A joint guidance paper written in collaboration between Browne Jacobson and the National Governance Association (NGA) on academy mergers within the education sector has been released today.
The guidance provides academy trust leaders and trustees who might be considering or already involved in merger discussions with an essential resource by way of an overview of mergers, how to approach a merger and the processes involved.
The guide has been written for academy trusts interested in embarking on a merger journey and also details:
- the steps that can be taken to ensure a successful project;
- the importance of a shared understanding between trustees and trust leaders in relation to the merger process and what’s involved; and
- how to support an effective integration on completion of the merger.
National Leader of Governance, Mark Blois and recently promoted Legal Director, Lydia Michaelson-Yeates collaborated with the NGA’s Director of Policy and Information, Sam Henson to produce the guidance.
Contact
Lydia Michaelson-Yeates
Legal Director
lydia.michaelson-yeates@brownejacobson.com
+44 (0)121 237 3986
Related expertise
You may be interested in...
Online Event
Handling parent complaints against staff: Panel discussion
Online Event
EdCon 2025
Legal Update - School leaders survey
School leaders survey Summer 2023 – the results are in!
Guide
FAQs – academy re-brokerage
Legal Update
#EdCon2023 virtual event hailed a success
Guide
FAQs - becoming a sponsored academy
Guide
FAQs - becoming an academy sponsor
Opinion
The role of benchmarking in setting pay in schools
Emma Hughes, head of HR services at Browne Jacobson, explains how CST’s updated executive pay report and the linked benchmarking service from XpertHR can help trust boards make robust decisions on pay.
Guide
Virtual AGMs
Guide
Setting up a trading subsidiary – a guide for academy trusts
We’re pleased to collaborate with Lloyds Bank, who recently asked us and audit and risk specialists Crowe UK to offer guidance that academy trusts would find helpful when considering setting up a trading subsidiary.
Press Release
Law firm picks up record breaking sixth Education Investor Award
Browne Jacobson’s education team has been named as winner of the ‘Legal Advisors to Education Institutions’ category at the Education Investor Awards 2022 for a record sixth time.
Press Release
Thousands take part in virtual careers event to help increase diversity in the legal profession
Over 3000 young people from across the UK and Ireland took part in a virtual legal careers insight event, aimed at making the legal profession more diverse.
Legal Update
Schools Bill and intervention powers - an update
We provide an update on the Schools Bill proposed legislation & it's impact on academy trusts.
Published Article
It's time for education to embrace flexible working
If NHS staff can request a flexible approach to working patterns then the sector needs to get serious about what it can offer staff, too, if it is to avoid further strain on recruitment and retention.
Guide
Taking the next step – forming or joining a multi academy trust
Legal Update
Implementing school system reform – next steps
Following its publication of the White Paper at the end of March, the Department for Education (DfE) has shared an implementation framework focusing on its plans for “a stronger and fairer school system”.
Legal Update
Academy Intervention Powers
Part 1 of the Schools Bill introduces statutory rights designed to ensure that the Secretary of State has efficient oversight and is equipped to address “instances of failure” in academy trusts.
Guide
A Guide to the Schools Bill 2022
Press Release
Browne Jacobson’s C-suite exec level coaching team appoints two new education specialists
National law firm Browne Jacobson has grown its team behind its dedicated Space + Time executive coaching programme with the addition of two more qualified coaches who will work with clients in the education sector.
Published Article
Families of Schools – Where are we with the DfE Messaging?
In the intervening years we have seen the actual number of schools converting to academy status over the past few years has gone up and down in a succession of waves.
Guide
MAT mergers - a guide for academy trust leaders and trustees
Press Release
Browne Jacobson hosts UK’s largest virtual legal careers event to boost access to careers in law
Press Release
New benchmarking service now available to guide the remuneration of school trust executive teams
The Confederation of School Trusts (CST), as the sector body for School Trusts, today releases a salary benchmarking service for executive roles in School Trusts, in conjunction with partners XpertHR, Cendex and Browne Jacobson.
Legal Update
Successful challenge to Secretary of State’s refusal to revoke directive academy order
Our client, Yew Tree Primary School, challenged the Secretary of State for Education’s (SSE) decision not to revoke a directive Academy Order.
Legal Update
A policy in the sun
As we approach the end of a particularly turbulent academic year, finding the time, energy and buy-in to review school policies may seem less likely than finding a holiday cottage in Cornwall for mid-August.
Legal Update
be connected newsletter for education - July 2021
In this edition we provide you with the latest in legal updates, news and insight from the sector.
Published Article
What does the DfE guidance ‘Building Stronger Trusts’ mean for you?
It depends on whether you are local authority maintained or single academy trust, underperforming, Church of England or Catholic or an MAT.
Legal Update
Grades without exams - FAQs
In the absence of exams, the Department for Education (DfE) and Ofqual have confirmed that the 2021 GCSE, AS and A level and vocational and technical qualification grades will be determined by centre assessment.
Legal Update
be connected newsletter for education - March 2021
In this edition we provide you with the latest in legal updates, news and insight from the sector.
Legal Update
be connected newsletter for education - September 2020
In this edition we provide you with the latest in legal updates, news and insight from the sector.
Legal Update
New year, new Academies Financial Handbook
On 1 September 2020, the latest iteration of the Academies Financial Handbook (AFH) came into force.
Opinion
Members of academy trusts have fiduciary duties
We are increasingly asked are there any limits on how members can exercise their powers.
Legal Update
be connected newsletter for education - December 2019
In this edition we provide you with the latest in legal updates, news and insight from the sector.
Legal Update
Horizon scanning
In the first of what we hope will become a regular feature in Be Connected, Nick MacKenzie reviews what’s on the horizon for the education sector and briefly shares with you a number of themes.
Opinion
Welcome news for sixth form colleges looking to academise
The Government has accepted calls from sixth form colleges to reopen the option to become academies.
Legal Update
New Academies Financial Handbook focuses on strengthening governance and compliance
The new Academies Financial Handbook for 2019 has been released to come into effect from 1 September 2019.
Published Article
Engagement between schools and business is vital
A healthy education system is necessary for a healthy economy and labour market. The current funding challenges faced by the education sector is therefore of vital importance to everyone.
Legal Update
Articles of Association Services for Catholic MATs
Opinion
New financial rules for church Academy Trusts come into force
For some time the Academies Financial Handbook has restricted Academy Trusts in how much they could pay for goods or services purchased from a 'related party' i.e. a person or organisation closely linked to the Academy Trust.
Legal Update
What duties do members of academy trusts have?
In this article, we review what duties they undertake and consider how these are different from what they set out to be.