For-Purpose M&A

As for-purpose merger and acquisition (M&A) activity rises, how are you positioning your organisation to make timely, well-grounded decisions around whether to pursue a merger, acquisition or not?

Foundstone Insights article

Lead with Intent: Time to Rethink For-purpose M&A?

More than 70% of not-for-profit leaders expect to pursue mergers and acquisitions in the next three years. Yet readiness lags – with only 16% of not-for-profits including M&A in their strategic plan.

Forward-thinking leaders are being proactive in developing a clear M&A strategy and engaging in live market settings.

Foundstone Webinar

Lead with Intent: For-Purpose M&A Strategy and Execution

Industry leaders share unique insights on how organisations are developing and executing on their M&A strategy. Panellists did a great job of bringing a mix of practical insights, approaches, learnings, and potential next steps.

M&A strategy – How to lead with intent

• Define the strategic logic – organisation-wide strategy
• Set clear criteria -board and exec alignment
• Explore impact opportunities (mission-based)
• Test different scenarios
• Be open to exploratory conversations – in market

Foundstone Advisory M&A Services

Below are some of the services we offer in this space:

• Exec/board capacity building and enablement session(s)
• Organisation-wide strategic planning
• M&A strategy – as a component of a broader strategy
• M&A criteria & scenarios
• Assessment of current M&A approach
• Market scan – exploratory conversations
• Due Diligence / financial analysis
• M&A deal advisory

Helpful links

Here are some valuable links on for-purpose M&A:

• Pitcher Partners Not-for-profit survey 2025
• HLB Mann Judd’s Not For Profit Leader’s Report
• Paul Ronald’s M&A article: Mission over reputation: The case for mergers and new business models
• SVA article: The four questions to ask when considering a merger