Charity mergers

Leading advisers on charity mergers and transfers of operations

We have advised several leading national charity mergers and transfers of operations, including the transfer of all or part of the charity’s operations to another charity or charities, or the creation of a new charity by a number of existing charities.

We work closely with trustees, directors, company secretaries and legal departments in the initial consideration of the proposed merger, confidentiality agreements, structuring of the deal, completion of the due diligence exercise and the negotiation of the transfer agreement with the other professional advisers.

Certain issues may require assistance from the Charity Commission and we have excellent dealings with the Commission enabling us to negotiate on our clients’ behalf.

Key services and issues

  • Articles of Associations
  • Confidentiality agreements
  • Due diligence
  • Transfer agreements
  • Register of mergers
  • Dealings with the Charity Commission

Case studiesView all

  • Charity merger

    We advised Deafness Research UK on its merger with Action on Hearing Loss. We advised the Chief Executive and the Board of Trustees on the options for structuring the merger and helped the client to identify their core requirements which should be protected in a merger.

    View Case study
  • Charity merger

    We advised the NSPCC on its merger with ChildLine. We worked closely alongside our client, the NSPCC, in advising on the transfer of the ChildLine charity to the NSPCC.

    View Case study
  • Charity merger: National Childbirth Trust

    We advised the National Childbirth Trust on its merger with the Midwives Information and Resource Service (MIDIRS). We advised the National Childbirth Trust on this merger including negotiating and concluding a framework merger agreement.

    View Case study
  • Cross border charity merger

    Advised Outward Bound on the transfer of the Omani operations of a subsidiary charity to an NGO registered in Oman. Outward Bound operated a subsidiary charity in Oman to use its wild deserts and mountain landscape to develop life skills through challenging outdoor journeys.

    View Case study

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Free Trustee Training workshops – Autumn 2018

These free trustee training workshops will help charity trustees, and also Chief Executives, to understand the responsibilities of trustees and the demarcation of roles between them and the Chief Executive.

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