How we can help
Due diligence for mergers and acquisitions
Our Corporate Finance team has extensive experience of advising on mergers and acquisitions in the charity, not-for-profit and social enterprise sectors. While money does not always change hands for these transactions, risk is always a key consideration and this is where our experts provide invaluable support.
Working with our specialist charity and not-for-profit team, our due diligence advice helps the parties involved to identify, understand and mitigate these risks, which enables all stakeholders to not only satisfy any statutory and legal responsibilities, but more importantly enhance the support that the organisations can provide to the cause.
If these hurdles can be overcome, M&A can help those struggling with funding during and after COVID-19 by becoming part of a well-funded organisation. These organisations will be presented with opportunities, which are not only very attractive financially but can also enhance growth and raise awareness for the cause.
Other strategic options
M&A is part of a range of options for organisations in the sector. Other strategic options, which could solve the issues mentioned above, include back office sharing and supply chain integration.
Charities and Social Enterprises should also consider if their work involves development or innovation of any kind. If this is the case, you may be eligible to submit an R&D tax credit claim, which could provide up to 33% cashback on any qualifying expenditure.
Additionally, it is worth reviewing the terms of any grants rewarded and ensuring where possible you have asked for extensions if you are struggling to fulfil the terms due to furloughing staff or lack of additional donations.