LockRoom resource library
The LMM M&A
reference library
19 free, practitioner grade resources covering sell side process, deal structuring, diligence, and closing. No upsell. No fluff.
Selling a business
8 liveTools to run a clean sell side process from teaser to close.
Template
CIM Template Outline
- 11 sections with item level fields
- Sample exhibits and anonymized tables
- FAQ covering 8 common buyer questions
PDF · 12 pages·Updated April 2026
Template
CIM Template (Full PowerPoint)
- 32 slide editable PowerPoint, fill in placeholder
- Sample exhibits, tables, and charts
- Company history, market, financial sections built out
PPTX · 32 pages·Updated May 2026
Spreadsheet
Buyer Outreach Tracker
- Stage gates from teaser to LOI
- Buyer scoring framework
- Daily process review export
XLSX·Updated April 2026
Template
M&A NDA Template
- Mutual and unilateral variants
- Standstill and non solicit clauses
- Redline notes for buyer pushback
DOCX · 6 pages·Updated April 2026
Template
Investor Presentation Template
- 36 slide editable PowerPoint for buyer meetings
- Investment highlights, financials, transaction summary
- Diligence timeline and process letter sections
PPTX · 36 pages·Updated May 2026
Template
Teaser Template
- Anonymized one pager structure
- Key financial line items
- Investment highlights framing
PPTX·Updated May 2026
Guide
5 Keys to Market Reviews
- How to scope and time a market check
- What buyers actually look for first
- Five signals that swing valuation
PDF·Updated September 2025
Guide
How to Win in Buyer Meetings
- Pre meeting preparation checklist
- Question playbook for management
- Post meeting follow up cadence
PDF·Updated September 2025
Negotiating the LOI
4 liveWhat to fight on, what to walk from, what buyers slip in.
Checklist
LOI Checklist
- 14 clauses every sell side LOI needs
- Working capital peg language samples
- Exclusivity and breakup fee redlines
PDF · 5 pages·Updated April 2026
Guide
Mastering M&A Leverage
- When and how to walk a buyer back
- Multi bidder dynamics in practice
- Pacing tactics through exclusivity
PDF·Updated September 2025
Guide
Building Credibility and Control
- How to set buyer expectations early
- Process discipline that keeps leverage
- Communication cadence with diligence teams
PDF·Updated September 2025
Guide
4 Things to Look For in IOIs
- Distinguishing real vs sandbag bids
- Sources and uses red flags
- Pre LOI pacing decisions
PDF·Updated September 2025
Structuring the deal
3 liveEarnouts, working capital, escrow. The math that decides what the seller actually receives.
Template
Earnout Structuring Matrix
- Trigger metric trade off matrix
- Sample 30 percent rule scenarios
- Common buyer pushback playbook
XLSX·Updated April 2026
Spreadsheet
Working Capital Calculator
- Trailing twelve month peg builder
- True up window scenarios
- Net debt tie out lines
XLSX·Updated April 2026
Guide
Covenants That Keep Deals On Track
- Interim operating covenants explained
- No shop and exclusivity language
- Material adverse change carve outs
PDF·Updated September 2025
Running diligence
3 liveSix workstreams, scored before launch.
Checklist
Diligence Prep Checklist
- 6 workstreams scored before launch
- Item level data room prep tasks
- Buyer side timing expectations
PDF · 8 pages·Updated April 2026
Template
QofE Scope Worksheet
- Sell side vs buy side scope split
- Provider RFP comparison sheet
- Timeline impact estimator
XLSX·Updated April 2026
Template
Data Room Folder Structure
- 12 top level folder template
- Sector specific variations
- Permission tier mapping
XLSX·Updated May 2026
Closing the deal
1 liveThe last mile. Working capital trues, escrow, post close.
Checklist
Closing Checklist
- Signing day deliverables
- Working capital true up workflow
- Post close 30 60 90 day tasks
XLSX·Updated May 2026
Looking for something we don't have?
Email support@lockroom.com. We build new resources from real practitioner requests.
From the blog
Long form analysis on LMM deal making.
The earnout structure matrix: how LMM sellers leave 30 percent on the table
5/1/2026
Common Causes of M&A Deal Failure (And How to Avoid Them)
2/27/2026
How Virtual Data Rooms Protect Deals During M&A Due Diligence
2/3/2026
How Data Room Services Improve Collaboration in Corporate Deals
11/19/2025
Why Every Law Firm Needs a Secure Virtual Data Room
11/11/2025
Why a virtual data room VDR is Essential in Modern Business Transactions
10/29/2025
FAQ
Frequently Asked Questions
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