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…
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