A bundle is a pre-defined set of documents. By purchasing the document bundle as a whole, you achieve significant savings from purchasing the documents individually. There is sometimes duplicate content among the bundled documents. See full details below.

This bundle comprises of key documents utilised in engaging with clients for transaction advisory projects and is the ultimate toolkit for M&A practitioners, CEOs, CFOs, venture capitalists, transaction advisory consultants and private equity fund managers to have in their arsenal of resources.

It includes the following:

1. Non Disclosure Agreement which is a legal contract between at least two parties that outlines confidential material, knowledge, or information that the parties wish to share with each other for certain purposes, but wish to restrict access to or by third parties.
2. Information Request List which outlines the documentation requirements in order to undertake a transaction.
3. Non-binding offer letter which is used in a sales process to establish the terms of a deal between the seller and the buyer.
4. A project kick-off document which can be used as a project management tool for due diligence and mergers and acquisitions transactions.
5. M&A process letters which outline the basis on which a bidder may make an offer and to set out the process that is expected to be followed with respect to a Proposed Transaction.
6. A financial model review template for consultants who perform model reviews on behalf of clients in word.
7. An integrated financial and valuation model template in excel.