The full article features in the NGA members-only magazine, ‘Governing Matters’.
Lydia Michaelson-Yeates has recently contributed to an article by Fariha Choudhury on behalf of the National Governance Association (NGA) about multi academy trust (MAT) growth. Here are some of her top tips, advice and some of the views she shared.
MAT growth is a topic I'm passionate about, having supported numerous trusts through mergers and expansions over the years.
What strikes me is how the landscape has shifted. Growth isn't being driven by government pressure anymore – trusts are proactively pursuing consolidation because they genuinely believe it serves their pupils and communities better.
The benefits of growth
The benefits I've seen firsthand are compelling. Trusts that expand strategically can strengthen central teams, share resources more effectively and create better professional development pathways for staff. Ultimately, this means more capacity and expertise reaching classrooms – where it matters most.
But growth must be purposeful. The most successful mergers I've worked on share common characteristics, from day one:
- A clear strategic vision.
- Aligned culture and educational values.
- Robust governance structures.
Before any merger discussions begin, I always advise boards to ask themselves some fundamental questions:
- What's driving this decision?
- Does the potential partner share your culture and values?
- Do you have the capacity to integrate new schools successfully?
The advantages of scaling-up
Scale brings tangible advantages – greater financial resilience, enhanced school improvement capacity and the ability to share expertise across a larger network. However, these benefits only materialise when growth is carefully considered.
If your trust is considering a merger, my advice is simple:
- Engage your professional advisers early.
- Establish clear decision-making processes.
- Don't rush!
The due diligence phase is crucial for identifying potential challenges before they become problems.
Thoughtful MAT growth isn't about numbers – it's about purpose, capacity and lasting impact for the communities you serve.
For more information about how we support academy trusts through growth and mergers, please get in touch.
Find out more
For the full article, check out the latest edition of the NGA’s Governing Matters magazine.
We recently published MAT merger guidance in collaboration with the NGA and they’re sharing this and further support relating to MAT growth, with their members.
Contact
Lydia Michaelson-Yeates
Partner
lydia.michaelson-yeates@brownejacobson.com
+44 (0)121 237 3986
You may be interested in...
EdCon2026: Academy mergers that work
EdCon2026: Practical solutions for the biggest issues facing schools and trusts
The schools white paper is out – how #EdCon2026 will help you
Why MATs are choosing to grow – and top tips to make it work
MAT mergers: A guide for academy trust leaders and trustees
Browne Jacobson’s School Leaders Survey illustrates concerns over financial resilience ahead of spending review
The rise in schools-based nurseries and the practicalities for growing trusts
EdCon 2025: Top five takeaways
Handling parent complaints against staff: Panel discussion
School leaders survey Summer 2023: The results are in
FAQs – academy re-brokerage
#EdCon2023 virtual event hailed a success
FAQs - becoming a sponsored academy
FAQs - becoming an academy sponsor
Virtual AGMs
Setting up a trading subsidiary – a guide for academy trusts
We’re pleased to collaborate with Lloyds Bank, who recently asked us and audit and risk specialists Crowe UK to offer guidance that academy trusts would find helpful when considering setting up a trading subsidiary.
Law firm picks up record breaking sixth Education Investor Award
Browne Jacobson’s education team has been named as winner of the ‘Legal Advisors to Education Institutions’ category at the Education Investor Awards 2022 for a record sixth time.
Thousands take part in virtual careers event to help increase diversity in the legal profession
Over 3000 young people from across the UK and Ireland took part in a virtual legal careers insight event, aimed at making the legal profession more diverse.
Schools Bill and intervention powers - an update
We provide an update on the Schools Bill proposed legislation & it's impact on academy trusts.
It's time for education to embrace flexible working
If NHS staff can request a flexible approach to working patterns then the sector needs to get serious about what it can offer staff, too, if it is to avoid further strain on recruitment and retention.
Taking the next step – forming or joining a multi academy trust
Implementing school system reform – next steps
Following its publication of the White Paper at the end of March, the Department for Education (DfE) has shared an implementation framework focusing on its plans for “a stronger and fairer school system”.
Academy Intervention Powers
Part 1 of the Schools Bill introduces statutory rights designed to ensure that the Secretary of State has efficient oversight and is equipped to address “instances of failure” in academy trusts.
A Guide to the Schools Bill 2022
Browne Jacobson’s C-suite exec level coaching team appoints two new education specialists
National law firm Browne Jacobson has grown its team behind its dedicated Space + Time executive coaching programme with the addition of two more qualified coaches who will work with clients in the education sector.
What duties do members of academy trusts have?
In this article, we review what duties they undertake and consider how these are different from what they set out to be.