All information is strictly confidential.

    Firm Information

    Ownership

    Number of Team Members

    Experience

    Revenues and Opportunities

    Firm Revenues* (all fields required)

    Year Revenue ($) Sell Side (%) Buy Side (%) Valuation (%)
    2021
    2020
    2019
    2018

    Number of Completed Deals

    Largest Single Deal in Last 3 Years: (enterprise value)

    Average Deal Value Over the Last 3 Years: ($)

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

    What do you predict for 2022?

    References

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

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

    Additional Information

    Disclaimer and Signature

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