M&A Closing Checklist
Use this form to track transaction readiness, required approvals, closing documents, outstanding issues, and final closing status for an M&A deal.
Transaction Overview
Transaction Name / Deal Name
*
Target Company Name
*
Buyer / Acquirer Name
*
Seller Name
*
Transaction Type
*
Please Select
Asset Purchase
Stock Purchase
Merger
Other
Intended Closing Date
*
-
Month
-
Day
Year
Date
Current Closing Status
*
Please Select
Not Started
In Progress
Pending Conditions
Ready to Close
Closed
Primary Deal Contact / Checklist Owner
*
First Name
Middle Name
Last Name
Checklist Ownership and Coordination
Checklist Owner / Contact Name
*
First Name
Middle Name
Last Name
Role / Title
*
Email Address
*
example@example.com
Department or Team
Please Select
Legal
Finance
Corporate Development
Operations
Tax
HR
Other
Legal Counsel Responsible
Finance Lead Responsible
Priority / Escalation Status
*
Normal
Urgent
Blocked
Completed
Conditions to Closing
Board approval obtained
*
Yes
No
Pending
Shareholder approval obtained
*
Yes
No
Pending
Regulatory approvals obtained
*
Yes
No
Pending
Financing confirmed
*
Yes
No
Pending
Third-party consents obtained
*
Yes
No
Pending
No material adverse change confirmed
*
Yes
No
Pending
Unmet conditions, blockers, and due dates for outstanding items
Required Documents and Deliverables
Required Documents and Deliverables
*
Status
*
Please Select
Not Started
Pending
Received
Signed
Filed
Owner
Notes
Include ancillary agreements
Yes
Include closing certificates
Yes
Include payoff letters
Yes
Include consents and releases
Yes
Include assignment documents
Yes
Include board and shareholder approvals
Yes
Approvals and Signatures Status
Approval Type
*
Please Select
Board
Shareholder
Management
Internal
Regulatory
Other
Approving Party Name or Group
*
Approval Date
-
Month
-
Day
Year
Date
Signature Status
*
Please Select
Not Started
In Progress
Partially Signed
Fully Signed
Not Required
Other
Signature Completion Date
-
Month
-
Day
Year
Date
Remaining Signatories
Outstanding Issues and Exceptions
Issue Description
*
Category
*
Please Select
Legal
Finance
Tax
Employment
Regulatory
Operational
Other
Severity / Impact
*
Low
Medium
High
Action Owner
*
First Name
Last Name
Target Resolution Date
-
Month
-
Day
Year
Date
Current Status
*
Please Select
Open
In Progress
Resolved
Waived
Closing Logistics and Finalization
Closing Date and Time Confirmation
*
-
Month
-
Day
Year
Date
Hour Minutes
AM
PM
AM/PM Option
Closing Location or Virtual Meeting Link
*
Funds Transfer Coordination Status
*
Please Select
Not started
In progress
Confirmed
Completed
Not applicable
Final Closing Checklist Complete
*
Yes
No
Post-Closing Filing or Notice Obligations
Regulatory filing
Government notice
Shareholder notice
Lender notice
Tax filing
Other
Final Remarks
Overall Readiness
*
Please Select
Not ready
Partially ready
Ready to close
Closed
Submit Checklist
Should be Empty: