Free templates for your business acquisition, sale and financing operations
Save time on your mergers & acquisitions and financing operations with our ready-to-use templates, designed by the experts at Collaboration Capital. You will find essential documents to secure your exchanges, formalise an offer and structure a financing — such as the letter of intent (LOI), the non-disclosure agreement (NDA) or the LBO financial model, with new templates added regularly. Each template is provided in an editable format (Excel or Word), comes with a user guide, and remains fully customisable to your project. Whether you are a manager, buyer or investor, these documents support you at every stage of a deal, from the first confidential contact to closing. To go further than the template, our M&A advisors are by your side.
What are our M&A templates for?
Our templates cover the main needs of an operation. They are organised into three families, to which our new documents are added over time.
Confidentiality and legal framework
Before any sharing of sensitive information, these templates legally secure your discussions: non-disclosure agreement (NDA) and, more broadly, the documents that frame commitments between parties. The first building block of a well-managed sale or fundraising
Offer and negotiation
Once interest is confirmed, these templates formalise the operation and frame the negotiation: letter of intent (LOI), exclusivity terms, payment and due diligence arrangements before signing the final contract (SPA).
Financing and modelling
These templates help you cost and structure the financing of an operation: LBO financial model, financing plan, debt calculation (senior, mezzanine) and the profitability ratios expected by banks and investors.
All our templates to download
Download our templates for free, in editable format and ready to customise.
LBO Model - Acquisition
Modeling leveraged buyout (LBO) financing. This Excel LBO financial model incorporates the financing plan, debt schedule, and the profitability ratios expected by investors and banks.
The LOI in Mergers & Acquisitions
The Letter of Intent (LOI) outlines the key terms of a transaction before due diligence. Our template covers price, payment terms, and exclusivity and confidentiality clauses.
Non Disclosure Agreement
The confidentiality agreement, or NDA, is a legally binding contract that protects information exchanged during a sale or fundraising. This template is adaptable to any negotiation.
How to download and use our templates?
Our templates are designed to be operational in just a few minutes.
Download the template
Fill in the short form and access the document immediately, in editable format.
Complete and customise
Fill in the details specific to your operation (parties, amounts, scope, durations) and adapt the clauses to your context. Each template is fully flexible.
Have it reviewed by an advisor
For a real operation, have the document reviewed by an M&A or legal advisor. A template saves time but replaces neither an expert's support nor due diligence.
Frequently asked questions about our M&A templates
Are your M&A templates really free?
Yes. All our templates are free to download. You simply fill in a short form to access them.
In what format are the templates provided?
In editable format: financial models are provided in Excel (spreadsheet), contractual documents in an editable word-processing format. You can therefore complete and adapt them directly.
Can I edit and customise the templates?
Absolutely. Each template is fully flexible: clauses, amounts, durations and scope can be set according to your buyout, sale or financing project.
Which template should I use at which stage of an operation?
Upstream, confidentiality documents (NDA) secure the sharing of information; then comes the letter of intent (LOI) to formalise the offer and open due diligence; in parallel, financial models (such as the LBO) are used to structure and validate the financing.
Does a template replace the support of an M&A advisor?
No. A template speeds up preparation and makes the document's structure more reliable, but a real operation requires an advisor's analysis and due diligence. Our experts support you from the first approach to closing.
Do you release new templates regularly?
Yes, our template library is enriched regularly. Remember to come back to this page or contact us if you are looking for a specific document for your operation.