- Charities & Social Enterprise
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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
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
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
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
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
Welcome to the Autumn/Winter 2017 edition of Hempsons Charities and Social Enterprise newsbrief
Welcome to the Summer 2017 edition of Hempsons’ Charities and Social Enterprise newsbrief
In the past six months the Charity Commission has launched or concluded a number of statutory inquiries where a charity has failed to report a serious incident. Then in September it updated its guidance on when and how to report a serious incident.
We all know the key role your brand plays in building awareness of your charity with its beneficiaries and in driving engagement with donors, but how do you maximise and protect its value?
It was something I heard debated around the time the Social Value Act was being put together: an earlier draft of the legislation had included a definition of ‘social enterprise’ with the idea being that only social enterprises (with a capital ‘S’ and a capital ‘E’) could benefit. However, this was ultimately rejected in the parliamentary process leaving open the possibility that anyone who wanted to (even the private sector) could offer social value as part of a public sector procurement process and get the same credit for it as a CIC or a charity or someone else traditionally seen as part of the ‘not for profit’ sector.
We spoke to Dr. Gillian Holdsworth, Managing Director of SH:24 about the background of the service, its aims, and what the future holds. Dr Holdsworth is a medically qualified public health consultant who works in population health.
The EAT has confirmed in Dudley Metropolitan Borough Council v Willetts and Others that