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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.
8. Business Valuation training guide to assist with technical elements for performing business valuations.


A non-binding offer letter is used in a sales process to establish the terms of a deal between the seller and the buyer. Through the document, the potential acquirer expresses... [read more]

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A confidentiality agreement also known as a non-disclosure agreement (NDA) is a legal contract between at least two parties that outlines confidential material,... [read more]

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Getting the RIGHT information from clients is one of the most difficult parts of a consultants job. Designing an effective information request list is important to any... [read more]

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This document provides an introduction to the proposed transaction, the envisaged project plan and indicative timeline, the working party list and next steps. This Project... [read more]

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These letters accompany the confidential information memorandum distributed to potential bidders in an M&A process. Bid process letters address: - The schedule (i.e.... [read more]

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Large-scale financial models are time-consuming. Financial models are an integral part of the business decision-making process, enabling organizations to assess the financial... [read more]

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When valuing a company as a going concern, three main valuation methods are typically used: 1. Discounted Cash Flow Method 2, Comparable Company Analysis 3. Precedent... [read more]

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A business valuation is a formal process to estimate the value of a business. Business valuation is one part art and one part science. It relies on the professional judgment of... [read more]

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Transaction Advisory (M&A) Toolkit

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Initial upload date (first version): Dec 18, 2019

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