Brodies LLP

Day

Tuesday 4 February

Time slot

11:00-12:00

This event took place about 1 year ago

Room

Fintry auditorium
Wheelchair accessible

Contact

Rachel DeVinny

Topics

Health & social care Finance, funding & fundraising Governance, strategy & legal

Overall aim

• When it is worth considering a merger and the essentials to think about
• Who the right merger partner might be
• An understanding what the merger process looks like
• What advice is needed and when
• The role of the charity trustees – significant decisions and how to make them

Description

The charity trustees of Borides, a charity delivering social care services, have resolved to look for a similar charity to merge with. What happens next? Experienced charity lawyers will stand in the shoes of the charity trustees as they take attendees through the complex journey of a merger outlining the critical phases from initial discussions through due diligence to completion and beyond. A panel of experts from other areas will be on hand to answer questions throughout the "journey".

Attendees will gain insights into common challenges, unexpected hurdles, and practical solutions at each stage of the process. This event aims to equip charities and third sector organisations with essential knowledge and confidence to make informed decisions and navigate successful mergers, empowering them to strengthen their missions and extend their impact.

Who was the event aimed at?

Trustees

Who spoke at this event?

Kenneth Pinkerton, Lynne Marr, Martin Sloan, Isobel d'Inverno, Rhona Delaney