The Disabled Living Foundation (DLF) is a national specialist charity providing impartial advice, information and training on independent living since 1969. It is a founder member of the Information Standard, a certification scheme for health and social care information, and is a leading source of impartial information and expert advice on independent living, available for the benefit of both the general public and healthcare professionals. In 2014 it became part of the Shaw Trust.
As a smaller charity DLF was asset rich and income poor and was finding it ever-more difficult to increase its income base. The Board made the decision that merger was the way forward, but that the target should be a substantial organisation that would help the charity increase its reach and sustain its future.
The potential merger candidates were to be assessed on vision, a commitment to development of the existing services and their ability to help financially to ensure a sustainable future for DLF.
- Shaw Trust Turnover: £107,897,000
- DLF Turnover: £829,968
- Assets Transferred: £2,569,295
- Merger Model: Takeover with full integration
- Branding: DLF brand retained
DLF engaged Eastside Primetimers to search for and recommend merger opportunities. We identified 27 potential merger candidates based on the brief supplied. We proceeded to evaluate and approach the most likely partners. After the Shaw Trust was selected as a preferred partner, an Advisory Board was set up comprising Trustees and senior management from both parties to structure and negotiate the deal. EP were retained to advise, assist in negotiations and to help co-ordinate both parties. The deal successfully concluded at the end of November 2014 and DLF is now integrated within Shaw Trust, but retains its own identity.
If you would like to learn more about this project or our charity merger services, contact us now on 020 7250 8334 or at firstname.lastname@example.org to arrange a conversation with one of our specialists.