Dbriefs
25 Jul.

Turning diligence insights into actionable integration steps

M&A and Restructuring

Tuesday, 01:00 p.m.  ET | 1 hr
Credits offered: CPE Event language: English

Participants will identify key areas of diligence that can be used as a starting point for their integration plan.

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Key takeaways

Host: David Oberst, partner, Deloitte & Touche LLP

Presenters: Janet W. Black, partner, Deloitte & Touche LLP
                      Kenny MacDonald, principal, Deloitte Consulting LLP
                      David Sternberg, managing director, Deloitte Consulting LLP
                      Yanning Sun, senior manager, Deloitte Consulting LLP

1.0 Overview CPE | Specialized Knowledge

Diligence reports are critical for evaluating whether to move forward with a potential target, but they shouldn’t be a one-and-done event. Though the findings may capture a point in time, they also provide insights around the longer-term outlook for the transaction. So, how do you turn what you learn during diligence into actionable integration steps? We’ll discuss

  • Some examples of key findings across financial and internal controls, human capital, and information technology diligence
  • Ways to translate these findings into integration plans to mitigate risks and maximize deal value

Meet the host

David Oberst

David Oberst

Partner | M&A Transaction Services

David is a partner at Deloitte & Touche LLP in the US and is a certified public accountant (CPA) licensed in IL and CT. He received his master’s in accounting from the Eli Broad College of Business at Michigan State University. David completed a rotation within the SEC Services group at Deloitte’s National office, where he provided consultative services on SEC reporting matters. He has been with Deloitte for 15 years and currently oversees sell-side transactions, including divestitures, carve-outs, spin-offs, and IPOs in the TMT sector.

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Tuesday, 25 Jul 2023 01:00 p.m. ET
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