New Member Firm Application

1Firm Information

2Experience

3Revenues & Opportunities

4Collaboration

5References

6Additional Information & Signature

Firm Information

Firm Name *

Year of Incorporation *

Ownership

Owner's Name 1

Percentage of Ownership 1

Owner's Name 2

Percentage of Ownership 2

Owner's Name 3

Percentage of Ownership 3

Owner's Name 4

Percentage of Ownership 4

Total Number of Team Members (not including ownership)

Advisors *

Administrators *

Valuation *

Exit Planning *

Financial Analyst *

Appraiser (machining/equipment) *

Geography

Office Location(s) (City, State): *

Additional Regions Covered: *

Are you FINRA licensed? *

Name of Person Licensed:

Which FINRA licenses?

Additional FINRA License Holders (Name, License Type):

Do you have an E&O policy? *

Are you real estate licensed? *

In what state(s) are you licensed? *

About Your Firm

What terminology do you use for your firm and team? *

Business Broker
Business Intermediary
M&A Broker
M&A Advisor
Investment Banker
Other

What is your terminology? *

Does your firm use a virtual data room? If yes, which one? *

Which one? *

Does your firm use a CRM system? If yes, which one? *

Which one?

Experience

What are the top 5 industries you have completed the most deals in with an EV of $5M or higher? *

Which industries, if any, has anyone within your firm completed 5 or more deals, that would classify them as an expert?* *

Total Years of M&A Experience (entire firm) *

Total Years of Business Ownership (entire firm) *

List industries of past business ownership experience: *

Are You a Member of a Franchise? *

What is the name of the franchise? *

List your professional designations or credentials: *

Revenues & Opportunities

Firm Revenues

Current YTD Revenue ($) *

Current YTD Sell Side (%) *

Current YTD Buy Side (%) *

Current YTD Valuation (%) *

Current YTD Other (%) *

Last Year Revenue ($) *

Last Year Sell Side (%) *

Last Year Buy Side (%) *

Last Year Valuation (%) *

Last Year Other (%) *

Two Years Ago Revenue ($) *

Two Years Ago Sell Side (%) *

Two Years Ago Buy Side (%) *

Two Years Ago Valuation (%) *

Two Years Ago Other (%) *

Three Years Ago Revenue ($) *

Three Years Ago Sell Side (%) *

Three Years Ago Buy Side (%) *

Three Years Ago Valuation (%) *

Three Years Ago Other (%) *

Total number of deals (TEV > $2M) since inception: *

Deals

Number of Closed Deals (TEV>$5M)

Total Deals *

Current YTD *

Last Year *

Two Years Ago *

Three Years Ago *

Largest Closed Deals

Current YTD *

Last Year *

Two Years Ago *

Three Years Ago *

TEV in Closed Deals

Current YTD *

Last Year *

Two Years Ago *

Three Years Ago *

Average Deal Value (EV)

Current YTD *

Last Year *

Two Years Ago *

Three Years Ago *

What are your closing ratios?

Current YTD *

Last Year *

Two Years Ago *

Three Years Ago *

Have you Completed an International Deal? If so, Where? *

What Countries? *

What is your current deal flow (TEV) under contract? *

Current Year Predictions

Current Year Deals Closed *

Current Year # of Advisors *

Current Year Firm Revenue *

Collaboration

Will you commit to attending at least one in-person conference per year?

Will you commit to attending and participating in 70% of our virtual calls?

Will you recommend your team participate in the virtual calls?

Will you commit to participating in our Microsoft Teams Chats?

Are you willing to help your alliance partner if/when called upon?

Are you willing to be an industry expert on an alliance partner’s deal if/when the opportunity presents itself?

References

Please list a professional reference whom you have worked with in the last three years. (i.e. M&A Attorney, CPA)

Reference 1 Full Name *

Reference 1 Relationship *

Reference 1 Company *

Reference 1 Phone *

Reference 1 Email Address *

Please list a Client reference whom you have worked with in the last three years.

Reference Client Full Name *

Reference Client Relationship *

Reference Client Company *

Reference Client Phone *

Reference Client Email Address *

Additional Information

Please list any past, present, or pending litigation. *

What do you hope to gain from joining Cornerstone International Alliance? *

What are you able and willing to contribute to the greater good of Cornerstone International Alliance? *

Professional

Are you a part of any professional organizations? *

Please list professional organizations: *

Please list any awards you have received during your tenure in M&A:

Are you a part of any philanthropic organizations? *

Please list philanthropic organizations: *

Signature

I certify that my answers are true and complete to the best of my knowledge. *

Clear Signature

Date *