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Check out DealRoom’s library of premade M&A templates. These templates are free for you to download and can be used within minutes. We cover a wide variety of templates such as form of LOI, clean team agreement, flow of funds, and more.

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.

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.

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.

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.