Deal Protection

When to Walk Away from an M&A Deal

Not every deal is worth doing. Learn to recognize the warning signs in NDA negotiations that predict deal failure or post-closing nightmares.

The Best Deal You'll Ever Do Is the One You Don't Do

M&A professionals know that walking away from a bad deal is often more valuable than closing a marginal one. The NDA phase reveals critical information about how the counterparty will behave throughout the transaction.

Critical Red Flags in NDA Negotiations

Warning signs that should make you seriously reconsider the transaction

Critical

Refusal to Sign Any NDA

A counterparty unwilling to commit to basic confidentiality obligations likely has something to hide or no genuine interest in a fair transaction.

Warning Signs

  • "We don't sign NDAs" despite requesting confidential information
  • Endless delays without substantive objections
  • Verbal promises in lieu of written agreements
Critical

Extreme One-Sided Terms

NDAs so heavily weighted that they reveal bad faith or intent to use the agreement as a weapon rather than protection.

Warning Signs

  • Perpetual standstill with no fall-away provisions
  • Unlimited liability for any breach
  • Broad definitions that cover publicly available information
High Risk

Unreasonable Time Pressure

Artificial urgency designed to prevent proper review often indicates hidden problems or manipulation tactics.

Warning Signs

  • "Sign by end of day or we move to other buyers"
  • Refusal to allow legal review
  • Manufactured deadlines with no legitimate basis
High Risk

Constant Requirement Changes

Moving goalposts during NDA negotiation predict endless renegotiation during the actual deal, wasting time and resources.

Warning Signs

  • Accepted terms suddenly reopened without explanation
  • Different representatives demanding conflicting provisions
  • "Final" versions that keep changing
High Risk

Resistance to Standard Carve-Outs

Refusal to include standard exclusions suggests the counterparty may later claim ordinary business activity breaches the NDA.

Warning Signs

  • No exclusion for publicly available information
  • No independent development protection
  • Rejection of legal compulsion disclosure rights
Medium Risk

Excessive Non-Solicitation Demands

Overly broad employee restrictions suggest the seller is more interested in protecting against competition than completing a deal.

Warning Signs

  • No-hire provisions extending to all employees
  • Restrictions lasting 3+ years
  • No exception for general advertisements
Medium Risk

Resistance to Residuals Protection

Absolute refusal to include any residuals clause may indicate plans to later claim your normal business operations violate the NDA.

Warning Signs

  • Treating all general knowledge as protectable
  • Requiring "memory wipe" for diligence participants
  • Restrictions on working in the same industry
Medium Risk

Asymmetric Information Rights

When the counterparty demands extensive access while refusing reciprocal disclosure, the playing field is intentionally uneven.

Warning Signs

  • One-way confidentiality in what should be mutual
  • Extensive buyer disclosure, minimal seller transparency
  • Audit rights without reciprocity

Behavioral Red Flags Beyond the Document

Lawyer as Bad Cop

When the business team is friendly but their lawyers are unreasonable, expect the same dynamic throughout the deal.

Ghosting During Negotiations

Disappearing for days or weeks during NDA discussions predicts communication problems during time-sensitive deal phases.

Lack of Internal Alignment

When you receive contradictory positions from different team members, decision-making dysfunction will plague the transaction.

Excessive Formality

Refusing any phone calls or insisting on purely written negotiation often indicates distrust or intent to create paper trails for litigation.

Last-Minute Changes

Adding new requirements after handshake agreement signals a counterparty who will continue extracting concessions at every stage.

Blaming External Forces

"Our board/investors/lawyers require this" for unreasonable terms may be true, or may be a negotiating tactic that will repeat throughout the deal.

The Cost of Ignoring Red Flags

6-18 Months

Average time lost on failed M&A deals

$500K - $5M+

Typical diligence costs wasted

Team Burnout

Key personnel distracted from operations

Missed Opportunities

Better deals foregone while chasing bad ones

Walk-Away Decision Checklist

Check each red flag you've observed. Three or more checked items strongly suggests walking away.

Refusal to provide reasonable review time

Less than 48 hours to review complex NDA

Terms changed after verbal agreement

Accepted terms reopened without explanation

No standard exclusions accepted

Public info, prior knowledge, independent development excluded

Perpetual or 5+ year confidentiality term

Unreasonably long obligations for general business information

Aggressive standstill with no fall-away

Locked out even if seller shops deal to competitors

Unlimited or uncapped liability

No limitation on damages for any breach

Refusal to allow advisor disclosure

Cannot share with legal, accounting, or financing sources

Bad faith negotiation tactics observed

Threats, manipulation, or dishonesty during discussions

Proceed with Caution

No significant red flags detected. Continue negotiations but stay vigilant.

Professional Exit Strategies

How to walk away while preserving relationships and reputation

The Graceful Decline

Exit professionally when the deal simply doesn't work for you, without burning bridges for future opportunities.

  • Thank them for their time and engagement
  • Cite "fit" or "timing" rather than specific objections
  • Leave door open for future discussions
  • Return any materials received promptly

The Terms Impasse

When negotiations fail on specific issues, document the impasse clearly for the record.

  • Summarize final positions in writing
  • Explain why your position is market standard
  • Offer to reconsider if their position changes
  • Document good faith negotiation efforts

The Clean Break

When behavior is egregious, sometimes a swift, complete exit is the only appropriate response.

  • Brief written notification of withdrawal
  • No detailed explanation required
  • Immediate cessation of all discussions
  • Document concerning behavior for your records

Related Resources

More M&A NDA guidance and tools