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M&A Due Diligence Information Request List — 224 Items, Core List Plus Four Industry Modules
  • M&A Due Diligence Information Request List — 224 Items, Core List Plus Four Industry Modules
  • M&A Due Diligence Information Request List — 224 Items, Core List Plus Four Industry Modules
  • M&A Due Diligence Information Request List — 224 Items, Core List Plus Four Industry Modules
  • M&A Due Diligence Information Request List — 224 Items, Core List Plus Four Industry Modules
  • M&A Due Diligence Information Request List — 224 Items, Core List Plus Four Industry Modules
  • M&A Due Diligence Information Request List — 224 Items, Core List Plus Four Industry Modules
  • M&A Due Diligence Information Request List — 224 Items, Core List Plus Four Industry Modules
  • M&A Due Diligence Information Request List — 224 Items, Core List Plus Four Industry Modules
  • M&A Due Diligence Information Request List — 224 Items, Core List Plus Four Industry Modules
  • M&A Due Diligence Information Request List — 224 Items, Core List Plus Four Industry Modules
  • M&A Due Diligence Information Request List — 224 Items, Core List Plus Four Industry Modules
  • M&A Due Diligence Information Request List — 224 Items, Core List Plus Four Industry Modules
Originally published: 21/09/2026 11:03
Publication number: ELQ-12784-1
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M&A Due Diligence Information Request List — 224 Items, Core List Plus Four Industry Modules

The list you send on day one. 224 items across a universal core and four industry modules, driven from a setup sheet.

Eve Changby Eve Chang
Financial due diligence practitioner — quality of earnings, working capital and net debt.Follow
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due diligencerequest listinformation requestm&atransaction servicesbuy sidechecklist
Description
The information request list is the first thing you send, and the thing that decides how the next six weeks go. This one has 224 items, built from real engagements and organized so you can send it the same day.

WHAT YOU GET
  • A core list of 69 requests that applies to any engagement, in any industry
  • Four industry modules — healthcare hospital, healthcare clinic, construction and development, and general services — with the items the core list does not cover
  • A setup sheet that drives every period reference, so the whole workbook rolls forward by editing five cells
  • Priority, format requested, status, date requested, date received, data room reference and notes on every line, with dropdowns and filters already set
  • A progress sheet that counts what is outstanding without any maintenance
  • Print setup done: landscape, fitted to width, header row repeating

FORMAT
One .xlsx workbook, 254 formulas, no macros. Works in Excel and Google Sheets.
All original material and generic professional practice. No firm names, no client data, nothing proprietary. Yours to use on as many engagements as you like.
From NorthfieldPress.

This Best Practice includes
1 Excel workbook with a core list and four industry modules

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Further information

Send a complete, prioritized information request on the first day of an engagement, and use the same workbook as the tracker for what has arrived and what has not.

You are about to open a financial due diligence engagement, or you want a defensible starting list to edit down for a specific target.

You need legal, tax or commercial due diligence request lists — this is financial only. It is also not a data room index.


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