Collaboration and Merger Expertise
Trying to decide if collaboration or merger would benefit your clients and community? Our team of experts will guide you through the decision-making process to ensuring you determine the best path forward for your clients and community.
Work with us and benefit from decades of experience guiding groups through every aspect of this process:
Exploration Planning
Evaluate your restructuring options, identify optimal partners, and outline a thorough and collaborative exploration process.
Strategic Communication
Build a communication plan that strengthens your board, employee, donor, and key stakeholder engagement during the exploration and integration process.
Due Diligence
Identify the critical legal, financial, and operational due diligence questions and steps to determine if a collaboration or merger is right for your clients and organization.
Governance
Create the best practice governance structure, processes, and procedures needed to lead the new collaboration or merged entity.
Culture
Intentionally build a single, unified culture designed to enhance outcomes for your clients, community, organization, and employees.
Leadership Coaching
Successful collaborations and mergers require unique leadership skills. We coach leaders through this process, ensuring they have the change management, resilience building, conflict resolution, and team-building skills needed to lead through intense change.
Integration
Structure an integration process that delivers on your intended value sought through your collaboration or merger.