Education Institutions Respond to Changing Times
This overview provides details on what schools should consider when thinking about mergers and acquisitions.
NAIS Toolkit: Mergers, Acquisitions, and Other Affiliations
The history of independent schools is filled with consolidation—think of the number of schools with hyphenated names or ampersands in their monikers. Since the turn of the last century, many schools have found ways forward by joining forces. Mergers and acquisitions can offer paths to financial, demographic, and programmatic sustainability for schools needing to reposition themselves or those considering strategic expansion. The contemporary landscape of school consolidation is far more complex than it was in the past, as independent schools today operate under a far-reaching regulatory regime and answer not just to their boards, creditors, and accreditors, but to local, state, and federal authorities. Despite the complexities, strategic realignment through a merger or acquisition could present a valuable opportunity for some schools.
Start Here
What Boards and Heads Need to Know
A comprehensive look at the process for boards and heads wanting to learn more about mergers and affiliations.
Deep Dive
10 Tips for Independent Schools Considering Mergers
Anne Ogilby, an expert on mergers and acquisitions, outlines what school leaders should know about the process.
Insights from Independent School Merger Experiences
Several independent school leaders shared insights gained from their merger and acquisition stories.
10 Tips for Educational Institution Affiliations
Models for affiliations differ based on the goals and needs of the educational institutions.
A Market-Driven Merger: Prospect Sierra School
The commitment of board and school leadership to the idea of consolidation is essential, right from the start.
A Partnership of Equals: Springside Chestnut Hill Academy
Have a communication plan, and don’t underestimate the amount and the timing of the communication.
An Optimization of Resources: Greenwich Country Day School
A consolidation can be a perfect way for a school to achieve dreams held back by facilities or resource limitations.
The Merger That Couldn't
Be aware that abandoning the course may sometimes be the right thing in the moment for all parties.
An Acquisition: Viewpoint School
Acquisition is easier said than done. Both parties must be clear on what they want and what they are exchanging.
Video: Mergers and Other Affiliations: Essential Understandings and Processes
Best Practices
Business Officers
Guidelines for individuals vested with the responsibilities of the school’s financial and physical resources.
Board of Trustees
It is the board’s responsibility to ensure that the school's mission is relevant and vital to the community it serves.