Skip to content Menu

Pre-Merger Process: Lessons Learned

On-Demand | Originally Broadcast on January 23, 2020

Register Now


Mergers Puzzle Pieces
Higher education institutions are facing greater challenges than ever before with heightened competition for students and funding and a changing workforce landscape. A mergers and acquisition (M&A) strategy may provide institutions with a competitive edge, allowing them to scale operations, expand program offerings, broaden geographic reach, and improve their financial health. But, how does an institution move from a decision to merge to executing a merger agreement?
In this first webcast, a panel of higher education leaders with first-hand experience of merger transactions will illustrate what needs to be considered as part of the pre-merger process. The panel will begin with a high-level overview of the M&A landscape and trends in higher education, and then move into a discussion of two specific case studies of partnership exploration. Our higher education leaders will deep-dive into the unique context for each merger, highlight the key elements that need to be considered by both parties, and share how these factors influence the merger conversation.

Webcast Finance

What You Will Learn

NACUBO’s professional development programs are designed to deliver the skills, concepts, and best practices for success to individuals in the business of higher education. The following course information is provided to help you determine the best learning experience to meet your needs

  • Articulate how these factors may differ by institution type and size
  • Understand best practices in M&A exploration, and negotiating and executing an M&A transaction
  • Understand common pitfalls that institutions face in M&A discussions and negotiations

Who Should Attend

  • Associate Vice Presidents of Finance, Administration, or Budget
  • Board Members and Leadership
  • Chancellors
  • Chief Financial Officers
  • Presidents
  • Vice Presidents of Enrollment Management

Meet The Presenters

  • Karen House, vice president for finance and facilities and chief financial officer, Salem State University
  • James Murtha, senior vice president of academic alliances, New England College
  • Kasia Lundy, US Education Strategy and Transactions, Managing Director, EY-Parthenon, US education strategy and transactions managing director, Ernst & Young LLP
  • Lindsay Wayt, director, analytics, NACUBO

CPE Information

There are no CPEs offered for this event.

CPEs are only available for live programs at this time.

NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website


Registration assistance: 877.797.7698 or

Cancellation Policies

Member Standard Ends January 15, 2022


Non-Member Standard Ends January 15, 2022