Designed forM&A Advisors

Screen deals faster with models you can trust

Valuation, acquisition, and M&A templates for fast-moving deal teams. Screen opportunities without rebuilding the workbook from scratch.

Loading...

Used by professionals from

KPMG logoWharton logoColumbia logoESSEC logoPwC logoHEC logo

Financial Models for M&A Advisors

Select and download any template to begin customizing your projections.

income_statement.xlsx
Income statement, brown brand palette
income_statement.xlsx
Income statement, green brand palette
income_statement.xlsx
Income statement, red brand palette

Free deal and valuation model templates for M&A advisors

Screen deals faster with models you can trust. Value businesses and build a deal view before the process moves on - DCF, LBO, accretion/dilution, and transaction screening - all without rebuilding the workbook.

Every free download is a fully editable .xlsx model with live formulas, built to the same visual standard and compatible with Microsoft Excel, Google Sheets, and Apple Numbers.

Start from a DCF, leveraged buyout model, M&A model, comparable company analysis, accretion/dilution model, or transaction screening template and get to a credible deal view fast.

Calculate your time savings

See how many hours your team can reclaim by using pre-made templates and automating Excel. Time spent actually closing deals rather than troubleshooting your model.

How many employees are using Excel every week?

Excel usageModerate
Employees using Excel10 employees
11020304050
Hours saved per year
1,300
Work days reclaimed per year
163
Cost savings per year
$130,000

Based on 5 hours/week in Excel, 30 min/day saved, and $100/hour rate.

Frequently asked questions

Are the LBO and M&A models credible for buy-side/sell-side deals?+

Yes. The formulas use standard investment banking structures, including detailed debt schedules, sources and uses, returns waterfalls, and accretion/dilution checks. VCs, PE funds, and banks recognize these formats.

Can I adjust the debt stacks and cash sweeps?+

Yes. The debt schedules are built dynamically to support multiple tranches of debt (senior, mezzanine, revolver) with customizable repayment rules, cash sweeps, and interest rate selectors.

Are the trading comps templates updated dynamically?+

Our public-company models are built from SEC-sourced EDGAR filings. You can download individual company models to pull peer comps directly into your deal valuation sheet.

Can I white-label these deal templates?+

Yes. You can add your advisory firm's branding, colors, and logo for internal use or delivery to one identified client. You may not resell, publish, or redistribute the model as a template or standalone product.

Have more financial modelling questions? Contact us

Alex Tapio, ex-Deloitte financial modelling expert

Created by ex-finance professionals

Hey, I’m Alex and I created Finamodel.

Over my years in the finance industry I kept building the same models over and over again. Same structure, same assumptions, different logo. So I started building frameworks to turn them into clean, reusable templates.

Every model here is one I’d actually use for a client, and I personally vet each one before it goes up.

I’m not an expert in every industry, but I’ve built enough models to know what belongs in one. And when something is completely foreign to me, I reach out to my network for experts to work on our models with us.

Having a template library on hand cuts a first build from hours to minutes.

Need help finding your model? You’ll find me in the Finamodel app!

Go further

Build the financial model you need with Fina

Browse templates, examples, and downloadable Excel models for the analysis you are trying to build. If you can't find your model, ask Fina to build a model for your specific needs.

Start for free
Excel financial model spreadsheet preview showing Customer Rollforward
Fina interactive chat interface preview