CASE STUDY 3

Merger Determination Prior to an Executive Hire

NEED:

A leading statewide grassroots advocacy organization working to ensure that everyone can thrive at all stages of life without discrimination and oppression based on sexual orientation, gender identity, or gender expression needed to determine if a merger was a more-viable option than hiring a new executive director. Their current executive director was leaving soon, and they hired an interim executive director to give them time to make an informed choice.

APPROACH:

We facilitated a ﬁve-month process of: talking with funders about their commitment to the organization, selecting and thoroughly assessing viable partners, engaging two potential partners in merger interest conversations, and determining to proceed with a search for an executive director as a free-standing 501c3/501c4 organization. The search and hire phase took another three months.

RESULT:

A steadfast executive director was hired, who successfully righted the ship, gained the confidence of the funders and board, and continued their critical advocacy and policy work at the State House.

Read other case studies: Case Study 1 and Case Study 2

Eos Transition Partners meets you where you are in determining your future and designs a thorough and skilled process for taking the next steps. No assumptions, no cookie cutter process: we start by asking good questions and listening to your answers.

Contact us to talk about your organization transition needs