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Checklists & Templates

Embarking on an M&A process and don't know where to begin? Check out our pre-made checklists and templates to quickly start organizing and managing your transaction workflows.

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Communication M&A Integration Checklist

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

Biotechnology Due Diligence Checklist

Proper due diligence requires the ability to recognize issues and complications as they arise. Biotech company acquisitions often host a great number of challenges, making the due diligence process that much more important.

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.

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.

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.

Intellectual Property Due Diligence Checklist

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 (the “Company”) for a commercial transaction. Documents and/or information should be requested for both the Company and its subsidiaries, if any.

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.

Sell-Side Due Diligence Checklist

Our Sell-Side Due Diligence checklist provides you with all the necessary tasks and information to effectively carry out due diligence and satisfy the average buyer.

Form of LOI — Asset Acquisition

Our LOI template provides a foundation for negotiating and memorializing the parties’ agreement on the key terms of an asset deal. Covers key deal terms that are present in most asset deals The template is customizable to meet the specific circumstances of your deal

Business Acquisition Agreement Template

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

Manufacturing Due Diligence Checklist

Our template Manufacturing Diligence Checklist is tailored for transactions that involve target companies in the manufacturing industry.

M&A NDA Template

Our template Confidentiality Agreement provides mutual protections for both Buyers and Sellers to allow the parties to freely discuss potential transactions knowing that their confidential information is protected. Buyers and Sellers can feel confident discussing a potential transaction Mutual confidentiality agreement protects the confidential and proprietary information of both parties The fact that the parties are having discussions is protected, helping to prevent unwanted leaks and rumors about a potential deal

Flow of Funds Template

Our flow of funds template will help you track and organize your closing payments. Create clear, organized instructions for all payments that will be made at closing Verify payment and account details Helps ensure that your closing runs smoothly and efficiently

Program Exit Criteria Template

Program exit criteria template with category titles, along with management instructions. Includes: Exit criteria guidelines Template instructions Complete program exit criteria template

Change Management Process Template

Our change management process template will help you to plan the change in any organization after M&A. The template is done via a time chart, so it easy to estimate the time needed for the change. Use this chart to plan the step-by-step process with a clear structure keeping your accounting, culture and organization structure in tact during the change process.

Environmental Due Diligence Checklist

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

Financial Due Diligence Checklist

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

Compliance Due Diligence Checklist

This Compliance Due Diligence checklist will give you a stronger assurance you will not make a mistake when buying a business and will provide you with an overview of all the considerations and risks before going through the M&A process.

Asset Purchase Due Diligence Checklist

In this checklist, we list a number of areas in which the buyer should conduct a thorough investigation to reveal any hidden issues. Included are balance sheets, cash flow statements, and income statements.

Letter of Intent (LOI) for Equity Acquisition

Our LOI template provides a foundation for negotiating and memorializing the parties’ agreement on the key terms of an equity deal. Covers key deal terms that are present in most stock deals The template is customizable to meet the specific circumstances of your deal

Venture Capital Due Diligence Checklist

Prepare a due diligence checklist to help venture capital assess potential investment in you.

Business Acquisition Plan Template

Our "Business Plan for an Acquisition" template includes guidelines for creating a business plan in preparation for an acquisition. This template goes over categories such as: objectives market analysis external environmental analysis acquisition plan financing plan integration plan and more

Master Due Diligence Checklist

The Master Diligence Checklist is intended to provide an inclusive and wide-ranging list of initial due diligence requests that can be used for any target in any type of transaction.

Accounting Due Diligence Checklist

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.

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.

Tax Due Diligence Checklist

Tax due diligence is important because it helps to identify tax-related risks before acquiring a company. Our customizable template tells you which taxation information you should request from the selling side.

Form of Bid Comparison Chart

Use our bid comparison chart to evaluate offers from multiple Buyers Compare and evaluate key issues and deal terms Strategize responses Analyze multiple offers side by side to make sure you’re choosing the best deal

Clean Team Agreement Template

Our template Clean Team NDA 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. Protects highly sensitive and/or competitive information Control access to the most sensitive confidential information

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. The template shows what sections are in integration process, the status of each workstream to see how if the integration is going on time. The template has detailed financial, operational, sales and general tasks examples to help you with integration process.

Decisions and Change Requests Template

Decisions/Change Requests log, guide, and template Instructions. Includes: Decision making criteria and guidelines Decision log template directions Decision template Change request log guidelines Change request template directions Change request template

Status Reporting Template

Sample Status template with category titles, along with management instructions Includes: Weekly reporting template Status reporting guidelines Sample status reporting process

Healthcare Due Diligence Checklist

Our healthcare playbook emphasizes those areas of due diligence where issues most often arise for healthcare targets. We always recommend customizing checklists to meet the specific circumstances and needs of your deal.

Synergy Tracking Template

Our post-merger synergy template will help you to see where the synergy can be improved across the key company components such as strategic orientation, communication, training and development, planning, teamwork, and other operations categories.

Private Company Due Diligence Checklist

The Private Company Due Diligence Checklist provides a framework of initial due diligence requests. Data required ranges from general information about the company and their culture to conducting more in-depth surveys on internal processes.

Small Business Due Diligence Checklist

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.

Oil and Gas Due Diligence Checklist

DealRoom professionals have crafted an Oil and Gas Due Diligence Checklist to help you navigate your next transaction in the energy industry.

Strategy

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. It is easy to understand, which deliverable is in progress, what is the desired outcome of the deliverable, responsible department and member. Such structure will make sure that M&A transition is done correctly and on time.

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.

Information Technology M&A Integration Checklist

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

HR Due Diligence Checklist

Conducting thorough HR diligence and execution is essential to maximizing a deal’s value creation. Our HR Due Diligence Checklist provides a framework of initial requests, completely customizable to suit your deal's unique needs.

Strategy

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.

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. This can make the M&A process more efficient in terms of time, prevent potential costs arising from misunderstandings and increase team involvement with a clear structured schedule with duties assigned to each team member.

Strategy

Acquisition Strategy Template

Our acquisition strategy template is very useful in defining your long-term goals regarding future M&A deals. This template will help you to choose and compare all growth strategies including organic growth, acquisitions, mergers or divestments and identify criteria for targets for mergers or acquisitions such as financials, company size, and other relevant parameters.

Real Estate Due Diligence Checklist

Our Real Estate Due Diligence Checklist is tailored specifically to transactions involving commercial real estate spaces. It includes all the questions you need to ask during the diligence stage.

Operational Due Diligence Checklist

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.

Valuation

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. The model is completely flexible, so that when you put in the inputs data the model calculates the P&L and does valuation automatically. If you need to change only one parameter, just do it and the model will do necessary recalculations of valuation. Input revenue, costs, investment assumptions to arrive at very quick yet efficient valuation of your project.

Legal Due Diligence Checklist

Our Legal Due Diligence checklist includes all the general documents and information you need. Downloaders are urged to customize their checklist by changing the provided information to fit their unique needs.

Technology Due Diligence Checklist

In addition to general requests in categories that are applicable to nearly all transactions, our technology playbook emphasizes those areas of due diligence where issues most often arise for technology targets. Checklists are customizable to meet the specific circumstances of your deal.

Legal M&A Integration Checklist

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

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.

Risk and Issue Logs Template

Program List template with category titles, along with management instructions Program List template with category titles, along with management instructions. Includes: Risk log formatted template Detailed category names Risks and issues definitions, guidelines, and examples Directions on how to use the risks log Directions on how to use the issues log

IT Due Diligence Checklist

Conducting thorough IT due diligence and execution is essential to maximizing a deal’s value creation. It allows a buyer or investor to ask questions to learn about a company in order to evaluate a potential transaction or investment.

Due Diligence Checklist for IPO

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

Hedge Fund Investment Due Diligence Checklist

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

Merger Integration Timeline Template

Our merger timeline template is a helpful tool to track merger process, key dates and people responsible for the processes. The dates of each process automatically transform into Gantt diagram that can be copied to any status report and visualize what is happening right now and what are the next steps to ensure that the merger integration process runs as efficiently as possible.

Private Equity Due Diligence Checklist

The Private Equity Due Diligence Checklist provides a framework of initial due diligence requests. Data required ranges from general information about the company and their culture to conducting more in-depth surveys on internal processes.

Acquisition Evaluation Template

Our acquisition evaluation template will help you structure potential targets for acquisition. When selecting a potential company for acquisition it is important to get a short overview of each target and then compare how targets match the acquirer business in terms of product fit, geography, financials, and other parameters on a 1-page dashboard. It will greatly assist you in making the correct decision for the M&A deal.

How to Model Synergies in M&A

There are many pain points tied to day-to-day execution and the gap between