WFN Consulting’s Mergers and Acquisitions Practice is designed to help non-profit entities identify and explore potential synergies and provide guidance on how to evaluate the long-term efficacy of a potential acquisition to ensure success.
Does this transaction make sense for us? Are their skill-sets and services that will enhance our organization? These types of questions are the starting point for WFN to assess the viability of a potential MGA transaction for our client. How do you balance the short-term potential versus the long-term implications of such a deal?
Proper Due Diligence:
What are the financial implications for this potential merger? Are there real-property asset rules in place by virtue of previous grant obligations? What are the implications “culturally” by adding or subtracting influential board members? This is just the starting point as every aspect of the potential merger must be thoroughly vetted to understand the complex integration cycle inherent in MGA.
Once the deal is finalized, how are the multiple “moving-parts” integrated to ensure the operational capacity is not diminished during the transitional phase? Is the strategic shift made in a logical framework that allows for continuity?