M&A transaction support proposal: Free template

Customize this free M&A transaction support proposal with Cobrief

Open this free M&A transaction support proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on the deal size, transaction type, and the client’s specific needs. You can also use AI to review your draft — spot gaps, tighten language, and improve clarity before sending.

Once you're done, send, download, or save the proposal in one click — no formatting or setup required.

This template is fully customizable and built for real-world use — ideal for guiding founders, acquirers, or internal teams through M&A prep, diligence, deal execution, and close. Whether you're managing the sell-side process or supporting a strategic acquisition, this version gives you a structured head start and removes the guesswork.

What is an M&A transaction support proposal?

An M&A transaction support proposal is a document that outlines how you’ll help a client navigate the sale or purchase of a company. It defines your role in the process — from diligence and valuation to deal structuring, coordination, and post-close handoff.

This proposal is typically sent after an introductory call or exploratory session. It formalizes your involvement, clarifies deliverables, and creates alignment before the transaction begins moving at full speed.

A strong M&A support proposal helps you:

• Establish credibility and deal-readiness
• Break down the support you’ll provide across the transaction lifecycle
• Set expectations around communication, coordination, and deadlines
• Reduce client confusion in a high-stakes, fast-moving process

Use this proposal to lock in your role and streamline execution before the pressure ramps up.

Why use Cobrief to edit your proposal

Cobrief helps you turn complex, high-stakes services into clear, structured proposals — with built-in AI to streamline edits and simplify deal jargon.

• Edit the proposal directly in your browser: No formatting blocks — just write, refine, and send.
• Rewrite sections with AI: Clarify legal, financial, or strategic terms for clients unfamiliar with deal flow.
• Run a one-click AI review: Spot gaps, unclear language, or misaligned expectations before sending.
• Apply AI suggestions instantly: Accept individual edits or apply all at once.
• Share or export instantly: Send a live link or export a clean PDF or DOCX for your client or counterparties.

Build trust with a polished, professional proposal that reads as clearly as you operate.

When to use this proposal

This M&A transaction support proposal works well in scenarios like:

• Supporting a founder preparing to sell their business
• Assisting with a strategic acquisition or merger on the buy-side
• Providing transaction execution for PE-backed roll-ups or carveouts
• Coordinating third-party workstreams (legal, tax, diligence, compliance)
• Acting as interim CFO, COO, or deal lead during a transaction

Use this proposal to structure your involvement and show stakeholders you can lead calmly under pressure.

What to include in an M&A transaction support proposal

This template helps your client understand how you’ll add value, what you’ll handle, and how the deal will flow. Here's how to structure it:

• Executive summary: Frame the transaction and your role — e.g., “You’re exploring a potential $8–10M strategic sale. We’ll support you from LOI to close across diligence, financial modeling, negotiation prep, and coordination.”
• Scope of services: Outline the phases — e.g., (1) Pre-LOI prep (data room, CIM, buyer targeting), (2) LOI + diligence support (Q&A handling, modeling, issue tracking), (3) Deal execution (review term sheet drafts, manage advisors), (4) Post-close handoff or integration.
• Approach and cadence: Summarize your style — e.g., async support via email + weekly calls, or embedded deal team with Slack, Notion, and real-time updates.
• Timeline: Note expected transaction duration — e.g., “Typical deal cycle is 6–10 weeks from LOI to close, subject to buyer timing.”
• Fees: Explain your structure — flat fee, hourly, milestone-based, or success-linked. Be clear about boundaries and optional phases.
• Terms and expectations: Clarify availability, turnaround times, what the client is responsible for (e.g., providing financials), and how you’ll handle confidentiality and advisor coordination.
• Next steps: End with a clean call to action — “Reply to confirm,” “Schedule kickoff call,” or “Sign engagement letter to begin.”

How to write an effective M&A transaction support proposal

Transactions move fast. Your proposal should show you’re ready. Here’s how to tighten it:

• Structure it like a deal memo: Sponsors and founders trust clarity — not fluff
• Lead with outcomes: Explain how your support de-risks the process and saves time
• Be explicit about handoff points: Most confusion happens between phases — solve for that early
• Tailor tone to the client: Use slightly warmer language for founders, more direct structuring for deal teams
• Set tight boundaries on scope creep: It’s easy for support roles to balloon — make lines visible upfront
• End with clarity: Make next steps low-friction and time-bound

Frequently asked questions (FAQs)

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This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.