CFHS & Giv release new M&A guide for IDD agencies

Consulting For Human Services (CFHS) and Giv have released a new resource designed to help intellectual and developmental disabilities (IDD) and behavioral health agencies navigate the growing wave of mergers, acquisitions, and affiliations. The guide comes at a time when more providers are exploring consolidation as a strategy for long-term sustainability.

Consolidation rises across IDD and behavioral health

Providers nationwide are facing increased regulatory scrutiny, stagnant reimbursement rates, and persistent workforce shortages. These pressures have accelerated interest in mergers and partnerships, especially among nonprofit agencies that operate community-based supports. Sector analysts say consolidation is becoming a practical option for organizations that need stronger infrastructure, improved administrative capacity, and the ability to meet shifting Medicaid requirements.

Examples highlight a growing trend

Recent cases cited by CFHS illustrate the momentum behind this shift. In Ohio, two established providers combined operations to form a larger statewide agency while maintaining leadership continuity. In Maine, three organizations merged to expand service reach and strengthen administrative systems. CFHS notes that while each situation is unique, the underlying drivers are similar across the country.

New guide focuses on readiness and responsible growth

The resource from CFHS and Giv outlines the key steps agencies should take before pursuing a merger or affiliation. It includes guidance on evaluating organizational readiness, assessing cultural alignment, structuring integration plans, and preparing boards for decision-making. The organizations say the goal is to give leaders a clear framework at a time when consolidation is increasingly part of strategic planning discussions.