Corporate Merger Due Diligence Intake Form

Company Name Address Contact Person Email Phone Number Nature of the Merger Acquisition Merger of Equals Other Expected Transaction Date Brief Description of the Transaction Type of Entity List of Subsidiaries / Affiliates Organizational Structure Recent Annual Revenue Recent Annual EBITDA Recent Annual Net Income Summary of Outstanding Debt Pending Litigation Regulatory Compliance Issues Material Contracts Number of Employees Key Personnel Union/Collective Bargaining Agreements Patents Trademarks Other IP Assets