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Turning diligence insights into
actionable integration steps
Deloitte poll results
September 2023
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.
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
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
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
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
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
About Deloitte
Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee (“DTTL”), its network of member firms, and their related entities. DTTL and each
of its member firms are legally separate and independent entities. DTTL (also referred to as “Deloitte Global”) does not provide services to clients. In the United States, Deloitte refers to one or
more of the US member firms of DTTL, their related entities that operate using the “Deloitte” name in the United States and their respective affiliates. Certain services may not be available to
attest clients under the rules and regulations of public accounting. Please see www.deloitte.com/about to learn more about our global network of member firms.
Copyright © 2023 Deloitte Development LLC. All rights reserved.
The statements in this report reflect the aggregation of poll responses and are not intended to reflect facts or opinions of any entities. All data, charts and statistics referenced and presented, as
well as the representations made and opinions expressed, unless specifically described otherwise, pertain only to the participants and their responses to the Deloitte poll. The information
obtained during the poll was taken “as is” and was not validated or confirmed by Deloitte.
This presentation contains general information only and Deloitte is not, by means of this presentation, rendering accounting, business, financial, investment, legal, tax, or other professional
advice or services. This presentation is not a substitute for such professional advice or services, nor should it be used as a basis for any decision or action that may affect your business. Before
making any decision or taking any action that may affect your business, you should consult a qualified professional advisor.
Deloitte shall not be responsible for any loss sustained by any person who relies on this presentation.

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Turning diligence insights into actionable integration steps

  • 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
  • 8. About Deloitte Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee (“DTTL”), its network of member firms, and their related entities. DTTL and each of its member firms are legally separate and independent entities. DTTL (also referred to as “Deloitte Global”) does not provide services to clients. In the United States, Deloitte refers to one or more of the US member firms of DTTL, their related entities that operate using the “Deloitte” name in the United States and their respective affiliates. Certain services may not be available to attest clients under the rules and regulations of public accounting. Please see www.deloitte.com/about to learn more about our global network of member firms. Copyright © 2023 Deloitte Development LLC. All rights reserved. The statements in this report reflect the aggregation of poll responses and are not intended to reflect facts or opinions of any entities. All data, charts and statistics referenced and presented, as well as the representations made and opinions expressed, unless specifically described otherwise, pertain only to the participants and their responses to the Deloitte poll. The information obtained during the poll was taken “as is” and was not validated or confirmed by Deloitte. This presentation contains general information only and Deloitte is not, by means of this presentation, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This presentation is not a substitute for such professional advice or services, nor should it be used as a basis for any decision or action that may affect your business. Before making any decision or taking any action that may affect your business, you should consult a qualified professional advisor. Deloitte shall not be responsible for any loss sustained by any person who relies on this presentation.