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 
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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 July 22, 2025
There is no getting away from it we need to be agile and lead through change - it is constant!
By Barbra Carlisle July 22, 2025
Newsflash - Leading is not Managing! Why the Distinction Matters For years, many professionals, myself included, assumed that leadership and management were one and the same. After all, both involve guiding people and achieving goals. But in today’s dynamic and complex business environment, understanding the difference between leadership and management is essential. At Glee Coaching, we help individuals and organisations harness the power of both disciplines to drive performance, engagement, and long-term success. What Is Leadership? Leadership is about vision, influence, and transformation. It’s the ability to inspire others, create a compelling future, and guide people toward shared goals even in the face of uncertainty. As John C. Maxwell famously said, “Leadership is influence, nothing more, nothing less.” Leaders focus on: Setting direction rather than controlling outcomes Inspiring trust rather than demanding compliance Fostering innovation rather than maintaining the status quo Research from Harvard Business Review highlights that the best leaders are those who can move beyond titles and focus on action engaging in behaviours that inspire, align, and mobilise others. These leaders are not just visionaries; they are catalysts for change. What Is Management? Management, on the other hand, is about structure, execution, and consistency. It ensures that systems run smoothly, resources are used efficiently, and objectives are met on time and within budget. Peter Drucker, the father of modern management, once said: “Management is doing things right; leadership is doing the right things.” Managers excel at: Planning and organising Monitoring performance Solving problems and mitigating risks Gallup showed that managers are the single biggest factor in employee engagement, accounting for up to 70% of the variance in team engagement levels. This means that effective management isn’t just operational it is foundational to team morale and productivity. Leadership vs. Management: A Strategic Balance Rather than viewing leadership and management as opposing forces, I tend to think of them as complementary disciplines. The most effective professionals know when to lead and when to manage. A helpful rule of thumb I use is that Leaders should be 80% strategic and 20% tactical while Managers should be 80% tactical and 20% strategic. This balance is echoed in a 15-year study by HBR contributor James R. Bailey, who found that the most successful executives blend both leadership and management behaviours adapting fluidly to the needs of their teams and organisations. Issues that my coaching clients bring tend to be around the perceived need of leaders to sit in the transactional tactical doer space. Why You Need Both in Today’s Workplace In a world of hybrid teams, rapid innovation, and constant change, organisations need people who can: Lead with purpose and authenticity Build high-performing, collaborative teams Manage complexity with confidence and agility Gallup’s global engagement data shows that when managers are disengaged, team performance suffers dramatically. Conversely, when leaders are purpose-driven and aligned with their values, they inspire greater commitment and resilience across the organisation. If you're curious about how coaching can support this development, explore our What Is Coaching page . How Glee Coaching Can Help At Glee Coaching, we offer tailored leadership and management development programmes that help you: Discover your authentic leadership style Strengthen your management toolkit Navigate the transition from manager to leader (or vice versa) Build confidence, clarity, and capability Whether you're stepping into your first leadership role or refining your executive presence, we are here to support your journey. Call to Action Ready to explore your leadership potential or refine your management style? 👉 Visit our programmes to discover programmes designed for impact or call Barbra