Mergers, acquisitions, and closures are a reality for a large number of colleges and universities as the landscape of higher education continues to change. Colleges are seeking to be more competitive than ever. However, successful mergers/acquisitions cannot be only about survival or fixing bad economics; the resulting institution must be stronger as a result. Otherwise, when mergers and acquisitions fail to provide the perceived financial reward, closure is often the only option.

Unfortunately, the benefits of scale and competitiveness do not come easily or without risk. Key facts and information must be understood when evaluating, negotiating, and implementing a strategic merger. Further, it’s already too late to prepare once a merger or alliance is actively being pursued. Leaders need to be proactive and understand the landscape so that they can be either opportunistic or strategically positioned to create the best possible outcome for their institution. In this session, we will explore the following topics:

• Identifying key areas for partnership
• Creating a strategy for early conversations
• Navigating deal features and understanding what it takes to be successful
• Asking the right questions and identifying potential risks and threats
• Understanding the realities of closures