Mergers & Acquisitions

A successful merger, acquisition, or alliance between two nonprofits can mean greater services delivered to more people in need – all without either organization losing its identity or compromising its values.

The potential advantages include greater economies of scale, improved efficiency in back-office operations, enhanced effectiveness throughout the organization, and broader constituent reach.

The Phoenix Philanthropy Group offers highly specialized experience in this area.

Areas of expertise:

  • Assessment of organizational preparedness for a merger or acquisition
  • Research and identification of potential partner organizations with which to align or merge
  • Creation of comprehensive plans and processes to consolidate organizational cultures, human resources, operations, administrative functions, and programs and services to maximize effectiveness and efficiency without interruption of services
  • Development of merger or acquisition timelines and budget
  • Creation of tactical workplans including strategies to communicate with stakeholders and constituents