New Firm Application Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Your NameEmail *Firm InformationFirm Name *Year of Incorporation *Ownership Owner's Name 1Percentage of Ownership 1Owner's Name 2Percentage of Ownership 2Owner's Name 3Percentage of Ownership 3Owner's Name 4Percentage of Ownership 4Total Number of Team Members (not including ownership)Advisors *Administrators *Valuation *Financial Analyst *Exit Planning *Appraiser (machining/equipment) *Geography HQ Location (City, State): *Any Additional Office Locations (City, State, Country): *What Geographic Areas Does Your Firm Cover (City, State, Country) *Are you FINRA licensed? *YesNoName of Person Licensed:Which FINRA licenses?Additional FINRA License Holders (Name, License Type):Do you have an E&O policy? *YesNoAre you real estate licensed? *YesNoIn what state(s) are you licensed?About Your Firm What terminology do you use for your firm and team? *Business BrokerBusiness IntermediaryM&A BrokerM&A AdvisorInvestment BankerOtherDoes your firm use a virtual data room? If yes, which one? *YesNoWhich one? *Does your firm use a CRM system? If yes, which one? *YesNoWhich one?ExperienceWhat are the top 5 industries you have completed the most deals in with an EV of $5M or higher? *Which industries, if any, has anyone within your firm completed 5 or more deals, that would classify them as an expert?* *Total Years of M&A Experience (entire firm) *Total Years of Business Ownership (entire firm) *List industries of past business ownership experience: *Are You a Member of a Franchise? *YesNoWhat is the name of the franchise?List your professional designations or credentials: *Revenues & OpportunitiesFirm Revenues 2026 YTD Revenue ($) *2026 YTD Sell Side (%) *2026 YTD Buy Side (%) *2026 YTD Valuation (%) *2026 YTD Other (%) *2025 Revenue ($) *2025 Sell Side (%) *2025 Buy Side (%) *2025 Valuation (%) *2025 Other (%) *2024 Revenue ($) *2024 Sell Side (%) *2024 Buy Side (%) *2024 Valuation (%) *2024 Other (%) *2023 Revenue ($) *2023 Sell Side (%) *2023 Buy Side (%) *2023 Valuation (%) *2023 Other (%) *Total number of deals (TEV > $5M) since inception: *Deals Number of Closed Deals (TEV>$5M) Total Deals Since Inception *2026t YTD *2025 *2024 *2023 *Largest Closed Deals (TEV) 2026 YTD *2025 *2024 *2023 *TEV in Closed Deals 2026 YTD *2025 *2024 *2023 *What are your closing ratios? 2026 YTD *2025 *2024 *2023 *Have you Completed an International Deal? If so, Where? *YesNoWhat Countries? *What is your current deal flow (TEV) under contract? * Current Year Predictions 2026 Deals Closed *Additional Advisors Added *2026 Firm Revenue *Collaboration Will you commit to attending at least one in-person conference per year?YesNoWill you commit to attending and participating in 70% of our virtual calls?YesNoWill you recommend your team participate in the virtual calls?YesNoWill you commit to participating in our Microsoft Teams Chats?YesNoAre you willing to help your alliance partner if/when called upon?YesNoAre you willing to be an industry expert on an alliance partner’s deal if/when the opportunity presents itself?YesNoReferencesPlease 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 InformationPlease 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? *ProfessionalAre you a part of any professional organizations? *YesNoPlease list professional organizations: *Please list any awards you or your firm have received during your tenure in M&A:Are you a part of any philanthropic organizations? *YesNoPlease list philanthropic organizations: *SignatureI certify that my answers are true and complete to the best of my knowledge. * Clear Signature Date *Submit ApplicationSave and Resume Later Your form entry has been saved and a unique link has been created which you can access to resume this form. Enter your email address to receive the link via email. Alternatively, you can copy and save the link below. Please note, this link should not be shared and will expire in 30 days, afterwards your form entry will be deleted. Copy Link Email * Send Link
