M&A templates

Our free M&A Pipeline Excel template is based on DealRoom's insights from 100s of acquirers. It allows you to gain in-depth insights, track deals efficiently, and manage your M&A process like a pro. Download now for free.

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

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

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

Stay active in evaluating your integration progress with our M&A Integration Scorecard Template. With check-ins 100 days and one year post-close, you’ll be able to compare your goals with actual results. The template also features financial, operational, sales, and general tactics to encourage a smooth integration phase.

Don’t let integration fall to the wayside during your merger process. With our Integration Timeline Template, you’ll see how much value you retain when maintaining focus on the people involved in the transition!

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

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

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.

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.

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.