While the American business press can be counted on to serve up every detail of major corporate mergers, much less attention is paid to the merger of associations and other nonprofit organizations. Recently, however, the supply of information on the topic of association mergers has been increased dramatically with the publication of a study titled “Investigation of Association Mergers.” The 28-page report, produced by The William E. Smith Institute for Association Research, is based on qualitative data derived through interviews with board and staff executives of 11 associations that have engaged in merger activity in the last five years.

The report revealed that the following factors are key to successful mergers:

Communication. Open, honest dialogue and a willingness to share information during the merger discussion stage; effective handling of leaks during the negotiation stage; and providing detailed instructions as well us updates on progress for key internal audiences.

Leadership. The need for a “catalyst leader”—an individual who recognizes and communicates the need for a merger—and a nucleus of like-minded individuals committed to seeing the merger become a reality.

The Appropriateness of Time. Appropriate time periods must be allowed for precursor partnering, merger discussions, negotiations and implementation in order to allow for the building of relationships, the establishment of processes that facilitate collaboration and the addressing of the legal, financial and operational details of the merger.

Social Capital. The emergence of trust and familiarity—as well as the congruence of values, missions and goals—through face-to-face interactions between people in informal settings outside the boardroom.

Retention of Culture. The retention, honoring and integration of the distinctive and meaningful cultural elements of the former associations as the new entity is created.

Whether or not your association is considering a merger, this report contains valuable information that can help you understand the basis upon which successful partnerships can be formed. Copies of the complete research report, as well as additional information on The William E. Smith Institute for Association Research, can be found online at www.smithinstitute.org.

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