Find the Right Match for Your Mission
The right strategic partner can accelerate impact, strengthen sustainability, and expand what’s possible for your organization. Whether your organization is exploring growth, succession planning, program expansion, geographic reach, or sustainability challenges, we guide a thoughtful and confidential process to uncover powerful partners that make strategic sense.
ASSESS
Establish clear decision-making criteria such as mission alignment, population overlap, community impact, scalability, cultural fit, and financial health.
DISCOVER
Engage in informal conversations with potential partners across sectors about shared goals, strengths, and challenges, laying the groundwork for potential collaboration or affiliation.
APPROACH
Create a compelling document that outlines the rationale for partnership, merger, or affiliation—highlighting mutual benefits, shared objectives, operational efficiencies, and funding potential—to build internal and external support.
STRATEGY
Involve key staff and board members in assessing partnership opportunities, gather input to refine priorities, and present a recommendation to the board to approve next steps with identified top-priority partners.
Connect with a merger specialist
We take a collaborative and customizable approach to every engagement, tailoring our process to reflect each organization’s unique goals, culture, priorities, and community voice rather than applying a one-size-fits-all model.