NAIS Financial Sustainability Webinar Series: Mergers, Acquisitions, and Partnerships: A Road Map for Success

Get a practical road map for independent K–12 schools exploring mergers (unifications), acquisitions, and strategic partnerships as pathways to long-term sustainability and growth. Learn how to identify opportunities, evaluate strategic and cultural fit, conduct effective due diligence, and navigate the transaction process from initial discussions through successful integration. Delve into governance considerations, stakeholder communication strategies, and lessons learned from real-world examples. Leave with a clear framework for evaluating collaboration opportunities while preserving mission and institutional strength.

Presenters:

• Chris Massaro, founder, The Source Advisory
• Eric Norman, merger specialist