Nonprofit M&A 101: Roadmap for Successful Combinations

As associations and nonprofits explore new business strategies involving mergers and acquisitions, fluency in the business and legal concepts that underpin these combinations has become an essential skill for leaders across all organizational functions. This includes the C-suite, finance, legal, membership, operations, communications, and others.

In this session, Kevin Serafino of Tenenbaum Law Group, PLLC discussed some of the key business and legal considerations involved in nonprofit mergers and acquisitions. The program covered the full lifecycle of a transaction, from initial discussions and negotiation through legal documentation, navigating political challenges, and closing. The session also reviewed core principles of corporate law, governance, and tax that shape these transactions.

This webinar was created to help participants gain insight into how nonprofits can evaluate potential opportunities, identify the most effective deal structures, design efficient governance models, and address common integration challenges.