Flash Report –Bullet pointsummary of keyissues identifiedafter site visitCORE –Carve OutReadiness& ExecutionRL –RequestListTerm Sheet –One pageoutlining theagreementsof the dealUnder theTent –People whoare aware ofthe dealBack Office –Supportingfunctions (IT,HR andFinance &Accounting)NewCo –Newlyformed entityafter dealclosesCapEx –CapitalExpenseSMO –SeparationManagementOfficeAPA –AssetPurchaseAgreementDR –DataRoomInvestmentThesis –Goals for theinvestmentCORE –Carve OutReadiness& ExecutionBolt On –Targetacquired &merged w/ aPlatform Co.CAPE –CybersecurityAdvisory forPrivate EquityOpEx –OperatingExpenseNew Logo– New PEFirm orClientSVA –Site VisitAgendaKAP –KeyAccountProgramUnder theTent –People whoare aware ofthe dealLOI –Letter ofIntentNDA –NonDisclosureAgreementCIM –ConfidentialInformationMemorandumAPA –AssetPurchaseAgreementPCI DSS –Payment CardIndustry DataSecurityStandardIMO –IntegrationManagementOfficeTarget –CompanybeingpurchasedFlash Report –Bullet pointsummary of keyissues identifiedafter site visitCORE –Carve OutReadiness& ExecutionRL –RequestListTerm Sheet –One pageoutlining theagreementsof the dealUnder theTent –People whoare aware ofthe dealBack Office –Supportingfunctions (IT,HR andFinance &Accounting)NewCo –Newlyformed entityafter dealclosesCapEx –CapitalExpenseSMO –SeparationManagementOfficeAPA –AssetPurchaseAgreementDR –DataRoomInvestmentThesis –Goals for theinvestmentCORE –Carve OutReadiness& ExecutionBolt On –Targetacquired &merged w/ aPlatform Co.CAPE –CybersecurityAdvisory forPrivate EquityOpEx –OperatingExpenseNew Logo– New PEFirm orClientSVA –Site VisitAgendaKAP –KeyAccountProgramUnder theTent –People whoare aware ofthe dealLOI –Letter ofIntentNDA –NonDisclosureAgreementCIM –ConfidentialInformationMemorandumAPA –AssetPurchaseAgreementPCI DSS –Payment CardIndustry DataSecurityStandardIMO –IntegrationManagementOfficeTarget –Companybeingpurchased

M&A Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Flash Report – Bullet point summary of key issues identified after site visit
  2. CORE – Carve Out Readiness & Execution
  3. RL – Request List
  4. Term Sheet – One page outlining the agreements of the deal
  5. Under the Tent – People who are aware of the deal
  6. Back Office – Supporting functions (IT, HR and Finance & Accounting)
  7. NewCo – Newly formed entity after deal closes
  8. CapEx – Capital Expense
  9. SMO – Separation Management Office
  10. APA – Asset Purchase Agreement
  11. DR – Data Room
  12. Investment Thesis – Goals for the investment
  13. CORE – Carve Out Readiness & Execution
  14. Bolt On – Target acquired & merged w/ a Platform Co.
  15. CAPE – Cybersecurity Advisory for Private Equity
  16. OpEx – Operating Expense
  17. New Logo – New PE Firm or Client
  18. SVA – Site Visit Agenda
  19. KAP – Key Account Program
  20. Under the Tent – People who are aware of the deal
  21. LOI – Letter of Intent
  22. NDA – Non Disclosure Agreement
  23. CIM – Confidential Information Memorandum
  24. APA – Asset Purchase Agreement
  25. PCI DSS – Payment Card Industry Data Security Standard
  26. IMO – Integration Management Office
  27. Target – Company being purchased