Category: Downloads

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 …

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 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 …

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 …

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 …

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) …

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 …