Business Acquisition Agreement Template

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

This ACQUISITION AGREEMENT is made and entered into force on [date of the conclusion of the Agreement], by [Company’s NAME], “Buyer”, having its principal office of business at [______________] and  [Company’s NAME], “Seller”, having its principal office of business at [______________]. Buyer and Seller are collectively referred to herein as the “parties”, and are sometimes referred to individually as “Party.”

RECITALS:

  1. Seller own [%] of control of [the company’s NAME]
  2. Seller want to sale and Buyer wants to buy [specify percentage] of the common stock in the [Seller’s company NAME].
  3. After the sale, Sellers agree to relinquish and the Buyer agrees to gain control of the [Seller’s company NAME].

NOW, THEREFORE, in consideration of the mutual covenants, agreements, representations and warranties contained in this Agreement, the parties hereto agree as follows:

SECTION 1: PURCHASE PRICE

1.1. Purchase price

The purchase price shall be [number of common shares] of Buyer issued to Seller. Sellers shall warrant that the existing shares will be the only stock issued; there will be no other stocks issued or pledged to any party at the time of exchange.

1.2. Delivery of Shares

On the closing date, Seller shall deliver a board resolution to Buyer to authenticate the transaction and relinquish all the ownership and control of the Seller [company NAME] to Buyer.  

SECTION 2: REPRESENTATIONS AND WARRANTIES OF SELLER

Seller hereby represents and warrants to Buyer as follows:

2.1. Authorization

The Seller, has all corporate right, power and authority to enter into this Agreement and to consummate the transactions contemplated hereby. This Agreement has been duly executed and delivered by the parties and constitutes a legal, valid and binding agreement and enforceable against the defending party in accordance with its terms, subject to laws of general application relating to bankruptcy, insolvency and the relief of debtors and rules of law governing specific performance, injunctive relief or other equitable remedies.

2.2. Sellers warrant to Buyer

The Company does not owe any money to any third party on the date of closing and Seller agree to pay any legitimate creditor claims against the [Seller’s company NAME] within one year of closing.

SECTION 3: REPRESENTATIONS AND WARRANTIES OF BUYER

Buyer hereby represents and warrants to Sellers as follows:

3.1.  Authority

Buyer has all right, power and authority to enter into this Agreement and to consummate the transactions contemplated hereby. This Agreement has been duly executed and delivered by the Seller and constitutes a legal, valid and binding obligation of the Buyer.

3.2. Investigation

Buyer has had a reasonable opportunity to ask questions relating to and otherwise discuss the terms and conditions of the information set forth in this agreement.

SECTION 4: COVENANTS

4.1. Further Assurances

The parties shall execute such documents and other papers and take such further actions as may be reasonably required or desirable to carry out the provisions hereof and the transactions contemplated hereby. Each such party shall use its best efforts to fulfil or obtain the fulfilment of the conditions to the Closing, including, without limitation, the execution and delivery of any documents or other papers, the execution and delivery of which are necessary or appropriate to the Closing.

4.2. Confidentiality

Both Seller and Buyer shall not divulge, communicate or to use to the detriment of the other or for the benefit of any other person or persons, or misuse in any way, any of the Seller’s confidential information discovered by or disclosed to Seller or Buyer as a result of the delivery, execution or performance of this Agreement.

SECTION 5: SURVIVAL OF REPRESENTATIONS AND WARRANTIES

Notwithstanding any right of either party to investigate the affairs of the other party and its shareholders, each party has the right to rely fully upon representations, warranties, covenants and agreements of the other party and its shareholders contained in this Agreement or in any document delivered to one by the other or any of their representatives, in connection with the transactions contemplated by this Agreement. All such representations, warranties, covenants and agreements shall survive the execution and delivery hereof and the Closing hereunder for one year following the Closing Date.

SECTION 6: INDEMNIFICATION

Buyer agrees to indemnify and hold harmless the Seller, its officers, directors and principal shareholders, and Seller agree to indemnify and hold harmless Buyer, its officers, directors and principal shareholders, at all times against and in respect of any liability, damage, or deficiency, all actions, suits, proceedings, demands, assessments, judgments, costs and expenses, including attorneys’s fees, incident to any of the foregoing, resulting from any material misrepresentation made by any indemnifying party to an indemnified party, and indemnifying party’s breach of a covenant or warranty or an indemnifying party’s nonfulfillment of any agreement hereunder, or from any material misrepresentation or omission from any certificate, financial statement or tax return furnished or to be furnished hereunder.

SECTION 7: DOCUMENTS AT CLOSING AND THE CLOSING

7.1. Documents at Closing

At the Closing Date, the following transactions shall occur, all of such transactions being deemed to occur simultaneously: (a) Seller will deliver, or will cause to be delivered, to Buyer the following: (i) A board resolution executed by seller’s board indicating 100% of the Company’s common stock shall be issued to Buyer for a total consideration of [specify number of newly issued common shares ] of Buyer’s [company name].

7.2. Closing Date

The Closing shall take place at the time or place as may be agreed upon by the parties hereto [“Closing Date”], but in no event shall the Closing Date be later than [specify date], unless agreed upon by the parties in writing. At the Initial Closing, the parties shall provide each other with such documents as may be necessary.

SECTION 8: MISCELLANEOUS

8.1. Waivers

The waiver of a breach of this Agreement or the failure of any party hereto to exercise any right under this Agreement shall in no way constitute waiver as to future breach whether similar or dissimilar in nature or as to the exercise of any further right under this Agreement.

8.2. Amendment

This Agreement may be amended or modified only by an instrument of equal formality signed by the parties or the duly authorized representatives of the respective parties.

8.3. Assignment

This Agreement is not assignable except by operation of law.

This agreement shall supersede all the previous agreements, verbal or written.

8.4.  Governing Law

This Agreement shall be construed, and the legal relations between the parties determined, in accordance with the laws of the [country] thereby precluding any choice of law rules which may direct the application of the laws of any other jurisdiction.

8.5.  Publicity

No publicity release or announcement concerning this Agreement or the transactions contemplated hereby shall be issued by either party hereto at any time from the signing hereof without advance approval in writing of the form and substance by the other party.

8.6.  Entire Agreement

This Agreement [including the Exhibits and Schedules to be attached hereto] and the collateral agreements executed in connection with the consummation of the transactions contemplated herein contain the entire agreement among the parties with respect to the exchange and issuance of the Shares and related transactions, and supersede all prior agreements, written or oral, with respect thereto.

8.7.  Headings

The headings in this Agreement are for reference purposes only and shall not in any way affect the meaning or interpretation of this Agreement.

8.8.  Severability of Provisions

In the event that any provision of this Agreement becomes or is declared by a court of competent jurisdiction to be illegal, unenforceable or void, this Agreement shall continue in full force and effect without said provision; provided that no such severability shall be effective if it materially changes the economic impact of this Agreement on any party.

8.9. Notice

Any notice or statement given under this Agreement shall be deemed to have been given if sent by registered mail addressed to the other party at the address indicated above or at such other address which shall have been furnished in writing to the addressor. Until otherwise specified in writing, the mailing addresses and fax numbers of the parties of this Agreement shall be as follows:

If to Sellers:

[Address of the seller]

Tel:[telephone number]

Fax: [fax number]

Attn: [name of the person appointed for communication]

If to Buyer:

[Address of the buyer]

Tel:[telephone number]

Fax: [fax number]

Attn: [name of the person appointed for communication]

SECTION 9: FINAL PROVISIONS

9.1 Counterparts

This Agreement may be executed in any number of counterparts, each of which when so executed, shall constitute an original copy hereof, but all of which together shall consider but one and the same document.

9.2 Binding Effect

This Agreement shall be binding upon the parties hereto and inure to the benefit of the parties, their respective heirs, administrators, executors, successors and assigns.

9.3 Termination

This Agreement may be terminated by mutual agreement by the either party if the Closing Date does not occur by [specify date].

IN WITNESS WHEREOF, the parties have executed this Agreement on the date [specify date].

9.4. Signatories

This Agreement shall be executed on behalf of [name of the Seller] by [name of signatory] and on behalf of [name of the Buyer] by [name of signatory].

Download Template
Start Due Diligence With DealRoom
Start Integration With DealRoom

This ACQUISITION AGREEMENT is made and entered into force on [date of the conclusion of the Agreement], by [Company’s NAME], “Buyer”, having its principal office of business at [______________] and  [Company’s NAME], “Seller”, having its principal office of business at [______________]. Buyer and Seller are collectively referred to herein as the “parties”, and are sometimes referred to individually as “Party.”

RECITALS:

  1. Seller own [%] of control of [the company’s NAME]
  2. Seller want to sale and Buyer wants to buy [specify percentage] of the common stock in the [Seller’s company NAME].
  3. After the sale, Sellers agree to relinquish and the Buyer agrees to gain control of the [Seller’s company NAME].

NOW, THEREFORE, in consideration of the mutual covenants, agreements, representations and warranties contained in this Agreement, the parties hereto agree as follows:

SECTION 1: PURCHASE PRICE

1.1. Purchase price

The purchase price shall be [number of common shares] of Buyer issued to Seller. Sellers shall warrant that the existing shares will be the only stock issued; there will be no other stocks issued or pledged to any party at the time of exchange.

1.2. Delivery of Shares

On the closing date, Seller shall deliver a board resolution to Buyer to authenticate the transaction and relinquish all the ownership and control of the Seller [company NAME] to Buyer.  

SECTION 2: REPRESENTATIONS AND WARRANTIES OF SELLER

Seller hereby represents and warrants to Buyer as follows:

2.1. Authorization

The Seller, has all corporate right, power and authority to enter into this Agreement and to consummate the transactions contemplated hereby. This Agreement has been duly executed and delivered by the parties and constitutes a legal, valid and binding agreement and enforceable against the defending party in accordance with its terms, subject to laws of general application relating to bankruptcy, insolvency and the relief of debtors and rules of law governing specific performance, injunctive relief or other equitable remedies.

2.2. Sellers warrant to Buyer

The Company does not owe any money to any third party on the date of closing and Seller agree to pay any legitimate creditor claims against the [Seller’s company NAME] within one year of closing.

SECTION 3: REPRESENTATIONS AND WARRANTIES OF BUYER

Buyer hereby represents and warrants to Sellers as follows:

3.1.  Authority

Buyer has all right, power and authority to enter into this Agreement and to consummate the transactions contemplated hereby. This Agreement has been duly executed and delivered by the Seller and constitutes a legal, valid and binding obligation of the Buyer.

3.2. Investigation

Buyer has had a reasonable opportunity to ask questions relating to and otherwise discuss the terms and conditions of the information set forth in this agreement.

SECTION 4: COVENANTS

4.1. Further Assurances

The parties shall execute such documents and other papers and take such further actions as may be reasonably required or desirable to carry out the provisions hereof and the transactions contemplated hereby. Each such party shall use its best efforts to fulfil or obtain the fulfilment of the conditions to the Closing, including, without limitation, the execution and delivery of any documents or other papers, the execution and delivery of which are necessary or appropriate to the Closing.

4.2. Confidentiality

Both Seller and Buyer shall not divulge, communicate or to use to the detriment of the other or for the benefit of any other person or persons, or misuse in any way, any of the Seller’s confidential information discovered by or disclosed to Seller or Buyer as a result of the delivery, execution or performance of this Agreement.

SECTION 5: SURVIVAL OF REPRESENTATIONS AND WARRANTIES

Notwithstanding any right of either party to investigate the affairs of the other party and its shareholders, each party has the right to rely fully upon representations, warranties, covenants and agreements of the other party and its shareholders contained in this Agreement or in any document delivered to one by the other or any of their representatives, in connection with the transactions contemplated by this Agreement. All such representations, warranties, covenants and agreements shall survive the execution and delivery hereof and the Closing hereunder for one year following the Closing Date.

SECTION 6: INDEMNIFICATION

Buyer agrees to indemnify and hold harmless the Seller, its officers, directors and principal shareholders, and Seller agree to indemnify and hold harmless Buyer, its officers, directors and principal shareholders, at all times against and in respect of any liability, damage, or deficiency, all actions, suits, proceedings, demands, assessments, judgments, costs and expenses, including attorneys’s fees, incident to any of the foregoing, resulting from any material misrepresentation made by any indemnifying party to an indemnified party, and indemnifying party’s breach of a covenant or warranty or an indemnifying party’s nonfulfillment of any agreement hereunder, or from any material misrepresentation or omission from any certificate, financial statement or tax return furnished or to be furnished hereunder.

SECTION 7: DOCUMENTS AT CLOSING AND THE CLOSING

7.1. Documents at Closing

At the Closing Date, the following transactions shall occur, all of such transactions being deemed to occur simultaneously: (a) Seller will deliver, or will cause to be delivered, to Buyer the following: (i) A board resolution executed by seller’s board indicating 100% of the Company’s common stock shall be issued to Buyer for a total consideration of [specify number of newly issued common shares ] of Buyer’s [company name].

7.2. Closing Date

The Closing shall take place at the time or place as may be agreed upon by the parties hereto [“Closing Date”], but in no event shall the Closing Date be later than [specify date], unless agreed upon by the parties in writing. At the Initial Closing, the parties shall provide each other with such documents as may be necessary.

SECTION 8: MISCELLANEOUS

8.1. Waivers

The waiver of a breach of this Agreement or the failure of any party hereto to exercise any right under this Agreement shall in no way constitute waiver as to future breach whether similar or dissimilar in nature or as to the exercise of any further right under this Agreement.

8.2. Amendment

This Agreement may be amended or modified only by an instrument of equal formality signed by the parties or the duly authorized representatives of the respective parties.

8.3. Assignment

This Agreement is not assignable except by operation of law.

This agreement shall supersede all the previous agreements, verbal or written.

8.4.  Governing Law

This Agreement shall be construed, and the legal relations between the parties determined, in accordance with the laws of the [country] thereby precluding any choice of law rules which may direct the application of the laws of any other jurisdiction.

8.5.  Publicity

No publicity release or announcement concerning this Agreement or the transactions contemplated hereby shall be issued by either party hereto at any time from the signing hereof without advance approval in writing of the form and substance by the other party.

8.6.  Entire Agreement

This Agreement [including the Exhibits and Schedules to be attached hereto] and the collateral agreements executed in connection with the consummation of the transactions contemplated herein contain the entire agreement among the parties with respect to the exchange and issuance of the Shares and related transactions, and supersede all prior agreements, written or oral, with respect thereto.

8.7.  Headings

The headings in this Agreement are for reference purposes only and shall not in any way affect the meaning or interpretation of this Agreement.

8.8.  Severability of Provisions

In the event that any provision of this Agreement becomes or is declared by a court of competent jurisdiction to be illegal, unenforceable or void, this Agreement shall continue in full force and effect without said provision; provided that no such severability shall be effective if it materially changes the economic impact of this Agreement on any party.

8.9. Notice

Any notice or statement given under this Agreement shall be deemed to have been given if sent by registered mail addressed to the other party at the address indicated above or at such other address which shall have been furnished in writing to the addressor. Until otherwise specified in writing, the mailing addresses and fax numbers of the parties of this Agreement shall be as follows:

If to Sellers:

[Address of the seller]

Tel:[telephone number]

Fax: [fax number]

Attn: [name of the person appointed for communication]

If to Buyer:

[Address of the buyer]

Tel:[telephone number]

Fax: [fax number]

Attn: [name of the person appointed for communication]

SECTION 9: FINAL PROVISIONS

9.1 Counterparts

This Agreement may be executed in any number of counterparts, each of which when so executed, shall constitute an original copy hereof, but all of which together shall consider but one and the same document.

9.2 Binding Effect

This Agreement shall be binding upon the parties hereto and inure to the benefit of the parties, their respective heirs, administrators, executors, successors and assigns.

9.3 Termination

This Agreement may be terminated by mutual agreement by the either party if the Closing Date does not occur by [specify date].

IN WITNESS WHEREOF, the parties have executed this Agreement on the date [specify date].

9.4. Signatories

This Agreement shall be executed on behalf of [name of the Seller] by [name of signatory] and on behalf of [name of the Buyer] by [name of signatory].

Business Acquisition Agreement Template

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

Download Template
Start Due Diligence With DealRoom
Start Integration With DealRoom

What are the benefits of using this template?

Excel Export/Import

Export this template to Excel with just one click. Also, Import your Excel spreadsheet easily - turn it into a nice dealroom.net board.

Integrated with Data Room

The tasks tracker is integrated with the virtual data room, so you can start collecting documents right away.

Easy Tracking

Track your projects progress from start to finish, know if a task is stuck or behind schedule.

Eliminate Excel trackers, emails and disconnected tools with DealRoom

This ACQUISITION AGREEMENT is made and entered into force on [date of the conclusion of the Agreement], by [Company’s NAME], “Buyer”, having its principal office of business at [______________] and  [Company’s NAME], “Seller”, having its principal office of business at [______________]. Buyer and Seller are collectively referred to herein as the “parties”, and are sometimes referred to individually as “Party.”

RECITALS:

  1. Seller own [%] of control of [the company’s NAME]
  2. Seller want to sale and Buyer wants to buy [specify percentage] of the common stock in the [Seller’s company NAME].
  3. After the sale, Sellers agree to relinquish and the Buyer agrees to gain control of the [Seller’s company NAME].

NOW, THEREFORE, in consideration of the mutual covenants, agreements, representations and warranties contained in this Agreement, the parties hereto agree as follows:

SECTION 1: PURCHASE PRICE

1.1. Purchase price

The purchase price shall be [number of common shares] of Buyer issued to Seller. Sellers shall warrant that the existing shares will be the only stock issued; there will be no other stocks issued or pledged to any party at the time of exchange.

1.2. Delivery of Shares

On the closing date, Seller shall deliver a board resolution to Buyer to authenticate the transaction and relinquish all the ownership and control of the Seller [company NAME] to Buyer.  

SECTION 2: REPRESENTATIONS AND WARRANTIES OF SELLER

Seller hereby represents and warrants to Buyer as follows:

2.1. Authorization

The Seller, has all corporate right, power and authority to enter into this Agreement and to consummate the transactions contemplated hereby. This Agreement has been duly executed and delivered by the parties and constitutes a legal, valid and binding agreement and enforceable against the defending party in accordance with its terms, subject to laws of general application relating to bankruptcy, insolvency and the relief of debtors and rules of law governing specific performance, injunctive relief or other equitable remedies.

2.2. Sellers warrant to Buyer

The Company does not owe any money to any third party on the date of closing and Seller agree to pay any legitimate creditor claims against the [Seller’s company NAME] within one year of closing.

SECTION 3: REPRESENTATIONS AND WARRANTIES OF BUYER

Buyer hereby represents and warrants to Sellers as follows:

3.1.  Authority

Buyer has all right, power and authority to enter into this Agreement and to consummate the transactions contemplated hereby. This Agreement has been duly executed and delivered by the Seller and constitutes a legal, valid and binding obligation of the Buyer.

3.2. Investigation

Buyer has had a reasonable opportunity to ask questions relating to and otherwise discuss the terms and conditions of the information set forth in this agreement.

SECTION 4: COVENANTS

4.1. Further Assurances

The parties shall execute such documents and other papers and take such further actions as may be reasonably required or desirable to carry out the provisions hereof and the transactions contemplated hereby. Each such party shall use its best efforts to fulfil or obtain the fulfilment of the conditions to the Closing, including, without limitation, the execution and delivery of any documents or other papers, the execution and delivery of which are necessary or appropriate to the Closing.

4.2. Confidentiality

Both Seller and Buyer shall not divulge, communicate or to use to the detriment of the other or for the benefit of any other person or persons, or misuse in any way, any of the Seller’s confidential information discovered by or disclosed to Seller or Buyer as a result of the delivery, execution or performance of this Agreement.

SECTION 5: SURVIVAL OF REPRESENTATIONS AND WARRANTIES

Notwithstanding any right of either party to investigate the affairs of the other party and its shareholders, each party has the right to rely fully upon representations, warranties, covenants and agreements of the other party and its shareholders contained in this Agreement or in any document delivered to one by the other or any of their representatives, in connection with the transactions contemplated by this Agreement. All such representations, warranties, covenants and agreements shall survive the execution and delivery hereof and the Closing hereunder for one year following the Closing Date.

SECTION 6: INDEMNIFICATION

Buyer agrees to indemnify and hold harmless the Seller, its officers, directors and principal shareholders, and Seller agree to indemnify and hold harmless Buyer, its officers, directors and principal shareholders, at all times against and in respect of any liability, damage, or deficiency, all actions, suits, proceedings, demands, assessments, judgments, costs and expenses, including attorneys’s fees, incident to any of the foregoing, resulting from any material misrepresentation made by any indemnifying party to an indemnified party, and indemnifying party’s breach of a covenant or warranty or an indemnifying party’s nonfulfillment of any agreement hereunder, or from any material misrepresentation or omission from any certificate, financial statement or tax return furnished or to be furnished hereunder.

SECTION 7: DOCUMENTS AT CLOSING AND THE CLOSING

7.1. Documents at Closing

At the Closing Date, the following transactions shall occur, all of such transactions being deemed to occur simultaneously: (a) Seller will deliver, or will cause to be delivered, to Buyer the following: (i) A board resolution executed by seller’s board indicating 100% of the Company’s common stock shall be issued to Buyer for a total consideration of [specify number of newly issued common shares ] of Buyer’s [company name].

7.2. Closing Date

The Closing shall take place at the time or place as may be agreed upon by the parties hereto [“Closing Date”], but in no event shall the Closing Date be later than [specify date], unless agreed upon by the parties in writing. At the Initial Closing, the parties shall provide each other with such documents as may be necessary.

SECTION 8: MISCELLANEOUS

8.1. Waivers

The waiver of a breach of this Agreement or the failure of any party hereto to exercise any right under this Agreement shall in no way constitute waiver as to future breach whether similar or dissimilar in nature or as to the exercise of any further right under this Agreement.

8.2. Amendment

This Agreement may be amended or modified only by an instrument of equal formality signed by the parties or the duly authorized representatives of the respective parties.

8.3. Assignment

This Agreement is not assignable except by operation of law.

This agreement shall supersede all the previous agreements, verbal or written.

8.4.  Governing Law

This Agreement shall be construed, and the legal relations between the parties determined, in accordance with the laws of the [country] thereby precluding any choice of law rules which may direct the application of the laws of any other jurisdiction.

8.5.  Publicity

No publicity release or announcement concerning this Agreement or the transactions contemplated hereby shall be issued by either party hereto at any time from the signing hereof without advance approval in writing of the form and substance by the other party.

8.6.  Entire Agreement

This Agreement [including the Exhibits and Schedules to be attached hereto] and the collateral agreements executed in connection with the consummation of the transactions contemplated herein contain the entire agreement among the parties with respect to the exchange and issuance of the Shares and related transactions, and supersede all prior agreements, written or oral, with respect thereto.

8.7.  Headings

The headings in this Agreement are for reference purposes only and shall not in any way affect the meaning or interpretation of this Agreement.

8.8.  Severability of Provisions

In the event that any provision of this Agreement becomes or is declared by a court of competent jurisdiction to be illegal, unenforceable or void, this Agreement shall continue in full force and effect without said provision; provided that no such severability shall be effective if it materially changes the economic impact of this Agreement on any party.

8.9. Notice

Any notice or statement given under this Agreement shall be deemed to have been given if sent by registered mail addressed to the other party at the address indicated above or at such other address which shall have been furnished in writing to the addressor. Until otherwise specified in writing, the mailing addresses and fax numbers of the parties of this Agreement shall be as follows:

If to Sellers:

[Address of the seller]

Tel:[telephone number]

Fax: [fax number]

Attn: [name of the person appointed for communication]

If to Buyer:

[Address of the buyer]

Tel:[telephone number]

Fax: [fax number]

Attn: [name of the person appointed for communication]

SECTION 9: FINAL PROVISIONS

9.1 Counterparts

This Agreement may be executed in any number of counterparts, each of which when so executed, shall constitute an original copy hereof, but all of which together shall consider but one and the same document.

9.2 Binding Effect

This Agreement shall be binding upon the parties hereto and inure to the benefit of the parties, their respective heirs, administrators, executors, successors and assigns.

9.3 Termination

This Agreement may be terminated by mutual agreement by the either party if the Closing Date does not occur by [specify date].

IN WITNESS WHEREOF, the parties have executed this Agreement on the date [specify date].

9.4. Signatories

This Agreement shall be executed on behalf of [name of the Seller] by [name of signatory] and on behalf of [name of the Buyer] by [name of signatory].

What Tasks does the 

Business Acquisition Agreement Template

 Include

FAQ

What Is Due Diligence?

Due diligence is a critical aspect of any deal that begins very early in the process and can continue right up until closing. During due diligence, the potential buyer asks questions and requests documentation from the seller that helps the buyer understand the target company and its business. These requests are usually general to start and become more specific as the buyer develops a greater understanding of the target. Buyers use the information provided by the seller to evaluate the opportunities and risks associated with the potential transaction. It is important for sellers to stay organized throughout the process. Buyers often submit thorough, detailed request lists that require input from numerous members of the seller’s deal team.

What is a due diligence checklist?

As the name implies, a due diligence request list is a list of questions and requests for information and documentation that a buyer submits to a seller in order to learn about the target company, its business and its operations. The initial diligence request list tends to be broad and typically includes an extensive list of questions covering a wide range of subjects. This allows the buyer to gain a broad understanding of the target company and identify key issues that can be investigated and considered more closely. Because every deal is different, due diligence request lists have to be tailored to meet the needs of the buyer and address the unique circumstances of your transaction.
However, there is a variety of fundamental requests that are relevant in most deals. These are the types of requests that our templates are designed to address.

What Questions Does the Master Due Diligence Questionnaire Include?

As the name implies, a due diligence request list is a list of questions and requests for information and documentation that a buyer submits to a seller in order to learn about the target company, its business and its operations. The initial diligence request list tends to be broad and typically includes an extensive list of questions covering a wide range of subjects. This allows the buyer to gain a broad understanding of the target company and identify key issues that can be investigated and considered more closely. Because every deal is different, due diligence request lists have to be tailored to meet the needs of the buyer and address the unique circumstances of your transaction.
However, there is a variety of fundamental requests that are relevant in most deals. These are the types of requests that our templates are designed to address.

Key considerations when using our m&a due diligence template

Our templates are drafted to provide an inclusive and wide-ranging list of initial due diligence requests. However, the templates, as well as the information contained therein, are not legal advice. They are not complete, and they are not specific to your transaction. The templates are designed to elicit general information from the seller that will provide the buyer with a broad overview of the target and it’s business and operations. You should review any template before using it, and it may need to be modified to ensure that it is suitable and relevant to your circumstances. Information provided by the seller will likely trigger additional questions that focus on specific aspects of the target’s business and issues identified during the due diligence process.

Are the requests in the template comprehensive?

No. Our Due Diligence Checklist is drafted to include typical requests that are relevant in most transactions. However, every deal and every target company is unique. Before utilizing any template, it is important that you review it with the help of your legal and other professional advisors to ensure that the requests are complete and tailored to the specific circumstances of your deal.

How to use the template with Dealroom

  • Start 14-day Free Trial of DealRoom and sign-up
  • Select a Master Due Diligence Template while creating a new room
  • Start assigning, adding to, and completing due diligence requests with needed documents by uploading them into the built-in virtual data room. The Requests tab is automatically populated with the requests from the due diligence template.

Can I change requests in this checklist or add new?

Every M&A process is different. Downloaders are urged to make these checklists their own by changing the providing information to better fit their needs.

Does this questionnaire provide all the necessary integration information?

This checklist was created by and for M&A professionals. It includes a comprehensive starting point for the integration process. However, every deal is different and may require additional requirements and tasks.

How to use this template with DealRoom?

  • Start 14-day Free Trial of DealRoom and sign-up
  • Select an Integration Template while creating a new workspace
  • Start planning, assigning, adding to, and completing integration tasks. The Requests tab is automatically populated with the tasks from the integration template.

Key considerations when using our m&a due diligence template

Our templates are drafted to provide an inclusive and wide-ranging list of initial due diligence requests. However, the templates, as well as the information contained therein, are not legal advice. They are not complete, and they are not specific to your transaction. The templates are designed to elicit general information from the seller that will provide the buyer with a broad overview of the target and it’s business and operations. You should review any template before using it, and it may need to be modified to ensure that it is suitable and relevant to your circumstances. Information provided by the seller will likely trigger additional questions that focus on specific aspects of the target’s business and issues identified during the due diligence process.

Are the requests in the template comprehensive?

No. Our Due Diligence Checklist is drafted to include typical requests that are relevant in most transactions. However, every deal and every target company is unique. Before utilizing any template, it is important that you review it with the help of your legal and other professional advisors to ensure that the requests are complete and tailored to the specific circumstances of your deal.

How to use the template with Dealroom

  • Start 14-day Free Trial of DealRoom and sign-up
  • Select a Master Due Diligence Template while creating a new room
  • Start assigning, adding to, and completing due diligence requests with needed documents by uploading them into the built-in virtual data room. The Requests tab is automatically populated with the requests from the due diligence template.

More Templates

Legal Due Diligence Checklist

M&A Roles and Responsibilities

Business Acquisition Agreement Template

Try DealRoom templates

Signup for DealRoom

Download Template

*All fields are required