Disabled Living Foundation

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.

 

Merger rationale

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.

Deal outcome

  • 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

Solution

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 please contact the Eastside Primetimers office on 020 7250 8440.

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Disabled Living Foundation (now part of Shaw Trust)“We chose Eastside Primetimers because they have a highly credible track record in advising charities on partnerships and mergers. Their expert advice, negotiation and co-ordination of all parties, together with their experience of the merger process, has been invaluable in steering the DLF Board to reach what I believe will be a truly good outcome for the organisation’s mission far into the future” Paul Baldwin, Chair, Disabled Living Foundation (now trustee, Shaw Trust)