New Member Firm Application

1Firm Information

2Experience

3Revenues & Opportunities

4References

5Additional 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) *

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?* *

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)

Current F/Y Revenue ($) *

Current F/Y Sell Side (%) *

Current F/Y Buy Side (%) *

Current F/Y Valuation (%) *

Current F/Y Other (%) *

Previous F/Y Revenue ($) *

Previous F/Y Sell Side (%) *

Previous F/Y Buy Side (%) *

Previous F/Y Valuation (%) *

Previous F/Y Other (%) *

Year Before Last F/Y Revenue ($) *

Year Before Last F/Y Sell Side (%) *

Year Before Last F/Y Buy Side (%) *

Year Before Last F/Y Valuation (%) *

Year Before Last F/Y Other (%) *

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

Number of Completed Deals for the following years:

Year to Date Completed Deals: (#) *

2023 Completed Deals: (#) *

2022 Completed Deals: (#) *

2021 Completed Deals: (#) *

2020 Completed Deals: (#) *

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

Current YTD Largest Deal TEV *

Current YTD Largest Deal Industry *

Last Year Largest Deal TEV *

Last Year Largest Deal Industry *

Year Before Last Largest Deal TEV *

Year Before Last Largest Deal Industry *

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

YTD Avg Deal Value *

Last Year Avg Deal Value *

Year Before Last Avg Deal Value *

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

Current YTD Closing Ratio *

Last Year Closing Ratio *

Year Before Last 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? *

Current Year Predictions

Current Year Predicted Deals Closed: *

Current Year Number of Advisors on Staff: *

Current Year 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)

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

Date *