feedSubscribe to our news feeds
Archived Posts Lists

Australian Regulatory Compliance Review
Australian Technology and IP Business
Credit Union and Mutual Law
National Consumer Credit Reform
Personal Property Securities Australia
Longview Business Insights
Australian Private Health Insurers
Wills, Trusts, Super
Mutuals Resource Centre

Resources

Commonwealth legislation
Corporate Governance
Not-for-Profit links
Regulator Links

May 20, 2009

Merger issues for mutuals: the importance of preliminary discussions

We spent a lot of time at our recent merger forum discussing the preliminary stages of a merger, before due diligence and the implementation process get underway.

Open and frank discussions are critical at an early stage not only to ensure that the culture and operations of both organisations are a good fit but also to ensure the merger does not result in a weaker organisation.

This is the stage when fundamental issues are identified and agreed on, before the "dream" takes over and the parties get absorbed in the process.

Here's a short edited audio extract (mp3 podcast) from Shannon Adams' opening session with comments from David Jacobson, Rob Surman , Richard Joice and Richard Farago.

Just click on "POD" next to the podcast title or the direct download link at the end of the notes and listen or download.

The podcast goes for 6mins 31 seconds and is 5.1mb.

Print This Post Print This Post

Posted 20th May 2009 by David Jacobson in Mutuals