MERGERS ORDER FORM
February 2006

Please select the articles desired and click submit at the bottom of this form.

Compiled by the Severson National Information Center, Alliance for Children and Families, 11700 W. Lake Park Drive, Milwaukee, WI 53224. Phone: 414-359-1040 or 800-221-3726, extension 3615; Fax: 414-359-1074; E-mail: severson@alliance1.org.  For additional information about mergers, please contact the Severson Center. Single copies of articles are available free-of-charge to Alliance members.

 [Non-members may inquire about our fee-for-service assistance. Minimum fee = $125 per hour. Address questions to: severson@alliance1.org]

If you would prefer to order via fax or regular mail, click here for a .PDF of this bibliography.


THIS ORDER FORM IS FOR ALLIANCE MEMBERS ONLY

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NAME:

AGENCY/ORGANIZATION:

MAILING ADDRESS:

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E-MAIL:

PHONE: (with area code)

Clicking on the hyperlinks will open a new window, which you can then close to return to this form.
** Please note: items with Workforce hyperlinks require you to first register at their site (free.)

Anatomy of a merger. #7555
Snapshot of one non-profit agency’s march into the new era of mergers. Written by Richard Dina, formerly President and CEO of Children’s House, Mineola NY, and Philip Mickulas, formerly Executive Director of West Nassau Counseling Center.

Best practices of mergers and acquisitions. 2002. #865
Proven and practical approaches to a merger, including communicating with spouses, answering benefits questions ASAP, and being willing to listen to employees.

Building an organization to last: reflections and lessons learned from Seachange. 2003. #6233.
The mergers of SeaChange and the National Gathering of Social Entrepreneurs to create Social Enterprise Alliance

Changing organizational cultures: the challenge in forging successful mergers. 2003. #4666
Case study and discussion of the literature on the “people” aspect of successful mergers.

Child Guidance Clinic proposed merger criteria. 1997. #5981
List of considerations for merger between Child Guidance Clinic, Dallas TX and other local nonprofit community service organizations.

Children's Home Society of Minnesota and Family Service, Inc. announces the merger of their organizations effective July 1, 2003. 2003. #5659.
Merger announcement; new organization will be named Children's Home Society and Family Services

Common understandings in preparation to discuss merger agreement. 2002. #648
Agreement between Family Service and Children’s Home of Minnesota (St. Paul MN) prior to merger.

Community benefits greatly from merger of three agencies. 2003. #5536
Profile of three Miami human service organizations that successfully merged. Jewish Community Services, Miami FL, is one of the organizations.

Employee response during organizational change. 1999. #7560
Focuses on the impact of mergers and acquisitions on the work force of companies going through these processes.

Factors for consideration in evaluating potential partners for strategic linkage. 1999. #5985
Using numbers to weight each factor reflecting their priority in the larger picture.

Failures, downsizings, and mergers among Community Development Corporations. 2003. #6727
Examination of the causes of failures, downsizing, and mergers among CDCs.

Fitting role. HR Magazine, 50:6. June 2005. #8972.
HR is helping businesses puzzle through the difficult process of a successful merger or acquisition.
 - or click here: http://www.shrm.org/hrmagazine/articles/0605/0605covstory.asp

Making mergers succeed. 2000. #7554
M&A is a critical strategy for growth in the new economy. Here’s what the experts have to say about choosing the right targets and integrating them successfully.

Making mergers work, Associations Now, 1:2. November 2005. #6423.
Includes “Do's and Don'ts” of Merger Management

Managing mergers and consolidations. 1998. #5982
Excerpt from the book: Skills for Effective Management of Nonprofit Organizations.

Merger due diligence: the devil in the details. 1999. #7564
Merger mania has swept the corporate world. Yet too many deals fail because HR doesn't play a prominent enough role in appraising benefits, determining compensation and ensuring legal compliance. **http://www.workforce.com/archive/feature/22/22/68/index_printer.php.

Mergers 2003. 2003. #5588
E-Mail message from CEO (Bob Jones) of Children's Aid and Family Services, Paramus NJ about his experience with mergers.

Mergers among not-for-profit social service agencies: do they achieve their objectives? 1999. #6123
Presentation on mergers from Alliance annual conference, Orlando FL, by Dr. Hilda Shirk Wenger.

Mergers and acquisitions in nonprofit agencies. 2004. #7035
What it takes for a successful merger.

Mergers and collaboration: strategies for success. 1998. #6122
Paper on successful strategies for merging.

Mind your merger. 2003. #5457
When consolidating forces, effective communication is the key.

Name change/merger communications checklist for CEOs. 1998 #1528
Advice and guidelines on name changes and merger communications.

Nonprofit mergers: a primer for nonprofit leadership. 2003. #6031
This guide has been prepared to help the leadership of nonprofit organizations to effectively evaluate the possibility of merging with another organization.

Post-Merger Stress Syndrome. 2000. #7553
Looks at the sometimes-intangible aspects of post-merger emotional and psychosocial factors that may arise.

Seven steps to a successful nonprofit merger. 1996. #7550
Mergers are becoming a strategic option for dealing with the nonprofit management challenges of the 21st century.

Survival skills for mergers and reorganization: overview of the development of implementation plans. 2003. #4999
Presentation at 2003 DPS conference, by Judith Lieber from Jewish Community Services, Miami FL.

Urge to merge. 2003. #6447
When two nonprofits get together, they can reap benefits if they can endure the headaches.

Why mergers fail: how to avoid seven merger mistakes. Business Journal (Milwaukee). Advertising supplement/Mergers and Acquistions, September 3, 2004. #9449.
If past history is any indicator, two-thirds of mergers and acquisitions will fail the most fundamental benchmarks of success: creation of value.

LINKS ONLY: (Copies not available from Severson - visit link directly.)
Strategic restructuring: Partnership options for nonprofits.
Includes web links, recommended books, journal articles, papers, reports and handbooks.
http://www.lapiana.org/sr/references/index.html



Please contact us if you have any questions.

Phone: 414-359-1040 or 800-221-3726 ext. 3615
FAX: 414-359-1074
E-mail: severson@alliance1.org