BUSINESS INTERMEDIARY SERVICES, LTD.
1 WEST PACK SQUARE, SUITE 507, ASHEVILLE, NC 28801.
PHONE (828) 285-0018 · FAX (828) 285-0071
CONFIDENTIAL CORPORATE BUYER QUESTIONNAIRE
This questionnaire is to be used by public and private corporate acquires and investment groups. Print out form and return by fax or mail to BUSINESS INTERMEDIARY SERVICES, LTD. High net worth individuals use the
CONFIDENTIAL INDIVIDUAL BUYER QUESTIONNAIRE|
Date____________________ |
Company: _____________________________ |
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Contact Person: ____________________________ |
Title__________________________________ |
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Address:_________________________________________ |
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City:________________________________ State:___ Zip Code: _______________ |
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Business Phone: (_____) _______________ |
Fax: (_____) _______________ |
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E-mail: _____________________________ Web site _____________________________________ |
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Description of Business(es): _________________________________________________________________ |
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SIC Codes of Present Business (es): _______ _______ _______ _______ _______ _______ _______ |
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19___ Sales Revenue: $_________ Pretax: $_________ Net Worth: $_________ Employees: _______ |
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Financial Reference: ________________________ |
Phone:(_____) _______________ |
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Contact Name: _____________________________ |
Title: ________________________ |
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Public Company ( ) |
Private Company ( ) |
Venture Capital ( ) |
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Private Investment Group ( ) |
Merchant Bank ( ) |
Holding Company ( ) |
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Other: ( ) ______________________________________________ |
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To be completed by PRIVATE INVESTMENT GROUPS only: Equity Funds Available for Acquisition: Committed $________ Uncommitted $________ |
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ACQUISITION CRITERIA |
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SIC Codes which currently reflect your specific acquisition interest areas: |
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Same as Line of Business SIC Codes above ( ) |
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Other: |
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Geographic Preference: Entire USA: ( ) Specific States indicated on SEPARATE PAGE: ( ) |
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General Areas of Interest: (Indicate 1-4, 1 = First Choice) |
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Manufacturing: ( ) Distribution ( ) Service ( ) Retail ( ) |
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Acquisition Motivation: Strategic Fit ( ) Diversification ( ) Financial/Opportunistic ( ) |
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Revenue Range: $_______ to _______ million Market Value: $_______ to _______ million |
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Minimum Pretax: $_______ Minimum Cash Flow: $_______ |
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Please provide additional comments related to your acquisition needs on separate page. |
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