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All articles and quotes on this page draw from IVAR’s research, particularly from our work with voluntary & community organisations.

 

Is merger right for your organisation? If the answer is yes, where do you start? 

The basics

Why merge? 

 

Voluntary sector organisations start thinking about merger for two main reasons: as a response to funding cuts and anxiety about survival or when an opportunity arises to provide more and better services to beneficiaries. 

Ideas

Vision first, structure second. Working towards a shared vision helps organisations to feel they have something to gain from coming together and, therefore, that some compromises are worth making. 

Even if you enter merger explorations on the back foot, preoccupied by survival rather than growth – it is still important to identify and pursue a positive agenda about change and improvement.

Hear from a recently merged organisation

quote

We’re now a sustainable charity that’s delivering better services for our members and our beneficiaries’

Leah Swain, Community First Yorkshire

Hear from a lawyer

We’ve been working on mergers with Lawrie for over 10 years.

 

Lawrence Simanowitz is a partner at Bates Wells Braithwaite and has worked on 20-30 charity mergers, some of which involved hundreds of organisations. 

quote

Usually, you look back afterwards and think ‘that was the right thing to have done’

Lawrence Simanowitz, Bates Wells Braithwaite

Further reading

Front cover image of Thinking about merger

Publications:

Thinking about… merger

Eliza Buckley, Ben Cairns, Romayne Hutchison, Lawrence Simanowitz


Bringing together the experiences of voluntary organisations and advisors that have contemplated or carried out mergers

Learn more about IVAR