New Member Firm Application 2023 - Cornerstone International

1Firm Information

2Experience

3Revenues & Opportunities

4References

5Additional Information & Signature

Firm Information

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Firm Name *

Year of Incorporation *

Ownership

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Owner's Name 1

Percentage of Ownership 1

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Owner's Name 2

Percentage of Ownership 2

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Owner's Name 3

Percentage of Ownership 3

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Owner's Name 4

Percentage of Ownership 4

Total Number of Team Members (not including ownership)

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Advisors *

Administrators *

Valuation *

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Exit Planning *

Financial Analyst *

Appraiser (machining/equipment) *

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? *

Experience

What are the top 5-10 industries you have have completed the most transactions in with an enterprise value of $2M or higher? *

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

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Total Years of M&A Experience (You and Your Team): *

Total Years of Business Ownership Experience (You and Your Team): *

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 (all fields required)

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F/Y 2022 Revenue ($) *

F/Y 2022 Sell Side (%) *

F/Y 2022 Buy Side (%) *

F/Y 2022 Valuation (%) *

F/Y 2022 Other (%) *

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F/Y 2021 Revenue ($) *

F/Y 2021 Sell Side (%) *

F/Y 2021 Buy Side (%) *

F/Y 2021 Valuation (%) *

F/Y 2021 Other (%) *

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F/Y 2020 Revenue ($) *

F/Y 2020 Sell Side (%) *

F/Y 2020 Buy Side (%) *

F/Y 2020 Valuation (%) *

F/Y 2020 Other (%) *

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F/Y 2019 Revenue ($) *

F/Y 2019 Sell Side (%) *

F/Y 2019 Buy Side (%) *

F/Y 2019 Valuation (%) *

F/Y 2019 Other (%) *

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

Number of Completed Deals for the following years:

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Year to Date Completed Deals: (#) *

2022 Completed Deals: (#) *

2021 Completed Deals: (#) *

2020 Completed Deals: (#) *

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2019 Completed Deals: (#) *

Largest single deal in each of the following years ($):

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Current YTD Largest Deal TEV *

Current YTD Largest Deal Industry *

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2022 Largest Deal TEV *

2022 Largest Deal Industry *

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2021 Largest Deal TEV *

2021 Largest Deal Industry *

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2020 Largest Deal TEV *

2020 Largest Deal Industry *

Average deal value (TEV) over the last 3 years ($):

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YTD Avg Deal Value *

2022 Avg Deal Value *

2021 Avg Deal Value *

2020 Avg Deal Value *

What are your closing ratios on deals for the following years? (%)

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Current YTD Closing Ratio *

2022 Closing Ratio *

2021 Closing Ratio *

2020 Closing Ratio *

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

What Countries? *

When did the international deal occur? *

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

2023 Predictions

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2023 Predicted Deals Closed: *

2023 Number of Advisors on Staff: *

2023 Predicted Firm Revenue: *

References

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

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Reference 1 Full Name *

Reference 1 Relationship *

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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.

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Reference Client Full Name *

Reference Client Relationship *

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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. *

Date *