M&A Checklists and Templates

25+ templates to jump-start your M&A processes. Choose from our pre-made checklists and templates to quickly start planning and organizing your transaction workflows. Our library ranges from due diligence, form of LOI, flows of funds, to integration and more.

Manufacturing Due Diligence Checklist

Due diligence is an important part of any deal. It allows a buyer or investor to ask questions to learn about a company in order to evaluate a potential transaction or investment.

Manufacturing Due Diligence Checklist

Due diligence is an important part of any deal. It allows a buyer or investor to ask questions to learn about a company in order to evaluate a potential transaction or investment.

Manufacturing Due Diligence Checklist

Due diligence is an important part of any deal. It allows a buyer or investor to ask questions to learn about a company in order to evaluate a potential transaction or investment.

Master Due Diligence Checklist

Master Due Diligence Checklist

The Master Diligence Checklist is intended to provide an inclusive and wide-ranging list of initial due diligence requests that can be used for any target in any type of transaction.

Real Estate and Leasing M&A Integration Checklist

Real Estate and Leasing M&A Integration Checklist

This M&A Real Estate and Leasing Checklist provides a framework for real estate and leasing diligence requests. These are tailored specifically to M&A transactions.

Real Estate Due Diligence Checklist

Real Estate Due Diligence Checklist

Our Real Estate Due Diligence Checklist is tailored specifically to transactions involving commercial real estate spaces. It includes all the questions you need to ask during the diligence stage.

Hedge Fund Investment Due Diligence Checklist

Hedge Fund Investment Due Diligence Checklist

Due diligence is required of any responsible investor seeking to share in the gains (or losses) of the hedge fund of their choosing. Our checklist is comprised of basic questions you'll need to be answered before investing in a fund.

Operational Due Diligence Checklist

Operational Due Diligence Checklist

When planning an acquisition procedure, investors and businesses need to be informed on the operational structure the target company is undertaking. This checklist breaks down the necessary categories to investigate.

Compliance Due Diligence Checklist

Compliance Due Diligence Checklist

This Compliance Due Diligence checklist will give you a stronger assurance you will not make a mistake when buying a business and will provide you with an overview of all the considerations and risks before going through the M&A process.

Asset Purchase Due Diligence Checklist

Asset Purchase Due Diligence Checklist

In this checklist, we list a number of areas in which the buyer should conduct a thorough investigation to reveal any hidden issues. Included are balance sheets, cash flow statements, and income statements.

HR Due Diligence Checklist

HR Due Diligence Checklist

Conducting thorough HR diligence and execution is essential to maximizing a deal’s value creation. Our HR Due Diligence Checklist provides a framework of initial requests, completely customizable to suit your deal's unique needs.

Tax Due Diligence Checklist

Tax Due Diligence Checklist

Tax due diligence is important because it helps to identify tax-related risks before acquiring a company. Our customizable template tells you which taxation information you should request from the selling side.

Development Due Diligence Checklist

Development Due Diligence Checklist

Purchasing and developing raw land presents many great risks. Some may only surface after breaking ground, others may arise from lack of knowledge of the market. To help mitigate these risks, we've created this checklist.

Financial Due Diligence Checklist

Financial Due Diligence Checklist

Financial due diligence is a delicate procedure to determine the stability of a company's assets and evaluate financial health. In this checklist, you'll find key tasks to perform during that process.

Oil and Gas Due Diligence Checklist

Oil and Gas Due Diligence Checklist

DealRoom professionals have crafted an Oil and Gas Due Diligence Checklist to help you navigate your next transaction in the energy industry.

Accounting Due Diligence Checklist

Accounting Due Diligence Checklist

One of the most intimidating aspects of accounting due diligence is knowing where to begin. Fortunately, we've put together a checklist that works for virtually every company's cash flow system.

Sell-Side Due Diligence Checklist

Sell-Side Due Diligence Checklist

Our Sell-Side Due Diligence checklist provides you with all the necessary tasks and information to effectively carry out due diligence and satisfy the average buyer.

IT Due Diligence Checklist

IT Due Diligence Checklist

Conducting thorough IT due diligence and execution is essential to maximizing a deal’s value creation. It allows a buyer or investor to ask questions to learn about a company in order to evaluate a potential transaction or investment.

Due Diligence Checklist for IPO

Due Diligence Checklist for IPO

When a company decides to go public with its shares by Initial Public Offering process, one of the most important things to do is conduct an IPO due diligence and the best advice is to do it before everything else.

Biotechnology Due Diligence Checklist

Biotechnology Due Diligence Checklist

Proper due diligence requires the ability to recognize issues and complications as they arise. Biotech company acquisitions often host a great number of challenges, making the due diligence process that much more important.

Private Equity Due Diligence Checklist

Private Equity Due Diligence Checklist

The Private Equity Due Diligence Checklist provides a framework of initial due diligence requests. Data required ranges from general information about the company and their culture to conducting more in-depth surveys on internal processes.

Legal Due Diligence Checklist

Legal Due Diligence Checklist

Our Legal Due Diligence checklist includes all the general documents and information you need. Downloaders are urged to customize their checklist by changing the provided information to fit their unique needs.

Selling a Business Due Diligence Checklist

Selling a Business Due Diligence Checklist

This due diligence checklist is an in-depth look at the extensive documentation, research, and planning that is necessary to prepare a business for sale. Both buyers and sellers are encouraged to follow this template.

Legal M&A Integration Checklist

Legal M&A Integration Checklist

Understanding and conducting the proper legal analysis during integration is essential for completing a successful M&A transaction.

Technology Due Diligence Checklist

Technology Due Diligence Checklist

In addition to general requests in categories that are applicable to nearly all transactions, our technology playbook emphasizes those areas of due diligence where issues most often arise for technology targets. Checklists are customizable to meet the specific circumstances of your deal.

Information Technology M&A Integration Checklist

Information Technology M&A Integration Checklist

Our IT M&A integration checklist provides a framework for tasks to be completed during an IT integration.

Manufacturing Due Diligence Checklist

Manufacturing Due Diligence Checklist

Our template Manufacturing Diligence Checklist is tailored for transactions that involve target companies in the manufacturing industry.

Healthcare Due Diligence Checklist

Healthcare Due Diligence Checklist

Our healthcare playbook emphasizes those areas of due diligence where issues most often arise for healthcare targets. We always recommend customizing checklists to meet the specific circumstances and needs of your deal.

Corporate Development M&A Integration Checklist

Corporate Development M&A Integration Checklist

This checklist provides a framework of requests for corporate development teams. Help prompt basic information for a general overview of the target company with initial requests.

Communication M&A Integration Checklist

Communication M&A Integration Checklist

Our M&A Integration Communication Checklist provides a framework for integration communication requests.

Integration Charter Template

Integration Charter Template

Our Integration Charter checklist is tailored specifically to M&A transactions, providing a framework of requests for high level management presentations. Prompt basic information from the target company such as purpose, budget, and success criteria.

Post Merger Integration Checklist

Post Merger Integration Checklist

This checklist template provides a framework for integration requests, tailored specifically for M&A transactions. Initial requests help prompt basic information for an overview of the target company.

Finance M&A Integration Checklist

Finance M&A Integration Checklist

Tailored to assist practitioners to accomplish the financial aspects of integration, this checklist provides a framework for the necessary finance-related responsibilities that should be met for successful integration.

Integration Plan Day 1 Readiness Checklist

Integration Plan Day 1 Readiness Checklist

This checklist will ensure nothing essential is missed in the integration process. It includes all the typical guidelines and requirements needed for successful integration, however, we encourage teams to customize these checklists to accommodate the specific needs of your deal.

Form of LOI — Asset Acquisition

Form of LOI — Asset Acquisition

This customizable template allows you to cover key deal terms present in most asset deals and provides a foundation for negotiating the parties' agreements on the key terms of an asset deal.

Clean Team Agreement Template

Clean Team Agreement Template

Our Clean Team NDA template can be used in conjunction with our (or any other) Confidentiality Agreement to allow the Buyer and Seller to exchange the most sensitive competitive information. Protect and control access to your highly confidential information with this template.

Form of Bid Comparison Chart

Form of Bid Comparison Chart

Use our bid comparison chart to evaluate offers from multiple Buyers. Compare key issues and deal terms, strategize responses, and analyze offers side by side to ensure you're choosing the best deal.

Letter of Intent (LOI) for Equity Acquisition

Letter of Intent (LOI) for Equity Acquisition

This LOI template provides a foundation for negotiating and memorializing the parties’ agreement on the key terms of an equity deal. It's customizable to meet the specific circumstances of your deal.

M&A NDA Template

M&A NDA Template

Prevent unwanted leaks and rumors about a potential deal with our Confidentiality Agreement template. Buyers and Sellers can feel confident discussing a potential transaction knowing their information is protected.

Flow of Funds Template

Flow of Funds Template

Create clear, organized instructions for all payments that will be made at closing. Verify payment and account details and help ensure your closing runs smoothly.

Nonprofit Merger Due Diligence Checklist

Nonprofit Merger Due Diligence Checklist

There comes a time in every nonprofit organization’s life span when the board of the organization decides whether it’s profitable to enter merging negotiations.

Small Business Due Diligence Checklist

Small Business Due Diligence Checklist

Acquiring an existing small business can be a very smart, strategic decision for your company since it may enhance the efficiency of doing business or product selling and placement.

Business Acquisition Agreement Template

Business Acquisition Agreement Template

This acquisition agreement governs the purchase of one company by another or the merger of two companies.

Business Acquisition Plan Template

Business Acquisition Plan Template

The business plan takes these and other acquisition considerations, along with their pros and cons, and organizes them into reusable research.

Decisions and Change Requests Template

Decisions and Change Requests Template

Decisions/Change Requests log, guide, and template Instructions.

Risk and Issue Logs Template

Risk and Issue Logs Template

Program List template with category titles, along with management instructions

Program Exit Criteria Template

Program Exit Criteria Template

Program exit criteria template with category titles, along with management instructions

Status Reporting Template

Status Reporting Template

Sample Status template with category titles, along with management instructions.

Venture Capital Due Diligence Checklist

Venture Capital Due Diligence Checklist

Prepare a due diligence checklist to help venture capital assess potential investment in you.