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. Book a playbook demo to explore — schedule a call with us and we will reach out to help you get started.

  • Controlled information exchange
    Formalise the structure for sharing highly-confidential, competition-sensitive data between buyer, seller and the clean team with clear guardrails in place.
  • Regulatory & antitrust-ready protocol
    Embed compliance safeguards so competitively sensitive materials flow only to approved participants, reducing exposure and maintaining auditability.
  • One workspace for clarity
    Use a unified platform to identify, approve and monitor clean-team access, attach acknowledgement forms, and maintain version history.
  • Audit-trail from deal prep to closing
    Keep every channel of disclosure, signature and authorization logged—so you and your advisors know exactly who saw what and when.

Support your communications strategy with the M&A Communication Plan and stay on schedule with the Status Reporting Template.

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