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Merger Samples and Tools

1. Bring both boards together to discuss and sanction the merger process
2. Board chairs kick off due diligence
3. Identifying due diligence questions
4. After due diligence, bring the boards together
5. The report executive summary

5. The report executive summary

Following is an executive summary of the final report of the NFS-CMC merger retreat.

The board presidents of each organization together created a joint merger committee of representatives of both NFS and CMC. This committee-along with several sub-committees, met during the spring of 2000 to address four broad areas.

1. Mission and organizational values:   How are our values and mission congruent?
   
   Agreement:   The most important value that should drive the decision process is maximizing services to clients. The mission and values of NFS and CMC are congruent and compatible. A merger will contribute to the betterment of the people we serve.
   
   
2. Finance and budget:   What financial resources do the two organizations bring to the table. Where are the opportunities and risks?
   
   Agreement:   The current and projected finances of the two organizations-when looked at individually and collectively-support merger, While the "due diligence" has been limited by time, there are clearly great opportunities to serve existing and new clients and the communities we represent.
   
   
3. Funders and community supportt:   How do we check in with our different constituents? How and when do we communicate with the full range of stakeholders?
   
   Agreement:   With proper communication and continued relationship building, a merger will not negatively impact any of the current relationships.
   
   
4. Legal and governance:   What technicalities need to be fulfilled during a merger process?
   
   Agreement:   There are no legal issues faced by each organization that would preclude merger. Decisions relating to the implementation of any merger decision will be made after the merger decision.
   
   

RECOMMENDATION:   The merger committee unanimously recommends merger. An implementation committee will be designated to work with management in the coming months.