Over 215 private equity investors (PEIs) and in-house, corporate M&A professionals (corporates) were polled online during a Deloitte webcast titled “Turning diligence insights into actionable integration steps” on July 25, 2023.

1. Turning diligence insights into
actionable integration steps
Deloitte poll results
September 2023

2. Turning diligence insights into actionable integration steps
Copyright © 2023 Deloitte Development LLC. All rights reserved. 2
Methodology
215+
Private equity investors (PEIs) and in-house,
corporate M&A professionals (corporates)
were polled online during a Deloitte webcast
titled “Turning diligence insights into
actionable integration steps” on July 25,
2023. Answer rates differed by question.
In some instances, immaterial amounts (e.g., +/-
0.1%) have been added to or removed from the
“Don’t know/not applicable” answer responses to
bring results to 100% total for each question.

3. Turning diligence insights into actionable integration steps
Copyright © 2023 Deloitte Development LLC. All rights reserved. 3
Votes received: 254 PEIs, 233 corporates
How many transactions does your organization expect to pursue (i.e., to consider, but not necessarily
close) in the next 12 months?
Don’t know / not applicable = 7.6% for PEIs and 9% for corporates
10.2%
55.5%
16.1%
10.6%
8.2%
51.1%
18.0%
13.7%
PEIs Corporates
1-5 6-10 11+
None

4. Turning diligence insights into actionable integration steps
Copyright © 2023 Deloitte Development LLC. All rights reserved. 4
Votes received: 249 PEIs, 229 corporates
Are you confident in your organization's ability to conduct thorough pre-deal due diligence when
evaluating a potential transaction target?
Don’t know / not applicable = 9.7% for PEIs and 3.1% for corporates
46.2%
36.9%
7.2%
40.6%
43.2%
13.1%
PEIs Corporates
Somewhat confident Not confident
Highly confident

5. Turning diligence insights into actionable integration steps
Copyright © 2023 Deloitte Development LLC. All rights reserved. 5
Votes received: 208 PEIs, 187 corporates
Which of the following currently poses the greatest challenge to your organization's ability to conduct
effective pre-deal due diligence?
Don’t know / not applicable = 15.8% for PEIs and 15.5% for corporates
7.0%
10.7%
28.3%
38.5%
5.8%
8.7%
19.2%
50.5%
PEIs Corporates
Key data inputs for due diligence reports are unavailable or
located in disparate sources making them difficult to gather
Due diligence reports lack findings for key areas of the business,
such as talent, cybersecurity, business insurance, etc.
There is limited or no governance structure to guide the diligence
process (e.g., to guide timely hand-offs or to cascade deal
rational through to the integration strategy)
Due diligence is conducted too late in negotiations to be an
effective aid in post-merger integration planning

6. Turning diligence insights into actionable integration steps
Copyright © 2023 Deloitte Development LLC. All rights reserved. 6
Votes received: 112 PEIs, 103 corporates
Does your organization incorporate findings from due diligence reports into post-merger integration
plans?
Don’t know / not applicable = 13.4% for PEIs and 10.7% for corporates
1.9%
10.7%
33.0%
43.7%
2.7%
5.4%
19.6%
58.9%
PEIs Corporates
Yes, we routinely incorporate due diligence findings into post-
merger integration plans
Yes, but we are inconsistent in applying due diligence findings to
post-merger planning
No, but we plan to begin applying due diligence findings to post-
merger planning within the next 12 months
No, and we have no plans to begin doing this

7. Turning diligence insights into actionable integration steps
Copyright © 2023 Deloitte Development LLC. All rights reserved. 7
Media Contacts
Christine Oh
Public Relations
Deloitte & Touche LP
chrisoh@deloitte.com
Taylor Graham
Public Relations
Deloitte Services LP
tagraham@deloitte.com

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Copyright © 2023 Deloitte Development LLC. All rights reserved.
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