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.

M&A Communication Plan

PE/VC investment process (from first meeting to money transfer) - a scheme explaining stages with timing key processes.

M&A Closing Checklist

Our M&A closing checklist template will help you to see key actions and documents related to any M&A deal closing.

Deliverables Chart Template for M&A

Our deliverables chart template will help you track all stages of M&A deal from testing to reviewing stage.

Change Management Process Template

Our change management process template will help you to plan the change in any organization after M&A.

Synergy Tracking Template

Our post-merger synergy template will help you to see where the synergy can be improved across the key company components.

Business Acquisition Proposal Template

Download our business acquisition proposal template which allows you to make an initial offer to acquire a company from its owner.

M&A Integration Scorecard Template

Our M&A integration scorecard will help to evaluate the M&A integration process on now, after 100 days and after one year after the deal is done.

Acquisition Evaluation Template

Our acquisition evaluation template will help you structure potential targets for acquisition.

Acquisition Strategy Template

Our acquisition strategy template is very useful in defining your long-term goals regarding future M&A deals.

M&A Roles and Responsibilities

Our M&A roles and responsibilities matrix will help everyone on the M&A team to understand their place in the overall process.

Merger Integration Timeline Template

Our merger timeline template is a helpful tool to track merger process, key dates and people responsible for the processes.

M&A Press Release Template

Need to announce a merger or acquisition to the press? Download M&A press release sample template here.

Master Due Diligence Playbook

Access an inclusive and wide-ranging list of initial due diligence requests that can be used in any type of transaction.

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.

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.

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.

Small Business Due Diligence Playbook

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.

Compliance Due Diligence Playbook

This playbook is designed to provide you with an overview of all the considerations and risks before going through the M&A process.

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.

Selling a Business Due Diligence Playbook

Access DealRoom's diligence template for in-depth look at the documentation, research, and planning that is necessary to prepare a business for sale.

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.

Technology Due Diligence Playbook

Utilize template which is tailored for transactions that involve target companies in the technology industry.

IT Due Diligence Checklist

Access an inclusive and wide-ranging list of IT due diligence requests that can be used in any type of transaction.

Real Estate Due Diligence Playbook

Our diligence checklist is tailored specifically to transactions involving commercial real estate spaces.

Accounting Due Diligence Playbook

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.

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.

HR Due Diligence Playbook

Access DealRoom's list of initial HR diligence requests, completely customizable to suit your deal's unique needs.

Operational Due Diligence Playbook

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.

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.

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.

Biotechnology Due Diligence Playbook

Biotech company acquisitions often host a great number of challenges, making the due diligence process that much more important. Our template can help!

Private Equity Due Diligence Playbook

Minimise and allocate risks and maximise value for the shareholders using DealRoom's PE due diligence playbook.

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.

Communication M&A Integration Checklist

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

Legal M&A Integration Checklist

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

Information Technology M&A Integration Checklist

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

Legal Due Diligence Playbook

Collecting, understand and assess all the legal risks associated during a M&A process with pre-built DealRoom's diligence 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.

IPO Due Diligence Playbook

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

Environmental Due Diligence Playbook

Don't overlook the importance of a detailed investigation of environmental factors during due diligence. By following this template, you will have a much better understanding of what issues may be hiding under the surface.

Program Exit Criteria Template

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

Private Company Due Diligence Playbook

The private company diligence playbook provides a framework of initial due diligence requests.

Status Reporting Template

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

Oil and Gas Due Diligence Playbook

Our oil and gas due diligence playbook is created to help you navigate your next transaction in the energy industry.

Hedge Fund Investment Due Diligence Playbook

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

Asset Purchase Due Diligence Playbook

Assure that any issues associated with the assets are uncovered and properly accounted for, or cleared as potential defects in the title.

Tax Due Diligence Playbook

Access DealRoom's list of initial tax diligence requests to identify tax-related risks before acquiring a company.

Discounted Cash Flow Valuation Model

Discounted cash flow (DCF) valuation model is a way to value a company/project based on its future cash flows.

Sell-Side Due Diligence Playbook

Our sell-side diligence template provides you with all the necessary tasks and information to effectively carry out due diligence process.

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.

Financial Due Diligence Playbook

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

Venture Capital Due Diligence Playbook

Due diligence playbook to help venture capital assess potential investments in you.

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.

Intellectual Property Due Diligence Playbook

The following is a non-exhaustive list of information to be requested/obtained when conducting an intellectual property (IP) due diligence review of a company for a commercial transaction.

Healthcare Due Diligence Playbook

Our healthcare playbook emphasizes those areas of due diligence where issues most often arise for healthcare targets. You can customize it to meet the specific circumstances and needs of your deal.

Risk and Issue Logs Template

Program List template with category titles, along with management instructions

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.

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.

Manufacturing Due Diligence Playbook

Our manufacturing diligence template is tailored for transactions that involve target companies in the manufacturing industry.

Decisions and Change Requests Template

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