Masterclass on Mergers

Thinking about Merger?Are you serious?

Dates & Times

July 19, 2011 @ 12:00 am

Join three leaders in the field to guide you through a masterclass on mergers for charities, with an opportunity to explore your questions in detail.

Lawrie Simanowitz partner in the charities team at Bates, Wells and Braithwaite has taken dozens of charities through the merger process, from a simple takeover of a small grant making organisation to complex simultaneous multiple restructurings of national organisations. He will look at the different legal structures available and take you through a checklist of legal issues including the compatibility of objects and basics of due diligence.

Ben Cairns runs IVAR a leading sector research institute and has been advising on mergers for over 10 years. He has written with BWB a guide to the process of merger (free to all attendees of the masterclass). Ben will discuss some of the reasons that prompt people to think about merger, the warning indicators to look out for, and the groundwork required to give mergers a chance of succeeding.

Ben Hughes is the former chief executive of bassac, the national charity which recently merged with DTA to form Locality - the highest profile merger in the charity sector of last year. He will share his real world experiences, drawing on the downs as well as the ups of merger, and how to safely steer the process through to successful resolution.


Aimed at senior managers, this masterclass will cover:

· The current policy environment

· Reasons for thinking about merger

· Stages in the merger process

· What can help and what can block a successful merger

· Key legal issues

· Living through a merger - tales from the field

To book, please clink on the link below. If you have any queries, please email [email protected] quoting "Thinking about merger".