David Oberst

Captain
DISC Type : SD

Partner at Deloitte

Greater Chicago Area, United States

Overview

David Oberst is a Partner in Deloittes M&A Transaction Services practice based in Chicago, where he serves as the Advisory Divestitures Leader. He specializes in buy and sell-side due diligence, IPOs, and transaction structuring, leveraging over fifteen years of public accounting experience. He holds a Masters degree from Michigan State University.

David maintains a strong connection to his alma mater, Michigan State University. He actively follows and shares content relevant to the university and its community, which he refers to as "Spartan Nation. "

Unique fact: He completed a specialized rotation within Deloittes National Office SEC Services group, reviewing transactional filings and consulting on SEC reporting matters.

Personality Overview

Decisive But Calm

Consummate Professional

Output-Driven

They exhibit a rare combination of being result-oriented but patient at the same time.  Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Transformational Divestitures
He leads this practice at Deloitte and frequently posts about how divestitures can be powerful levers for portfolio renewal and enterprise transformation.
M&A Due Diligence
A core part of his expertise, he advises both strategic and private equity investors on navigating the M&A process smoothly.
SPAC Transactions
He was featured on a Deloitte podcast discussing how Special Purpose Acquisition Companies are shaping capital markets and M&A activity.

Media Appearances

David Oberst, Partner – M&A Transaction Services | Deloitte US. Featured in Deloitte

See Now

Work History

8-2006
Partner at Deloitte

Education

2001 - 2006
Masters from Michigan State University - Eli Broad College of Business

More Information

Social Presence :

Prographics :

Exp : 19 Location : Greater Chicago Area, United States Job Level : N/A Designation : Partner at Deloitte
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Let them know of potential risks but suggest mitigation methods alongside
  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from David

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can David take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And David

Personality Compatibility


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