Turning diligence insights into actionable integration steps

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.

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

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

Which of the following currently poses the greatest challenge to your organization's ability to conduct
effective pre-deal due diligence?
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

Does your organization incorporate findings from due diligence reports into post-merger integration
plans?
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

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.
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
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