All information is strictly confidential.
Firm Name*
Year of Incorporation*
Owner's Name
Ownership Percentage
Total Number of Team Members (not including ownership)
Advisors*
Administrative*
Valuation*
Exit Planning*
Financial Analyst*
Appraiser (machining/equipment)*
Office Location(s) (City, State)*
Additional Regions Covered*
Are you FINRA licensed? Which Licenses?* YesNo
If yes, name of person licensed:
Additional FINRA License Holders (Name, License Type):
Do You have an E&O Policy?* YesNo
Are you real estate licensed* YesNo
If yes, in what state(s)?
What are the top 5-10 industries you have have completed the most transactions in with an enterprise value of $2M or higher?* Which industries, if any, has anyone within your firm completed 5 or more deals, that would classify them as an expert?*
Total years of M&A Experience (You and your team):*
Total Years of Business Ownership Experience (You and your team):*
Industries of past business ownership experience?*
Are You a Member of a Franchise?* YesNo
If yes, which one?
List your professional designations or credentials:*
Firm Revenues* (all fields required)
Year
Revenue ($)
Sell Side (%)
Buy Side (%)
Valuation (%)
Other (%)
2022
2021
2020
2019
Total number of deals (TEV > $2M) since inception:*
Number of Completed Deals
YTD*
2022*
2021*
2020*
2019*
Largest single deal in each of the following years ($):*
TEV
Industry
Current YTD
Average deal value (TEV) over the last 3 years ($):*
Average Deal Value
What are your closing ratios on deals for the following years: (%)
Current YTD*
Have you Completed an International Deal? If so, Where? YesNo
If yes, what country(s)?
When?
What is your current deal flow (TEV) under contract:*
What do you predict for 2023?
Total deals closed:*
Number of advisors on staff:*
Total firm revenue:*
Please list a professional reference whom you have worked with in the last three years. (i.e. M&A Attorney, CPA)
Full Name*
Relationship*
Company*
Phone*
Email Address*
Please list a Client reference whom you have worked with in the last three years.
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?*
Are you a part of any professional organizations? * YesNo If yes, please list:
Please list any awards you have received during your tenure in M&A:
Are you a part of any philanthropic organizations? * YesNo
If yes, please list:
I certify that my answers are true and complete to the best of my knowledge.
To sign, type your full name below.*
Date*
