OPPORTUNITIES
Target* Holding
Architecture/Design/Engineering
Automotive Related
Business Services
Commercial/Media
Construction
Consulting/Staffing
Finance/Insurance/Real Estate
Healthcare/Medical
Logistics/Storage/Transportation
Manufacturing
Professional Services
Retail
Technology
Wholesale/Distribution
If you do not have a target industry preference:
All Industries
Target Revenue: *
< $1M
$1M - $2.5M
$2.5M - $5M
$5M - $10M
$10M - $25M
$25M - $50M
> $50M
All Revenue Ranges
Target EBITDA: *
< $100K
$100K - $500K
$500K - $1M
$1M - $3M
$3M - $5M
$5M - $10M
> $10M
All EBITDA Ranges
Preferred Geographic Region*:
Canada
Caribbean
Mid-Atlantic(DC,DE,MD,NJ,NY,PA,WV)
Mid-South(AL,AR,KY,LA,MO,MS,TN)
Midwest(IL,IN,IA,MI,MN,OH,WI)
Mountain(CO,ID,MT,UT,WY)
New England(CT,MA,ME,NH,RI,VT)
Pacific(AK,CA,HI,OR,WA)
Plains(KS,ND,NE,OK,SD)
Southeast(FL,GA,NC,SC,VA)
Southwest(AZ,NV,NM,TX)
National (US)
No Geographic Preference
Recent Transactions:
Acquisition Philosophy:
Comments:
Financing
Source of funds for down payment*:
Self Partner Financial Institution PEG
Annual Revenue:
Net Worth: *
Choose from below:
< $100K
$100K - $250K
$250K - $500K
$500K - $1M
$1M - $5M
$5M - $10M
> $10M
Funds Available for Acquisition:*
Choose from below:
< $100K
$100K - $250K
$250K - $500K
$500K - $1M
$1M - $5M
$5M - $10M
> $10M
Approved borrowing capability:
Choose from below:
< $100K
$100K - $250K
$250K - $500K
$500K - $1M
$1M - $5M
$5M - $10M
> $10M
Name of Lender(if applicable):
Expected size of down payment as a percentage?
Have you purchased a business before*
Yes No
Industry State/Territory EBITDA
Comments :
PERSONAL
Please provide references to confirm your financial ability to proceed with this acquisition:
Name Phone Relationship
Have you filed for bankruptcy? *
Yes No
Had a foreclosure? *
Yes No
Judgement Filed against you? *
Yes No
Is there any reason you might declined a loan for a business acquisition? *
Yes No
If yes, please explain :
Highest education level:
Choose from below:
< High School Degree
High School Graduate
Associate's
Bachelor's
Master's
Ph.d
Currently Employed: Yes No
Annual Income:
Choose from below:
N/A
< $25K
$25K - $50K
$50K - $75K
$75K - $100K
$100K - $200K
$200K - $500K
> $500K
Please list the industries with which you have experience and corresponding position held, starting with the most recent:
Industry Position Year in Position
Brief description of your current or most recent position:
What are your revenue expectations the first year of owning the business?
Choose from below:
< $100K
$100K - $500K
$500K - $1M
$1M - $3M
$3M - $5M
> $5M
Financing
Type of Fund: Invested
Committed/Raised
Pledge
Size of Fund:
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