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…
Realized & Unrealized Gains Calculator (ACB Method) Realized & Unrealized Gains Calculator (ACB Method)
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"Gains or losses are said to be "realized" when a stock (or other investment) that you own is actually sold. Unrealized gains and…
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…
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…

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