Nonprofit Mergers & Restructuring
We guide nonprofit organizations through mergers, dissolutions, and strategic transitions while protecting charitable assets and mission integrity.
Our work includes nonprofit mergers and asset transfers; dissolutions; corporate restructuring and reorganizations; strategic affiliations and collaborations; joint ventures and joint venture entities; and the use of subsidiaries, controlled organizations, and for-profit affiliates.
Experience Includes
Transactions & Structural Change
- Advising organizations through nonprofit mergers, wind-downs, and mission-driven asset transfers
- Structuring reorganizations to address governance, financial, or operational transitions
- Counsel on strategic affiliations and formal collaborations between nonprofit entities
- Drafting and negotiating joint venture arrangements in furtherance of charitable purposes
- Evaluating the appropriate use of subsidiary or affiliated entities to support programmatic goals
Governance, Risk & Implementation
- Guiding boards through fiduciary and regulatory considerations during transformative transactions
- Assessing risks and compliance issues associated with restructurings and combined operations
- Advising on the formation and oversight of controlled entities and related organizations
- Supporting the integration of governance, management, and charitable assets following a merger
- Counseling on the use of taxable and tax-exempt structures in complex organizational models