Camellia Core
What Due Diligence Actually Examines in a Private Firm Merger
A practical breakdown of the documents, records, and operational areas that acquirers review during due diligence — and how to prepare each one.
Field Notes
Articles and guides on merger preparation, due diligence, stakeholder management, and post-merger transition for private firms.
Family Business Mergers: Conversations Owners Avoid Until It Is Too Late
Why stakeholder alignment matters before merger negotiations begin, and how to have difficult conversations with family members, co-owners, and long-tenured staff.
The First Ninety Days After a Merger: What Retained Leadership Should Focus On
Practical priorities for leadership teams navigating the post-merger integration period — from day-one communications to the 90-day checkpoint.
Communicating a Merger to Staff: What Works and What Backfires
Lessons from private firm mergers on how to tell employees about an impending transaction — timing, tone, and the details that matter most.