1) Pacific Clinics and Uplift Family Services: Beginning in January 2020, HMA Community Strategies facilitated numerous meetings with the Board of Directors and Senior Leadership Teams of Pacific Clinics and Uplift Family Services as part of a due diligence process to explore the potential for strategic restructuring.. Following Board votes to proceed with discussions, HMA led a review process focused on key areas programs and functions. The review process included the transparent exchange of documents, individual reviews of materials by staff leads, and a sequence of topic-specific meetings to discuss findings. Based on the findings, the Boards again voted to proceed with discussions. 2) Hillsides/Bienvenidos: Starting November 2015, NPO Solutions facilitated over 60 meetings with both agencys’ Boards of Directors and Senior Leadership Teams, as part of a due diligence process to explore the potential for strategic restructuring. At the heart of this process were five sub-groups (Mission/Programs, Human Resources, Business Operations, Finance, and Legal), comprised of Board and staff members, who systematically reviewed and discussed the key topics and pertinent documents to inform the process. In March 2016, both Boards of Directors signed a Memorandum of Understanding and Term Sheet stating their intent to merge. 3) Optimist/Pacific Lodge: Starting May 2016, NPO Solutions facilitated over 20 meetings with both agencys’ Boards of Directors and Senior Leadership Teams, as part of a due diligence process to explore the potential for strategic restructuring. At the heart of this process were three sub-groups (Mission/Programs, Human Resources, and Business Operations/Finance), comprised of Board and staff members, who systematically reviewed and discussed the key topics and pertinent documents to inform the process. In August 2016, under the advisement of legal counsel, both Boards of Directors signed a Memorandum of Understanding stating their intent to merge. The merger was officially finalized January 1, 2017.
