Description
This M&A Non-Disclosure Agreement Template is designed for transaction processes where confidential information is shared with potential buyers, investors, advisors, or other interested parties.
The template follows a professional M&A structure commonly used by leading M&A advisors, investment banks, corporate finance teams, and transaction professionals. It provides a ready-to-use framework covering confidentiality obligations, permitted use of information, disclosure to advisors, statutory disclosure obligations, confidentiality of negotiations, return or destruction of information, non-solicitation, disclaimers, governing law, and signature requirements.
The document is fully editable and can be adapted to the specific transaction, buyer universe, jurisdiction, and process setup. Depending on the deal, users may not need every clause, but the template provides a comprehensive starting point so that all relevant topics are already covered.
All sections requiring transaction-specific customization are marked with yellow highlights or placeholders, including project name, interested party, consultancy / advisor details, target company description, dates, addresses, and signature fields. This makes the template easy to customize and helps users quickly identify where project-specific inputs are required.
Included Sections
• Cover page with project name and parties
• Table of contents
• Preamble
• Transfer of information
• Use of information
• Information accessible from third parties
• Statutory disclosure obligations
• Confidentiality of negotiations
• Return / destruction of information
• Disclaimer
• Non-solicitation
• General provisions
• Governing law / jurisdiction
• Signature section
Customization
The template is provided in editable Word format. All project-specific input fields are highlighted in yellow, allowing users to quickly replace placeholders and tailor the document to their specific M&A process. Sections can be shortened, removed, or amended depending on the transaction setup and legal requirements.
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Source: Best Practices in M&A (Mergers & Acquisitions), Non-Disclosure Agreement Word: M&A Non-Disclosure Agreement (NDA) Template for Transaction Word (DOCX) Document, Finance Model Hub
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