Tools and Downloads
Work smarter and faster with our tools, checklists, and downloads that help you get things done.
ChatGPT Cheat Sheet
Improve your workflow with this practical guide filled with useful ChatGPT tips and prompts for M&A professionals. [Read More]

Post-Merger Integration Checklist
Download your free post-merger integration checklist to ensure your team is prepared and organized for an upcoming integration. [Read More]

Due Diligence Checklists
Our due diligence checklists provide a comprehensive overview of action items to ensure you have all the right documents on hand. [Read More]

LBO – Resource Leveraged Buyout Model
Free leveraged buyout model. Fully customizable in Excel. Use it as a starting point, or as a full LBO tool. Download your copy today! [Read More]
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Excel Shortcuts — Work Smarter with this Handy Cheat Sheet
Be more efficient with Free Excel Shortcuts. Lists of handy formulas, common financial functions, quick editing & formatting tips, and much more! [Read More]
Random M&A Deal Project Name Generator
Does your firm or business need a name for a deal? Try our random M&A deal project name generator. [Read More]
3 Steps To Getting Promoted For Investment Bankers
Ambitition probably isn't a strong enough word to describe new investment banking recruits. [Read More]