Last updated: 2026-03-10

M&A Deal Protection Checklist

By Jeremy Tomes — Private Equity Investor | M&A Attorney for SMBs | Founder & Board Chairman at Prime Contractor Supply

Gain a practical, battle-tested checklist covering indemnities, offset clauses, and holdbacks to protect deal value and minimize post-close disputes. This resource helps you quickly identify gaps in contract protections, optimize risk allocation, and accelerate safer, more confident deal execution compared with tackling protect-the-deal tasks solo.

Published: 2026-03-10

Primary Outcome

Preserve deal value by ensuring robust indemnities, offset protections, and holdbacks to minimize post-close losses.

Who This Is For

What You'll Learn

Prerequisites

About the Creator

Jeremy Tomes — Private Equity Investor | M&A Attorney for SMBs | Founder & Board Chairman at Prime Contractor Supply

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FAQ

What is "M&A Deal Protection Checklist"?

Gain a practical, battle-tested checklist covering indemnities, offset clauses, and holdbacks to protect deal value and minimize post-close disputes. This resource helps you quickly identify gaps in contract protections, optimize risk allocation, and accelerate safer, more confident deal execution compared with tackling protect-the-deal tasks solo.

Who created this playbook?

Created by Jeremy Tomes, Private Equity Investor | M&A Attorney for SMBs | Founder & Board Chairman at Prime Contractor Supply.

Who is this playbook for?

M&A counsel drafting and reviewing mid-market purchase agreements seeking stronger risk allocation, Corporate development leaders aiming to protect deal value and minimize post-close risk, Transaction advisory professionals evaluating indemnity and holdback protections for PE-backed deals

What are the prerequisites?

Interest in education & coaching. No prior experience required. 1–2 hours per week.

What's included?

Indemnity and holdback optimization. Clear risk allocation to protect value. Practical, battle-tested guidance for deal protection

How much does it cost?

$0.60.

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