Deals & Transactions Templates

Explore the marketplace and find deals & transactions templates that match your financial analysis needs!

Deals & Transactions Templates and Excel Models

Types of Deals and Transactions

There are many types of deals and transactions in corporate finance, including:

  • Mergers and acquisitions (M&A)
  • Capital raising (e.g. initial public offering or IPO)
  • Takeover defense
  • Management buyouts
  • Leveraged buyouts (LBO)

Download Deals & Transaction Templates

For anyone pursuing or considering a career in investment banking, corporate development, private equity, or any other areas of corporate finance, these templates are great resources for analysts to build their own valuation model and complete a deal or transaction.

Some of the most popular tools for financial analysts are:

  • Business Letter
  • Confidential Information Memorandum (CIM)
  • Equity Capital Market (ECM) Deals Committee Memo
  • Letter of Intent
  • Investor Pitch Deck
  • Term Sheet