SlideShare a Scribd company logo
web:  www.locality.org.uk   email:  [email_address]   tel:  0845 458 8336
Emerging from a Merger Lessons learned from the merger of  bassac  and DTA Tina Winders Director of Finance and Corporate Services  Locality
[object Object],[object Object],[object Object],[object Object],The case for merger
[object Object],[object Object],[object Object],[object Object],[object Object],The catalyst
[object Object],[object Object],[object Object],[object Object],[object Object],Trust
[object Object],[object Object],[object Object],[object Object],[object Object],Perceptions
[object Object],[object Object],[object Object],[object Object],Professional Help
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Costs v benefits
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Process
[object Object],[object Object],[object Object],[object Object],[object Object],What’s in a name?
[object Object],[object Object],[object Object],[object Object],Next steps
locality.org.uk
Part 2 Structures and Legal Considerations Philip Kirkpatrick Co-Head Charities and Social Enterprise Department Bates Wells & Braithwaite London LLP
Spectrum of collaborative arrangements ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Main Collaborative Structures ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Collaboration Checklist ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Collaboration Checklist ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Collaboration Checklist ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Collaboration Checklist ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Basic Merger Structures:  Asset Transfer 1 A B
Issues on Asset Transfer 1 ,[object Object],[object Object],[object Object],[object Object]
Basic Structures:  Asset Transfer 2 A B C
Issues on Asset Transfer 2 ,[object Object],[object Object],[object Object],[object Object]
Basic structures: Group 1 B A
Basic Structures:  Group 2 C A B
Issues with Groups ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Basic Structures:  Federation F M M M M M M
Issues with Federations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Legal Due Diligence ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Legal Due Diligence ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Legal Due Diligence ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Merger Agreement ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Merger Agreement ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Philip Kirkpatrick Partner Co-Head of Charity and Social Enterprise Bates Wells & Braithwaite London LLP p.kirkpatrick @bwbllp.com DD: 020 7551 7835 www.bwbllp.com

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