New Member 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 Application
