Since 1996, we have facilitated over 30 nonprofit mergers and consulted on and/or led organizational restructuring and turnarounds for dozens of nonprofit and government agencies across the U.S.
Our merger and restructuring services include:
- Mergers: Feasibility analysis
- Mergers: Governance, operations and systems integration
- Organizational restructuring
- Administrative and back-office consolidations and partnerships
- Program partnerships
- Workshops and coaching
How do we work with you?
Our approach is participatory.
- Work with stakeholders to assess feasibility of the partnership/merger
- Craft a vision for success
- Develop the implementation plan
- Coach leadership through implementation (and if necessary, negotiations)
We identify potential risks and issues before they become problems. These may include insufficient revenue diversity, health care costs, decreases in funding sources and other cash flow issues.
Matters of organizational culture, history and politics often rise to the surface during times of major change. We manage everyone’s expectations while facilitating the process. This includes planning for dual scenarios (to merge or not to merge); team building within and across organizations; leadership integration; dual reporting relationships; and conflict management.
Learn More: Not sure whether your organization should consider a merger? See our Nonprofit Merger FAQs
Example list of JGA’s merger and partnership clients:
- Eastside Employment Services: Merged into Vadis
- Family and Adult Service Center: Merged into Compass Housing Alliance
- Greater Lakes Mental Health: Affiliated with Multi-Care Health System
- National Renewable Energy Laboratories: Multi-office partnership within US Department of Energy
- Navos Behavioral Health Solutions: Affiliated with Multi-Care Health System
- Seattle United: Merged select soccer programs of eight clubs within the Seattle Youth Soccer Association
- Seattle Children’s Home: Merged into Navos Behavioral Health Solutions
- Seattle Colleges Foundation: Merger of multiple college foundations into single foundation
- Temple Beth Am: Acquisition of Stroum Jewish Community Center’s Seattle Early Childhood School
- Vancouver United: Merged three soccer clubs into a larger and stronger united club
- Washington Low Income Housing Alliance: Merged Washington Low Income Housing Congress and Network
Jan Glick & Associates offers overview and in-depth nonprofit merger training workshops for individual organizations, management support organizations, foundations and trade associations. To learn more about which workshop may best serve your audience, please contact us.
How to Navigate a Nonprofit Merger is a half-day workshop for board members, executive directors, funders and consultants. The workshop emphasizes:
- What are appropriate reasons to pursue a merger?
- How might my organization’s programs operate following a merger?
- Overview of merger feasibility, due diligence and facilitation processes.
- Key issues in nonprofit mergers: Cultural, political, and technical factors.
- Managing expectations & overcoming barriers
- Merging boards and staffs
- Resources available for assistance
For a more complete description of nonprofit mergers, download Jan’s comprehensive presentation on what to expect in a merger
Mergers & Restructuring Testimonials
On behalf Seattle Colleges Board of Trustees, my staff, and all foundation volunteers, I want to thank JGA for effective and professional assistance to our work of integrating our separate college philanthropic foundations into a single foundation over the past 12 months. The depth and breadth of your experience with non-profit mergers, your combined skills […]
The board of directors and leadership staff at Navos (Behavioral Health Solutions) have great appreciation and respect for the outstanding guidance we received from our consultant Jan Glick. Jan trained us in the different models of merger, acquisition and affiliation. He led us through discernment activities that helped us become specific about what we hoped […]
JGA’s facilitation process, depth of knowledge and broad experience helped our board proceed with confidence through succession planning which led to a merger with another, larger non-profit. Jan’s deft handling of diverse personalities helped us sail through issues that might have otherwise been challenging. The merger went very smoothly and JGA’s expertise, approach and style […]
Jan Glick was instrumental in encouraging our Board to do what we knew had to be done. With his guidance and motivation, our Board was able to find the strength, energy, and confidence to make bold moves in the areas of policy, structure, financial oversight, event management, and succession planning, that all contributed to our […]