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    Firm Information



    Ownership
    Owner's Name Ownership Percentage

    Total Number of Team Members (not including ownership)









    Experience










    Revenues and Opportunities

    Firm Revenues* (all fields required)

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

    Number of Completed Deals

    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: (%)






    YesNo




    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




    Professional







    Disclaimer and Signature

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