Deals & Transactions Templates

Explore the marketplace and find deals & transactions templates that match your financial analysis needs!
Free Term Sheet Template Free Term Sheet Template
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This Term Sheet Template from CFI is a free example of a fundamental legal document used in private capital raising…
Investment Pitch Deck PowerPoint Template Investment Pitch Deck PowerPoint Template
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This Investment Pitch Deck PowerPoint Template is perfect for startup companies or small businesses which are looking for potential investors…
Cryptocurrency Ethereum Mining Calculator Template in Microsoft Excel Cryptocurrency Ethereum Mining Calculator Template in Microsoft Excel
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Cryptocurrency Ethereum Mining Calculator Template in Microsoft Excel
Mergers and Acquisitions Complete Financial Model (World #13) Mergers and Acquisitions Complete Financial Model (World #13)
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This is the World #13 Financial Model at CFI Finmo 2019. This includes a complete M&A Financial Model involving Nestle…
Mergers & Acquisitions (M&A) Financial Model Mergers & Acquisitions (M&A) Financial Model
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The Mergers & Acquisition (M&A) Model provides a projection for a company looking to potential merger or acquire another company.…
Managing Risk in Financing Big Infrastructure Projects Managing Risk in Financing Big Infrastructure Projects
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A Classic Real Life case on Project Financing (The Tricks of the Trade) No matter what you do, you may…
Advanced multiple rounds Cap Table Model including SAFE an Management pool Advanced multiple rounds Cap Table Model including SAFE an Management pool
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 This best practice allows you to calculate the capitalization (cap table) of your company after several successive funding rounds with…
Due Diligence P&L - Exhaustive Revenue analysis template Due Diligence P&L - Exhaustive Revenue analysis template
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 * *** Model is fully unlocked! *****This P&L financial due diligence model is focused on P&L high level analysis and…
Bitcoin Sale and Purchase Excel Template Bitcoin Sale and Purchase Excel Template
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ConfigDefine your starting date and the initial equity that will be invested. On a second tab, list all cryptocurrencies that…

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