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Mergers & Acquisitions

Combining purpose-driven organizations into a single entity can be fraught with pitfalls, but we approach merger facilitation as an opportunity to consider how multiple entities can come together to have an even greater impact.

We facilitate mergers from start to finish through:

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Leadership for Negotiations: We work with leaders from all organizations involved to establish the steering committee with equitable representation and create a timeline for the negotiations.

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Planning and Conducting Negotiations: We’ll facilitate the negotiating process with the members of the Steering Committee, including discussions about governance, finances, human resources, capital needs, funding, programs and services, and communications.

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Writing and Proposing a Merger Agreement: We’ll prepare a “plan of merger” that outlines next steps, including how each board approves the merger and what happens post-merger.

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Approval of the Plan of Merger: We support the presentation of the plan of merger to each organization’s board to arrive at a decision about what comes next.

Throughout this process, we are mindful of seeking the best outcome for all organizations, with sensitivity and recognition of the challenges that come with combining organizational operations.

Little girl in line at a soup kitchen

Working with Terri Theisen has provided some of the most impactful and professionally satisfying experiences of my career in nonprofit management. I’ve observed Terri thoughtfully facilitate complex discussions among board members and staff designed to allow the organizations to unite into a stronger entity with an enhanced ability to deliver the mission they are so committed to. Terri creates a safe space for organizations to explore strategic partnership and, ultimately, a merger that benefits the mission, the clients, and the community.

Donna Smythe

Experienced Interim Executive Director
(CAPN Clinics, Action Ministries, Atlanta Children’s Shelter)

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  • Mergers & Acquisitions

 

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terri@theisenconsulting.com

(770) 396 – 7344

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