How to Navigate Mergers and Demergers

Barbra Carlisle • May 1, 2025

Hold position or yield, or even collaborate - approaches to mergers and demergers

While there are considerably few charitable mergers now than 10 years ago in the UK the total value of merger delas in 2023-24 hit £192 million. And last year there was a 31% increase in mergers.

Leading a merger whether it is a strategic opportunity or a last resort can be a nightmare, even when everyone is ‘on the same page’.

The Charity Commission for England and Wales reported in its 2022 guidance on charity mergers that while mergers can deliver stronger services, cost savings are rarely immediate and cultural alignment is the biggest risk factor. Here we focus on the latter.

Due diligence is non-negotiable.
Beyond finances, leadership teams must examine organisational values, governance structures, and service delivery models.
Engage, engage, engage stakeholders

Research by ACEVO (Association of Chief Executives of Voluntary Organisations) found that poor communication during mergers was the leading cause of disruption and dissatisfaction among charity staff and volunteers.

I remember walking into a room of board members of a recent LSVT who were all smiles, saying it had been a wonderful experience for all involved. An hour later I walked into a room of tenant representatives…. Guess what they told me? A totally different story! Engage early!

Demergers are not failures.
The NCVO (National Council for Voluntary Organisations) points out that demerging can sometimes be the best way to refocus mission and impact. Clear exit strategies and open communication are critical.

Matt Cliff, CEO of the recently demerged Bradbury Fields told me he was energised to be focused on the organisation’s core purpose now.

Tips to navigate success:
✅ Build a joint vision early

✅ Respect legacy and culture

✅ Communicate transparently with beneficiaries, funders, and the public

Reflection: 
If your organisation is considering a merger (or undoing one), have you put culture and communication at the centre of the strategy?
Whats App Barbra on 07952 311806 to share your thoughts on this article or email barbra@gleecoaching.com 
Share and repost to someone who you might think get some value from reading it. 




Sources:
Charity Commission for England and Wales, Making Mergers Work: Guidance for Charities, 2022
ACEVO Speaking from Experience: Charity Mergers and Collaboration, 2021
NCVO, Thinking About a Merger? Practical Guidance for Charities, 2022
Eastside People Ltd -website accessed 27th April 2025

By Barbra Carlisle May 1, 2025
A 2023 survey by The King's Fund revealed that 62% of charity CEOs and 54% of NHS trust CEOs reported feeling "often" or "always" exhausted. Ok so iits not 75% or 80% but it is higher than it should be! The reality: There is no such thing as a perfect balance but there are sustainable practices. I have kept this post short to encourage you to read it, and then go and take one positive step forward to improving your work life balance. Could you… 1 . Set clearer boundaries for yourself and others?. The Chartered Management Institute (CMI) recommends CEOs implement "protected time" policies — such as no-meeting Fridays or setting hard stops on email access outside working hours. My diary is time blocked, colour coded with reminders. 2. Prioritise peer support. According to ACEVO’s CEO Wellbeing report, peer groups and coaching dramatically reduce feelings of isolation and burnout among leaders. Guests on The Unlikely Executive podcast regularly tell me that peer groups reduce the feelings of loneliness. 3. Recognise that micro-recovery matters. Studies by the University of Manchester show that short, deliberate breaks (even 5–10 minutes) increase cognitive resilience in high-stress environments. I used to walk along Camden canal for 15 minutes and often had a brainwave! 4. Reframe balance as a dynamic concept. The Mental Health Foundation suggests treating work-life balance like "a dance, not a destination" allowing flexibility and seasonal shifts in work focus without guilt. If you have a dip at 2pm, recognise this and avoid hefty meetings at this time. 5. Invest in personal leadership. Self-awareness and self-management, key components of emotional intelligence, are the bedrock of sustainable leadership (CIPD Learning & Development Survey, 2023). Coaching can help you keep perspective and enjoy your role. Question: If you were to audit your current wellbeing, what one small change could you make this week that would pay dividends? If you have any thoughts on this post do email barbra@gleecoaching.com or what’s app her on 07952311806 Repost to someone else you know who could benefit from a bit sized moment on achieving work life balance. ________________________________________ Sources: • The King's Fund, The Wellbeing of Leaders in Health and Care, 2023 • CMI (Chartered Management Institute), Leading in a Changing World, 2022 • ACEVO, Leading Wellbeing: The Health and Wellbeing of Charity Leaders, 2022 • University of Manchester, Cognitive Resilience and Recovery Research, 2021 • Mental Health Foundation, Work-Life Balance: A Review of the Evidence, 2022 • CIPD, Learning and Development Survey, 2023
By Barbra Carlisle May 1, 2025
Coaching is often discussed as a powerful tool for personal and organisational growth — but is it really worth the cost? And what should you expect to invest? Let’s unpack the true value of coaching for leaders — with a specific look at what it costs in the UK and why it might (or might not) be the right decision for you. Leadership coaching varies widely in price depending on the coach’s experience, the format, and the depth of the programme. I would also argue that it is based on what the client is willing to pay, and their perception of coaching as a valuable learning tool. 🔹 Hourly Rates: According to the Institute of Leadership and Management (ILM) 2023 Coaching Revolution report, leadership coaching in the UK typically ranges from £150 to £500 per hour. Other studies suggest that coach rates vary depending on which part of the UK you are in, and what type of coaching you are looking for. In effect prices ranged from £60 to £600 per hour! 🔹 Programme Packages: Structured programmes where a client works with a coach for six to twelve months tend to range between £3,000 and £15,000. Variations depend on what the client wants as part of that package, as well as the core coaching charge from the coach. A coaching package may include psychometric and diagnostic assessments (like 5 Voices and Emergenetics), goal setting, and outcome reviews. It can involve a on hand coach, available at the end of a phone when needed. 🔹 Group vs. Individual Coaching: Some organisations use group coaching (for example, with leadership teams), which reduces costs per head while still delivering significant benefits. The downside is that deeper personal issues that are blocking leaders views of themselves would not be explored in group coaching sessions, due to levels of psychological trust, the goals of the group coaching and time constraints, and more importantly to protect the wellbeing of coaching participants. Important!!! Accreditation matters. Look for coaches accredited by EMCC UK, AC UK (Association for Coaching), or the ICF UK Chapter. Experience matters. Coaches with board-level leadership experience or specialist expertise (e.g., merger integration, scaling organisations) often charge more. Why Invest in Coaching It’s not just about having someone to talk to. Research consistently shows that coaching delivers measurable benefits: ✅ Improved Performance: The Chartered Institute of Personnel and Development (CIPD) found in its 2023 Learning and Skills at Work report that 71% of organisations that invest in coaching reported noticeable improvements in individual performance. ✅ Enhanced Leadership Capability: 67% of organisations noted stronger leadership abilities among coached individuals which can be critical for succession planning and strategic resilience. ✅ Greater Organisational Success: A 2021 study commissioned by BEIS (Leadership and Management Skills in SMEs) found that UK businesses with structured leadership development including coaching, are more than twice as likely to survive and grow compared to those without. ✅ Wellbeing and Retention: In a separate 2022 report from ACEVO, charity CEOs who accessed regular coaching or mentoring support reported higher resilience, lower burnout rates, and longer tenure. I would also argue that giving your people space to think, shout, cry, explore and dream is the best employee benefit you can gift your employee. When to Consider Hiring a Coach? Coaching isn’t a "nice to have" though people only tend to turn to coaching at moments of crisis, rather than moments of opportunity. Here’s when investing in a coach could be transformative: 📈 During Organisational Growth or Transition: If your company is scaling, merging, restructuring, or navigating crisis, leadership demands shift rapidly. Coaching can help you adapt your leadership style and strategic focus. 🧭 When Stepping Into a New Leadership Role: First 100 days in a CEO role? First major Board appointment? A coach can be a critical sounding board and help you avoid early pitfalls. 🛠️ When Facing Strategic Complexity: If you’re making decisions that impact the long-term future of your organisation — culture shifts, major hiring, big pivots — coaching can bring needed clarity. 💬 When Feeling Isolated: Leadership can be lonely. Coaches offer confidential, non-judgmental spaces to explore ideas, doubts, and ambitions. How to Choose the Right Coach Finding the right coach matters more than finding the cheapest coach. Here’s a simple checklist to consider: ✔️ Accreditation: Look for affiliation with recognised bodies like EMCC UK, ICF UK, or AC UK. ✔️ Chemistry: Successful coaching relationships are built on trust. Always ask for a chemistry session before committing. ✔️ Evidence of Outcomes: A credible coach should be able to show anonymised client success stories. You may be wondering if the coach should have experience in your sector. In my view sector experience is not necessary, though it depends on whether you want your coach to also act as a mentor, where lived experience may be advantageous. Remember Coaching is not a shortcut. It doesn’t guarantee results overnight. But for leaders willing to invest time, energy, and honest reflection, coaching offers one of the highest returns, not just for you, but for your entire organisation. When leaders know WHY they are working with a coach, WHERE they want to get to, WHAT outcomes they expect then positive results and commitment to the process are more likely. Question: If you had access to a trusted, expert partner focused entirely on your growth, where could you be six months from now? Get in touch with barbra@gleecoaching.com to talk through any questions you have on the back of this article. Repost and share to let more people know about the potential costs and benefits of coaching. ________________________________________ Sources • Institute of Leadership and Management (ILM), The Coaching Revolution report, 2023 • CIPD, Learning and Skills at Work Survey, 2023 • Department for Business, Energy and Industrial Strategy (BEIS), Leadership and Management Skills in SMEs: Evidence Review, 2021 • EMCC UK (European Mentoring and Coaching Council UK) • ICF UK Chapter (International Coaching Federation UK) • ACEVO, Leading Wellbeing: The Health and Wellbeing of Charity Leaders, 2022
More Posts