M&A Services

Fortune favors the bold.
And the extremely well prepared.

Mergers and acquisitions are more than just
a chance to execute a disruptive business strategy. They’re game-changing moments with opportunities to blaze a bold new trail and create a positive impact, both in business and on society.

To unleash the full potential of these moments, you have to bring everything you’ve got. Not just courage, but nerve. Not just a plan, but a vision. Not just passion, but compassion.

Above all else, you’ve got to have the right adviser by your side: Deloitte. Like you, we have a bold purpose, values, and outlook. You can trust our experienced professionals, supported by advanced technology solutions and our global network of consulting, tax, audit, and financial advisory professionals to help you see more, fear less, and accomplish more than you ever thought possible.

You bring your boldest aspirations. We help you find your way forward.

M&A strategy

An M&A strategy can be defensive (building resilience) or offensive (accelerating business model transformation, unlocking value from the ecosystem, changing the game). Deloitte professionals can help you define an M&A strategy that considers both your corporate objectives and the changing industry landscape to identify opportunities and targets for growth.

For acquisitions, we formalize the target pursuit process by identifying the characteristics of a model target, as well as the drivers and synergies that indicate whether each one has a place on the short list. For divestitures, we review portfolios and assess performance, weigh restructuring versus sale options, and define deal parameters.

Our M&A strategy services include:

Transaction readiness

Where you’re going depends greatly on where you begin. Before you can know whether a target fits your M&A strategy, you need to know whether your M&A strategy aligns with your company’s long-term vision.

What are the pathways to growth in a potential M&A pursuit? How can your organization identify them more accurately and reach them more quickly?

Deloitte professionals assist leaders and stakeholders in finding, weighing, and comparing potential targets.

We offer:

Transaction diligence and execution

Deloitte's people, processes, and technologies can support efficient and effective transaction due diligence across financial, operational, and commercial dimensions so you can focus on the big picture.

During the preliminary due diligence phase, we identify and critically examine a deal’s potential financial, operational, and commercial risks and value drivers. For acquisitions, we assist in identifying a comprehensive list of cost and growth synergy opportunities during the synergy and value qualification phase, which are foundational to planning efforts and achieving post-deal-close synergy goals. For divestitures, we support sellers in understanding deal risks to preserve transaction value, identify value-creation opportunities, and explore potential non-complementary synergies with the remaining organization.

Services include:

Integration strategy

From tangible functional concerns like cybersecurity to intangibles like corporate culture, getting everything and everyone ready for Day 1 implementation involves myriad workstreams and milestones. Effectively executing these interrelated elements has lasting implications for long-term, post-deal synergies and performance goals.

Deloitte professionals can help you take control with real-time progress dashboards that facilitate cross-functional collaboration during and after the transaction close period. Together, we can map, track, and manage the processes that are critical to synergy capture, full value realization, and long- term growth.

We provide:

Divestiture strategy

Divesting an asset or selling an entire company comes with a long list of challenges—costs, timelines, and disruption to business as usual, to name just a few.

Drawing from our experience with 2,500+ such deals, we help clients navigate complex market and economic conditions to become prepared sellers, incorporating their divestment goals and planning for flawless execution to maximize deal value.

We provide:

The Deloitte difference

From strategy and due diligence and transaction execution to post-deal integration or divestiture, we do whatever it takes to help you achieve sustainable growth and competitive advantage. Because we know that for you, it's not just another deal. It's a chance to leave a legacy.

We combine deep industry knowledge with an accelerated process grounded in honesty, transparency, and an innovative mindset. Our cognitive enablers and accelerators bring the power of automation, analytics, and machine learning to M&A transactions. All so you can anticipate what's around the next curve and effectively prepare your organization for change.

If that sounds bold, good. Because in our 100+ years of experience we've learned that's what it takes to get things done.

Client success in action

UnboundEd Client Success

UnboundEd becomes more than the sum of its parts

A strategic merger between two nonprofits acted as an impact multiplier for educational equity

Read more
In M&A, theres no second chance

In M&A, there’s no second chance to make a first impression

In one of the largest-ever bank acquisitions in North America, strategic planning helped drive a complex integration and seamless welcome for a regional bank’s customers.

Read more
Cultivating growth through expansion

Cultivating growth through expansion

For one US agribusiness, the seeds for continued success lay in M&A

Read more

Gain perspective

Insights

GenAI impacts on your cultural M&A diligence analysis

In this blog post, we explore a few uses cases for GenAI in culture diligence and how it can help leaders and deal teams alike to focus on nuanced decision making and spend less time processing data.

Learn More
Perspectives

5 ways GenAI can elevate the value of your M&A clean room

Reimagining clean room analytics as a strategic differentiator

Learn More
Insights

How embracing AI in M&A can drive exponential value

As organizations build toward their brightest future, AI in M&A is a vital component. So is acting early. GenAI’s impact on processes throughout the deal life cycle and the growing use of mergers, acquisitions, and divestitures to improve AI capabilities are among the key trends taking shape. Let’s explore all that we’re seeing in the market and how leaders can seize first-mover advantage.

Learn More

M&A opportunity? Restructuring challenge?

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Ready to start the discussion? Contact us.

profile image of Adam Reilly

Adam Reilly

Mergers, Acquisitions, and Restructuring
National Managing Partner, Deloitte & Touche LLP

areilly@deloitte.com +1 415 783 5797
profile image of Will Braeutigam

Will Braeutigam

Mergers, Acquisitions, and Restructuring
Audit & Assurance Services Leader
Partner, Deloitte & Touche LLP

wbraeutigam@deloitte.com +1 713 982 3436
profile image of Susan Dettmar

Susan Dettmar

Mergers, Acquisitions, and Restructuring
Consulting Services Leader
Principal, Deloitte Consulting LLP

sdettmar@deloitte.com +1 703 251 1620
profile image of Russell Thomson

Russell Thomson

Mergers, Acquisitions, and Restructuring
Risk & Financial Advisory Services Leader
Partner, Deloitte & Touche LLP

rthomson@deloitte.com +1 212 436 4671
profile image of Jim Watson

Jim Watson

Mergers, Acquisitions, and Restructuring
Tax Services Leader
Partner, Deloitte Tax LLP

jamwatson@deloitte.com +1 312 486 4917

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