August 12, 2025

Has the idea of a merger or strategic partnership come up, but you’re not sure where to begin? For many nonprofit and charter leaders and board members, the topic can feel overwhelming, especially when you’re not sure you know the right questions to ask.

This webinar is a starting point designed for leaders who are curious, cautious, or just beginning to consider whether a merger might be on the horizon. The session will be an open forum rather than a traditional presentation. We’ll provide some initial guidance on things to be thinking about, but aim to spend the majority of the session answering your questions.

Bellwether merger experts Evan Coughenour, partner, and Christine Wade, senior associate partner, dug into your questions and unpacked the early signs that it’s time to explore options, key factors to consider, and how to take the first step.

Walk away with greater clarity on the questions to be thinking about (and what questions are on other leaders’ minds), conversations to have amongst your leadership team and board, and a preview of what might come next if you continue down this path.