Term Sheet Sample 2
This is a downloadable sample of a de-identified Term Sheet (TS) that was involved in a project we did some years ago. It’s a more legally-focussed document than the earlier …
Client Capability Review – Sample Report
Here is a de-identified version of a capability review conducted for a client. You might find it useful to understand some of the things we look for in assessing companies …
Term Sheet Sample 1
Here is a de-identified sample Term Sheet (TS) that was received for a previous project, to give you a view of what these can look like. Term Sheet Sample 1 …
Completion Agenda Sample Download
Completion is often the climax of the M&A process, but not necessarily the end. It’s generally a meeting of all the key players and/or their lawyers, to sight, sign off …
Sale & Purchase Agreement Sample 1
Here’s a sample of a (de-identified, of course) Sale & Purchase Agreement (SPA) we used for an asset-based purchase of a fairly small business a couple of years ago. These …
Due Diligence Plan – Sample Download
Here’s an example of one of the many Due Diligence (DD) plans and data requests that we’ve received over the years, to get an idea of what a buyer may …
Information Memorandum Sample Download
Many of our clients have been keen to understand what an Information Memorandum (IM) should look like, and we have some pretty strong opinions on this. Here is a (de-identified) …
Non-Disclosure Agreement – General Purpose
Here is our general Non-Disclosure Agreement (NDA) for general consulting projects. It’s quite general and pretty non-threatening, but as enforceable as any in this industry. But remember, NDAs are really …
Non-Disclosure Agreement for M&A Projects
Here is our general Non-Disclosure Agreement (NDA) for M&A projects. It’s quite general and pretty non-threatening, but as enforceable as any in this industry. But remember, NDAs are really only …