eFinancialModels – M&A Model
Downloadable M&A model template focused on deal structure, synergy capture, EPS impact, and valuation outputs.
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Macabacus Merger Model
Free Excel merger model template covering accretion/dilution analysis, synergies, and pro-forma balance sheet impact.
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Wall Street Oasis – Modeling Templates
Free financial modeling templates and a free modeling course series taught by buy-side and sell-side professionals.
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10X EBITDA Investment Banking Presentations
Curated archive of investment banking presentations and pitchbook examples organized by deal type.
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Acquire.com Buyer Pitch Deck
Guide and free template for preparing a buyer-side pitch deck aimed at small-to-mid market acquirers.
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CFI Investment Banking Pitchbook
Free PowerPoint pitchbook template structured into Company Overview, Industry, Valuation, Transaction, and Team sections.
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Mergers & Inquisitions – Pitch Book Samples
Real bulge-bracket pitch book examples (sell-side M&A, FIG M&A, financing) available in PPT and PDF.
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DealRoom Master Due Diligence Checklist
Comprehensive ready-to-use buy-side due diligence checklist covering legal, financial, commercial, and operational areas.
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FirmRoom Data Room Checklist
Practical guide and downloadable checklist for what to include in a sell-side or buy-side data room.
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Smartsheet M&A DD Data Collection (XLSX)
Direct Excel download of an M&A due diligence data-collection template ready to populate.
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Bloomberg Law M&A DD Checklist
Lawyer-oriented due diligence checklist with comprehensive coverage of legal request items.
Access resourceDealRoom M&A Pipeline Excel Template
Free Excel pipeline template tracking deals from sourcing through close with stage, owner, and next steps.
Access resourceSmartsheet M&A Templates Library
Bundle of free Excel/Word/PPT M&A templates including diligence, planning, and integration tools.
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Spreadsheet.com M&A Deal Pipeline
Online spreadsheet template for managing live deals with attachments, contacts, and stage history.
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