Charity mergers

Leading advisers on charity mergers and transfers of operations

We have advised several leading national charity mergers and transfers of operations, including the transfer of all or part of the charity’s operations to another charity or charities, or the creation of a new charity by a number of existing charities.

We work closely with trustees, directors, company secretaries and legal departments in the initial consideration of the proposed merger, confidentiality agreements, structuring of the deal, completion of the due diligence exercise and the negotiation of the transfer agreement with the other professional advisers.

Certain issues may require assistance from the Charity Commission and we have excellent dealings with the Commission enabling us to negotiate on our clients’ behalf.

Key services and issues

  • Articles of Associations
  • Confidentiality agreements
  • Due diligence
  • Transfer agreements
  • Register of mergers
  • Dealings with the Charity Commission

Contact us

Contact our team today for expert legal advice and support.

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    Case studiesView all

    Charity merger: National Childbirth Trust

    Ian Hempseed

    We advised the National Childbirth Trust on its merger with the Midwives Information and Resource Service (MIDIRS). We advised the National Childbirth Trust on this merger including negotiating and concluding a framework merger agreement.

    View Case study

    Cross border charity merger

    Ian Hempseed

    Advised Outward Bound on the transfer of the Omani operations of a subsidiary charity to an NGO registered in Oman. Outward Bound operated a subsidiary charity in Oman to use its wild deserts and mountain landscape to develop life skills through challenging outdoor journeys.

    View Case study

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