Charity Mergers

If you are involved in a charity merger, we undertake the essential legal due diligence, in co-operation with your accountants. We are experienced in dealing with the additional elements which charity law adds to the normal range of commercial aspects of a merger. Issues can arise about TUPE or about the transfer or otherwise of endowments or whether a transferring charity should indemnify for liabilities which it would if it were a private enterprise transaction and indeed whether the transaction is one which the charity director trustees can prudently undertake consistent with their duties.

We advise on the issues, draft the documentation and negotiate on your behalf.