Mergers and Acquisitions in the Nonprofit World

What if the smartest growth strategy in your community wasn't being run by a private equity firm — it was being run by a charity?Kim Boudreaux and Sarah Clement of Catholic Charities of Acadiana have spent the last two decades quietly executing one of the most disciplined nonprofit roll-up strategies in Louisiana — growing from a $1.2M agency with 23 employees into a $15M, 90-person, 14-organization platform serving eight civil parishes.In this episode, host Joshua Wilson and co-host Jude David, JD, DCL, MBA and Managing Partner at FA Mergers, sit down with Kim Boudreaux, Chief Executive Officer, and Sarah Clement, Chief Administrative Officer and 2023 recipient of the Catholic Charities USA National Management Excellence Award, for a candid look at how mission-driven organizations apply real M&A principles — economy of scale, sub-10% administrative rates, EOS implementation, and rigorous due diligence — to expand impact rather than profit. They open up about merging six nonprofits in a single day, navigating boards, integrating cultures, and the hard call to raise minimum wage to $15 an hour before it was cool.🎯 What We Cover:The bishop's challenge that launched a 20-year roll-up strategyWhy economy of scale matters more in nonprofits than most people thinkThe day they closed six mergers — and what they would do differently nowHow to approach a nonprofit board about a merger without bruising egosUsing EOS (Entrepreneurial Operating System) to scale a faith-based enterpriseHow they grew FoodNet 110% and Rebuilding Together Acadiana 290% post-acquisitionThe succession-planning angle that opens nonprofit M&A conversationsHiring people smarter than you — and the test Kim used to vet SarahBuilding a culture of mutual accountability, honest feedback, and "start/stop" exercisesWhy the $15 minimum wage decision changed how the whole organization operates🤝 Connect with Kim Boudreaux: 🌐 https://catholiccharitiesacadiana.org/ 💼 https://www.linkedin.com/in/kimberly-boudreaux-186094175/🤝 Connect with Sarah Clement: 🌐 https://catholiccharitiesacadiana.org/ 💼 https://www.linkedin.com/in/sarah-clement-562b7913/🤝 Connect with Co-Host Jude David, JD, DCL, MBA: 💼 https://www.linkedin.com/in/jude-david-jd-dcl-mba-172a6a76/💼 Thinking About a Transaction? FA Mergers helps founders, investors, and business owners navigate the full M&A process — from valuation to close. If you're exploring a sale, acquisition, or capital raise, let's talk. 🔗 https://www.famergers.com/🎙️ Follow The Deal Podcast: 🌐 https://www.thedealpodcast.com/ 💼 https://www.linkedin.com/in/joshuabrucewilson/ ▶️ https://www.youtube.com/@dealpodcastCurious what your business is worth? Request your free valuation at famergers.comDisclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only. Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services.Let's Connect on LinkedIn:https://www.linkedin.com/in/joshuabrucewilson/To Contact Us, Please Visit:https://www.thedealpodcast.com/contact/