governance, risk, integration, Culture, Workforce & HR, communications, regulatory compliance, charity strategy and business planning.

Our support continues for as long as you need it and in the form that best suits you recognising the partnership ‘go live’ date is not the end of the journey, but the beginning.

Please contact us if you would like to know more about partnership and merger implementation.

Third Party Merger Resources

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You can read them here.