NAIS - NAIS Toolkit: Mergers, Acquisitions, and Other Affiliations

Education Institutions Respond to Changing Times

This overview provides details on what schools should consider when thinking about mergers and acquisitions.

A comprehensive look at the process for boards and heads wanting to learn more about mergers and affiliations.

Anne Ogilby, an expert on mergers and acquisitions, outlines what school leaders should know about the process.

Several independent school leaders shared insights gained from their merger and acquisition stories.

Models for affiliations differ based on the goals and needs of the educational institutions.

The commitment of board and school leadership to the idea of consolidation is essential, right from the start.

Have a communication plan, and don’t underestimate the amount and the timing of the communication.

A consolidation can be a perfect way for a school to achieve dreams held back by facilities or resource limitations.

Be aware that abandoning the course may sometimes be the right thing in the moment for all parties.

Acquisition is easier said than done. Both parties must be clear on what they want and what they are exchanging.

Guidelines for individuals vested with the responsibilities of the school’s financial and physical resources.

It is the board’s responsibility to ensure that the school's mission is relevant and vital to the community it serves.