New Member Firm Application - Cornerstone International

Firm Information

Firm Name*

Year of Incorporation*

Ownership

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)?

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):*

Industries of past business ownership experience?*

Are You a Member of a Franchise?*
YesNo

If yes, which one?

List your professional designations or credentials:*

Revenues and Opportunities

Firm Revenues* (all fields required)

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

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

Number of Completed Deals

YTD*

2021*

2020*

2019*

2018*

Largest single deal in each of the following years:*

Year	TEV	Industry
Current YTD
2021
2020
2019

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

	Average Deal Value
Current YTD
2021
2020
2019

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

Current YTD*

2021*

2020*

2019*

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 2022?

Total deals closed:*

Number of advisors on staff:*

Total firm revenue:*

References

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.

Full Name*

Relationship*

Company*

Phone*

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? *
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:

Disclaimer and Signature

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

To sign, type your full name below.*

Date*