Charity Partnerships & Mergers

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Eastside People

A community of experienced professionals from diverse industries and backgrounds focused on helping social sector leaders to build the capacity and impact of their organisations.

Eastside People

Charity mergers and partnerships and specialist services

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A grant-giving organisation providing funding and professional support to community charities, voluntary organisations and schools to help make a positive and sustainable impact.

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Interim Management – Source senior level talent on an interim basis

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Why Eastside People?

Eastside People provides professional advice, support and thought leadership around social sector strategic partnerships and mergers, which we believe can be crucial to effective and sustainable delivery of your services.

Why Partner?

Partnerships with both non-profit and for-profit organisations can help you to:

Drive service synergies
Increase reach
Enhance chances to retain or win contracts
Create service innovations
Achieve a more powerful voice
Diversify funding
Attract an improved talent pool
Create efficiencies and economies of scale.

What can EP Help You With?

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 from:

Providing roundtables and thought-leadership to build your knowledge
Facilitating Board discussions
Finding and securing the right partner
Undertaking due diligence
Ensuring the successful implementation and governance of each unique partnership
Staying with you beyond the ‘go live’ date to offer tailor-made implementation support as needed.

Our Results

Our advisory services have enabled countless partnerships to be established making use of a variety of informal and formal structures including the successful completion of 33 mergers which have resulted in the transfer of £97.5 million of charitable services.

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.

Tracey O'Keefe, Account Director - Partnerships & Mergers

Additional Partnership & Merger Services

Working Together

Our approach is to match you with the right specialists from our community of professionals, and then work together as an extended and trusted part of your team helping bring your plans to reality.

Please contact us if you are interested in having a confidential discussion about potential partnerships and/or mergers.

Free Round Tables

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.

Partnership and Merger Workshops

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

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 and Due Diligence

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.

Implementation

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, HR, communications, regulatory compliance, 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.

Download our Good Merger Guide for a practical guide to the different stages of merger.

View the latest Good Merger Index for our leading sector research and case studies on recent mergers in the sector.