From broken trust to a cooperative acquisition
M&A · Strategy · Facilitation · Program Integration
Years of talk without traction
the opportunity
Two non-profits with like-minded missions were stuck in a holding pattern. For years, they had discussed combining entities in some way. But with dozens of board members and executives holding a diverse range of views, there had been lots of conversation but minimal progress.
In addition, miscommunication and frustration had eroded trust. They needed neutral facilitation to guide them to a shared decision about their futures.
our approach
Facilitate a process that prioritizes the communities they serve
Role Alignment & Situation Grounding
Align on decision makers; and understand strengths, weak spots, strategic intentions, and ambitions of both organizations
Weeks 1-5
Exploration & Direction Decision
Reflect on the current situation, explore four viable options for moving forward, and align on one to bring to both boards
Weeks 6-8
(Two-Part Retreat)
Program Integration
Develop an aligned-on plan for integrating and consolidating programs, services, staff, and locations
8-Week Process
Recommendation & Board Approval
Develop the case/preentation and bring the acquisition recommendation to both boards for review, voting, and approval
Weeks 9-12
In conversation
How we guided two organizations from broken trust to building a shared future together
The RESULT
Two complex teams of executives and board members came unstuck and worked together in order to serve the community holistically and responsibly. The successful acquisition will allow them to remain a healthy, impactful organization for many years to come.
One organization, serving the community together
“Mess Hill created an inviting space and led thoughtful working sessions that gave a wide range of opinions room to be expressed and understood. They listening deeply, with curiosity and openness, turning a difficult challenge into something manageable.
With their support and guidance, we reached an outcome beyond what we thought possible.”
“
President, Board of Directors
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