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Combining Forces: A Merger Manual for CAAs

2020

Now more than ever, CAAs are exploring mergers as a strategy to improve their sustainability and enhance their efficiency and effectiveness. This new tool and the accompanying webinar can help CAA leaders understand the risks and benefits associated with merging, identify and evaluate potential merger partners, prepare for and approach the merger process, and learn from the experiences of CAAs that have merged in the past. Whether or not your agency is currently contemplating a merger, this tool will help you understand what may be gained by and what should be considered in the pursuit of a strategic merger transaction.

Related Resources:

Sample Confidentiality Agreement

Sample Confidentiality Agreement

Organizations that are possibly merging or sharing services may choose to enter into an agreement to protect any confidential information shared or exposed before and throughout the transaction. Organizations should review this sample confidentiality agreement thoughtfully...

Merger between an Arizona CAA and Non-CAA

Merger between an Arizona CAA and Non-CAA

This case study presents an example of a parent-subsidiary merger between a small, non-profit CAA facing significant financial challenges and a larger, more financially robust non-profit organization providing overlapping social services in the same service area. The case...

Joining Forces: Evaluating Merger Opportunities

Joining Forces: Evaluating Merger Opportunities

Now more than ever, CAAs are thinking about innovative ways to maximize their impact while conserving resources. One method for doing so is a merger with another CAA or nonprofit organization. CAPLAW recently issued a new merger decision-making tool that helps CAA leaders...