Disclosure Schedules for M&A Transactions

Summary

This template disclosure schedule can be used by either party in connection with an M&A transaction. It is drafted below as a company disclosure schedule in a merger transaction, but can be modified for another party or transaction type. This template contains practical guidance and drafting notes. Disclosure schedules are an integral component of any M&A acquisition agreement. They are considered part of the acquisition agreement itself and are incorporated by reference into the agreement in their entirety. As a result of this, disclosure schedules serve an important role of either qualifying or elaborating upon the representations and warranties made by the party drafting the disclosure schedule. For additional information on disclosure schedules, see Disclosure Schedules: Preparation and Review, Representations and Warranties in Acquisition Agreements, and Due Diligence Work Product in M&A Deals.