Last reviewed on 14 April 2022
School types: All · School phases: All
Ref: 44073

Merging a multi-academy trust (MAT) with another trust is a big decision. Get advice on what you need to bear in mind before you go ahead with the merger to make sure your trusts are a good match.

Your trust's structure may change

Before merging, think carefully about: 

  • How your trust’s structure and governance roles might change when it merges
  • Whether you should set up an interim governance/working group to oversee the merger process
  • How much autonomy schools in your merged MAT will have

Compare your MAT with the one you’re looking to merge and discuss with the trust central team questions such as:

  • Where is decision-making and control delegated to schools and where is it held centrally?
  • Are there local governing boards? If so, what powers do they have, and what powers does the trust board have?
  • Do we share the same ethos as the other MAT around central control vs autonomy?

Check the finances of the MAT you want to merge with 

Its financial health – ask to see the 3-year budget forecast for all schools in the MAT  Its contracts – ask the MAT about its contracts with suppliers. Ideally, you want all contracts to