1 a tina and philip

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

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],[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 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]

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

1 a tina and philip

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Editor's Notes