Camellia CorePrivate Firm Merger Advisory · Canberra & Australia-wide
Preparing your firm for merger and transition
Camellia Core Advisory works with owners, boards, and leadership teams of private firms through the months before and after a merger. We bring structure to due diligence, stakeholder alignment, and the operational handover that follows.
Where private firms need guidance
Most merger difficulties trace back to preparation gaps — not the deal terms themselves. We address the areas where private firms most often lose momentum.
Due Diligence Readiness
Organising financial records, contracts, and operational documentation before external reviewers arrive saves weeks and protects valuation.
Stakeholder Alignment
Family shareholders, senior managers, and key staff each hold different concerns. We facilitate structured conversations before tensions surface.
Post-Merger Transition
The first ninety days after closing determine whether combined operations hold together. We support leadership through integration milestones.
Since 2011
Supporting private firms through ownership transitions across Australia
Family-owned
A significant share of our engagements involve multi-generational businesses
Canberra-based
On-site advisory throughout the ACT, with remote support nationally
What clients say about working with us
Helen walked our board through the due diligence checklist three months before we engaged lawyers. When the acquirer's team arrived, we had every contract indexed and every financial variance explained. That preparation alone justified the engagement.Richard Mawson Managing Director, Mawson Engineering Supplies, Newcastle NSW
The stakeholder sessions were uncomfortable at times — and that was the point. My brother and I had been avoiding the conversation about what the sale meant for staff who had been with us twenty years. Camellia Core gave us a framework to have it properly.Sandra Whitfield Co-owner, Whitfield Agricultural Services, Wagga Wagga NSW
Post-merger integration was harder than we expected, even with a friendly acquirer. The weekly advisory calls during the first quarter kept our leadership team from making reactive decisions. I wish we had started the engagement earlier, honestly.David Okonkwo Former CEO, Peninsula Logistics Group, Geelong VIC
Considering a merger or acquisition?
Start with a confidential conversation about where your firm stands and what preparation would look like for your situation.
Request a Consultation