Transaction Templates

List of Word Document Templates

Explore and download the free Word Document templates below to build your own personalized documents.

 

Transaction Templates

Letter of Intent (LOI) A Letter of Intent (LOI) is a short non-binding contract that precedes a binding agreement, such as a share purchase agreement or asset purchase agreement.
LOI
document
Confidential Information Memorandum A Confidential Information Memorandum (CIM) is a document used in mergers and acquisitions to convey important information about a business that’s for sale including its operations, financial statements, management team, and other data to a prospective buyer.
CIM
document
Investment Banking Cover Letter This template shows you how to write a cover letter for investment banking.
IB
cover_letter
Term Sheet A term sheet outlines the basic terms and conditions under of an investment opportunity and is a non-binding agreement that serves as starting point for more detailed agreements, like a commitment letter, definitive agreement (share purchase agreement), or subscription agreement.
term_sheet
document
Resignation Letter A resignation letter is an official letter sent by an employee to their employer giving notice they will no longer be working at the company.
resignation_letter
Investment Banking Resume The Investment banking resume is tailored to the industry standard to avoid being immediately deleted if they don’t comply with the standard format.
IB
resume
ECM Deals Committee Memo An Equity Capital Markets (ECM) Memo is generated internally at an investment bank to approve a potential transaction.
equity_capital_markets
memo
Cover Letters Three different cover letter templates which you can use to create your personalized letter.
cover_letter
Business Letter Format This business letter format template provides you the proper structure for writing a formal business letter.
business_letter

All Transaction Templates A-Z