Case Study

Business Case for not-for-profit merger


​Client: A not for profit organisation committed to caring for the community of Sydney by delivering quality services and facilities.


Assess the feasibility and benefits of a potential merger / joint venture between the commercial businesses of the four companies

Project Trigger:

NSW Government Crown Lands Sector Reform.  

Our Scope

  • Refresh an existing business case for the integration of management and operations of three trusts into one.
  • Identify cost savings, capital optimisation and revenue enhancing synergies from integration.
  • Identify governance, infrastructure and sustainability benefits.

Project Outcomes

  • Developed a business case for submission to government for a proposal to integrate the management and operations of 3 trusts delivering community services, to realise benefits across a range of areas. 
  • These benefits included revenue, capital optimisation and cost synergies. 
  • The integration will enable the development and implementation of a holistic and centralised long-term commercial and operational strategy.

Our Value

  • Active Directions business case proposes a viable solution to the government that would deliver more effective and efficient services for the people of NSW.

Top 3 Tips

Clients that propose an integration should:

  • Understand clearly their industry, all businesses involved,  and customer drivers for the integration.
  • Provide a clear outline of how the workforces will be supported and offer a clear timeline for the integration.
  • Understand clearly the cultures and celebrate small milestones along on the way.