Investment Banking & M&A Templates for 2026

Deal-ready Excel templates and document packages built by IB professionals — not generic downloads that fall apart in diligence.

Quick Comparison

Template Best For Format Price
M&A Valuation Model Buy-side & sell-side analysts 6 Tabs $197 View →
LBO Model PE associates, LBO prep 4 Tabs $147 View →
Merger Model M&A teams, deal execution 4 Tabs $147 View →
M&A Due Diligence Checklist Deal teams, corp dev 200+ Items $97 View →
Investment Committee Memorandum PE/VC investment teams 12 Sections $127 View →
Term Sheet Template M&A counsel, deal leads 15+ Clauses $97 View →
Private Placement Memorandum Capital raises, Reg D 14 Sections $197 View →
Purchase & Sale Agreement M&A closings, legal teams 10 Articles $147 View →

Detailed Breakdown

M&A Valuation Model

Best for: Buy-side and sell-side analysts running full valuation analyses

The complete valuation toolkit in one workbook. DCF with WACC build-up, trading comps with auto-calculated multiples, precedent transaction analysis, and a football field summary chart that ties it all together. Built for analysts who need to defend their numbers in front of MDs.

  • DCF with unlevered FCF and WACC build-up
  • Trading comps with auto-calculated EV/EBITDA and P/E
  • Precedent transactions with premium analysis
  • Football field valuation summary chart
$197 View Template →

LBO Model

Best for: PE associates and analysts building leveraged buyout analyses

Multi-tranche debt structure with revolver, term loans, and subordinated notes. Full sources and uses, management rollover, and sponsor equity math. Sensitivity tables on entry multiple, exit multiple, and leverage — with MOIC and IRR outputs that update instantly.

  • Multi-tranche debt with mandatory and optional amortization
  • MOIC and IRR sensitivity tables (entry/exit/leverage)
  • Sources and uses with management rollover
  • 5-year projected financials with debt paydown schedule
$147 View Template →

Merger Model

Best for: M&A teams modeling accretion/dilution and deal synergies

Full merger consequences analysis with stock-for-stock, cash, and mixed consideration scenarios. Models revenue and cost synergies with phase-in timing, calculates pro forma EPS accretion/dilution, and includes goodwill and purchase price allocation waterfall.

  • Accretion/dilution analysis with EPS sensitivity
  • Revenue and cost synergy modeling with phase-in
  • Pro forma balance sheet and goodwill calculation
  • Mixed consideration scenario toggles
$147 View Template →

M&A Due Diligence Checklist

Best for: Deal teams running buy-side or sell-side due diligence

Over 200 diligence items organized across 8 categories — financial, legal, tax, operational, commercial, IT, HR, and environmental. Track status, assignee, and priority for every line item. Built from real deal rooms, not textbook checklists.

  • 200+ items across 8 diligence categories
  • Status tracking with assignee and priority fields
  • Red flag indicators and materiality ratings
  • Summary dashboard with completion percentages
$97 View Template →

Investment Committee Memorandum

Best for: PE and VC investment professionals preparing IC presentations

The IC memo format that gets deals approved. 12 structured sections covering investment thesis, market overview, financial analysis, risk factors, and return scenarios. Designed for PE and VC firms that need a consistent, thorough framework for every deal.

  • 12 structured sections with guidance notes
  • Investment thesis and key risks framework
  • Return scenario analysis (base/upside/downside)
  • Comparable transaction and exit analysis sections
$127 View Template →

Term Sheet Template

Best for: M&A counsel and deal leads drafting LOIs

Non-binding letter of intent with the clauses that actually matter in middle-market deals. Earnout structures, escrow holdback provisions, rep and warranty frameworks, and exclusivity periods. 15+ clauses you can toggle and customize for any deal structure.

  • Earnout and contingent consideration structures
  • Escrow holdback and indemnification provisions
  • Rep and warranty framework with survival periods
  • Exclusivity, non-solicitation, and closing conditions
$97 View Template →

Private Placement Memorandum

Best for: Companies raising capital under SEC Regulation D

Full PPM package for Reg D offerings with subscription agreement and investor questionnaire included. 14 sections covering business description, use of proceeds, risk factors, management bios, and financial projections. Formatted for institutional and accredited investors.

  • SEC Reg D compliant structure and disclosures
  • Subscription agreement and investor questionnaire
  • Risk factors and use of proceeds sections
  • 14 sections with professional formatting
$197 View Template →

Purchase & Sale Agreement

Best for: M&A closings and legal teams drafting definitive agreements

Definitive purchase agreement with working capital true-up mechanics, rep and warranty schedules, and indemnification baskets. 10 articles covering everything from closing conditions to post-closing obligations. Built for middle-market transactions.

  • Working capital true-up with sample calculation
  • Rep and warranty schedules with disclosure framework
  • Indemnification with basket, cap, and survival provisions
  • 10 articles from definitions through post-closing covenants
$147 View Template →

Save with the IB & M&A Complete Kit

Get all 8 investment banking and M&A templates for $799 — save over $355 compared to buying individually.

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