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NFP: MERGERS AND ACQUISITIONS
PANELLISTS:
Lynn Wood FAICD, Director, Save the Children
SPEAKER:
Anne Barker MAICD, Chair, Whitelion Group
David Curd FAICD, Executive General Manager –
Growth Strategy, Endeavour Foundation
Susan Pascoe AM FAICD, Commissioner,
Australian Charities and Not-for-profits Commission
Lynn Wood FAICD
Former chairman GBA
Non-executive director SCA
NFP: MERGERS AND ACQUISITIONS
Case study:
The merger of Good Beginnings Australia (GBA) with
Save the Children Australia (SCA)
SPEAKER:
NFP: Mergers and Acquisitions – Lynn Wood
• The NFP sector
• Good Beginnings
• The Board’s role in the merger
• Principles for a merger
• Key success factors
• Post merger review
AGENDA
4
NFP: Mergers and Acquisitions – Lynn Wood
• 600,000 organisations
• 1 million staff
• More than $100 billion pa turnover
• Funding pressures
• Too much competition
THE NFP SECTOR
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NFP: Mergers and Acquisitions – Lynn Wood
• A good beginning for every child in Australia
• $8m pa
• Strong corporate governance
• Strategic review – collaboration
GOOD BEGINNINGS
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NFP: Mergers and Acquisitions – Lynn Wood
• Market audit
• Chairmen attend each other’s Board meeting
• Principles
• Due diligence
• The decision
THE BOARD’S ROLE IN THE MERGER
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NFP: Mergers and Acquisitions – Lynn Wood
8
NFP: Mergers and Acquisitions – Lynn Wood
• Purpose
• Commitment to grow Australian programs
• GBA brand to continue
• Board member positions at SCA
• Employees and contracts move to SCA
• Specified leadership positions
• Organisation cultures aligned
• GBA’s vision to remain
• GBA approach to inform SCA work
• Prospects with supporters to be checked
• The GBA equity to be applied to Australian
programs
• An independent brand audit
PRINCIPLES FOR A MERGER
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NFP: Mergers and Acquisitions – Lynn Wood
• Clear objectives
• Effective due diligence
• Merger leader
• Alignment of cultures
• Communication:
internal and external
• Specified roles identified
• Better approaches identified
• Post merger review
KEY SUCCESS FACTORS
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NFP: Mergers and Acquisitions – Lynn Wood
• Staff satisfaction
• Better approaches implemented
• Financial impact
• Brand audit
POST MERGER REVIEW
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NFP: Mergers and Acquisitions – Lynn Wood
12
THANK YOU
