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Past Event

Trust Mergers – A Recipe for Success

Online

Thu 6 March 2025

14:00 - 15:00

Online

How to navigate the tricky road to merger, build collective buy-in, and avoid disappointing stakeholders through a failed process

This webinar is hosted by Sarah Monk, Chief Strategy Officer, The Edwin Group and Lyndsay Greathead, Director of HR, The Edwin Group.

The Edwin People Senior Team have collectively supported 50+ Trust mergers throughout their career. They’ll share with you their top tips, lessons learned, and answer your questions honestly and openly, with the opportunity for a follow up confidential 1:1 chat.

  • This webinar is for Academy Trust senior leaders.
  • If your Trust is considering merging with another in the next 12-18 months, Edwin’s webinar is your starting point.
  • Dealing with the key aspects they’ll talk you through the practicalities and formalities as well as giving honest insight in to the hurdles you may counter along the way.
  • They’ll explain why its important to get the fundamentals right but also win over hearts and minds and ensure that your reason for the merger is communicated, well, often and considers the needs of all stakeholders.
  • They’ll deal with the various approvals required, including the DfE process, and the various aspects of due diligence and legal process
  • By the end you’ll have a clear overview which will help you in your discussions internally as well as with potential partners.

Event Organiser

Event Main Sponsor

Event Overview

Sarah Monk

Sarah Monk

Chief Strategy Officer, The Edwin Group

Sarah has over 30 years’ experience in the education sector. Her roles have included Head of Education Finance in a Local Authority, Vice Principal across a group of schools (primary, secondary and SEND) and National School Business Management Advocate for the National College of School Leadership.

Throughout her career, Sarah has advised hundreds of school and MAT CEOs, Head Teachers and senior leaders on a range of issues including MAT growth, and complex strategic leadership issues, including finance, HR and governance. As well as her role as Chief Strategy Officer at The Edwin Group, Sarah is Chair of Finance for a 35-school MAT, and a member at an all-through MAT both based in the north east.  Sarah’s areas of special interest include addressing the challenges of recruitment and retention and new ideas for tackling the crisis in SEND.


Lyndsay Greathead

Lyndsay Greathead

HR Director, Edwin People

Lyndsay has worked in HR for over 20 years and has 10 years’ experience working within education HR at a senior level supporting and delivering strategic HR support to Director's, CEO's and Senior Leaders within schools and MATs.  Lyndsay has previously led, developed and managed a team of HR professionals within an education services business and since joining The Edwin Group in September 2023 has led on the development and delivery of HR support across their newly launched Strategic Leadership and HR Service, Edwin People.


The sessions are not available, please check back soon.

The programme is not available, please check back soon.

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