Boca Comm Homepage - Investment Banking - Finance Application

Investment Banking or Corporate Finance Services Application Form

Businesses seeking finance or equity investment services from Boca Comm begin the process by completing the following interview form.

We also offer a convenient worksheet to assist you in organizing your application. After printing and completing this form, you may return to this online application and obtain your Client ID.
Investment Banking Services Application Worksheet

Please — Do not use ALL UPPERCASE entries in the form below. How to Contact You Name:   Title:   Mobile:   Tel:   Fax:   Email:   Company Information Company:   Website:   Address:       City:   State:   Post Code:       Country:   Albania Algeria American Samoa Andorra Angola Anguilla Antarctica Antigua And Barbuda Argentina Armenia Aruba Australia Austria Azerbaijan Bahamas Bahrain Bangladesh Barbados Belarus Belgium Belize Benin Bermuda Bhutan Bolivia Bosnia and Herzegowina Botswana Bouvet Island Brazil British Indian Ocean Territory Brunei Darussalam Bulgaria Burkina Faso Burma Burundi Cambodia Cameroon Canada Cape Verde Cayman Islands Central African Republic Chad Chile China Christmas Island Cocos (Keeling) Islands Colombia Comoros Congo Congo, Democratic Republic of the Cook Islands Costa Rica Cote d'Ivoire Croatia Cyprus Czech Republic Denmark Djibouti Dominica Dominican Republic East Timor Ecuador Egypt El Salvador England Equatorial Guinea Eritrea Espana Estonia Ethiopia Falkland Islands Faroe Islands Fiji Finland France French Guiana French Polynesia French Southern Territories Gabon Gambia Georgia Germany Ghana Gibraltar Great Britain Greece Greenland Grenada Guadeloupe Guam Guatemala Guinea Guinea-Bissau Guyana Haiti Heard and Mc Donald Islands Honduras Hong Kong Hungary Iceland India Indonesia Iran Iraq Ireland Israel Italy Jamaica Japan Jordan Kazakhstan Kenya Kiribati Korea, Republic of Korea (South) Kuwait Kyrgyzstan Lao People's Democratic Republic Latvia Lebanon Lesotho Liberia Libya Liechtenstein Lithuania Luxembourg Macau Macedonia Madagascar Malawi Malaysia Maldives Mali Malta Marshall Islands Martinique Mauritania Mauritius Mayotte Mexico Micronesia, Federated States of Moldova, Republic of Monaco Mongolia Montenegro Montserrat Morocco Mozambique Myanmar Namibia Nauru Nepal Netherlands Netherlands Antilles New Caledonia New Zealand Nicaragua Niger Nigeria Niue Norfolk Island Northern Ireland Northern Mariana Islands Norway Oman Pakistan Palau Panama Papua New Guinea Paraguay Peru Philippines Pitcairn Poland Portugal Puerto Rico Qatar Reunion Romania Russia Russian Federation Rwanda Saint Kitts and Nevis Saint Lucia Saint Vincent and the Grenadines Samoa (Independent) San Marino Sao Tome and Principe Saudi Arabia Scotland Senegal Serbia Seychelles Sierra Leone Singapore Slovakia Slovenia Solomon Islands Somalia South Africa South Georgia and the South Sandwich Islands South Korea Spain Sri Lanka St. Helena St. Pierre and Miquelon Sudan Suriname Svalbard and Jan Mayen Islands Swaziland Sweden Switzerland Taiwan Tajikistan Tanzania Thailand Togo Tokelau Tonga Trinidad Trinidad and Tobago Tunisia Turkey Turkmenistan Turks and Caicos Islands Tuvalu Uganda Ukraine United Arab Emirates United Kingdom United States of America United States Minor Outlying Islands Uruguay Uzbekistan Vanuatu Vatican City State (Holy See) Venezuela Viet Nam Virgin Islands (British) Virgin Islands (U.S.) Wales Wallis and Futuna Islands Western Sahara Yemen Zambia Zimbabwe Corp Reg:   VAT Reg:   Transaction Objectives and Valuation Information Intentions - please tell us the exact intentions of the finance effort If Finance: IPO, Private Placement, Secondary Offering If Strategic: Sale, Merger If Financing, amount your company plans to raise Timing: Anticipated transaction timing Is your company public or private Please provide a brief summary of Use of Proceeds Presence Countries where you have significant business operations: Business Summary Please tell us about your company. Brief business description Three largest customers Significant alliance or strategic partners Primary competitors Your Industry and Competitors Please list your primary competitors and summarize differentiating factors between them and your company: Materials and Documents Supporting Your Request Please send via Email or facsimile +1 561 760 8425 or via mail/post/courier to either of the addresses below a copy of documents supporting your finance plans. Important: Please refer to your Boca Comm Client ID 3770 with all transmissions to ensure proper handling of your application: Executive Overview Business Plan General Company Literature Use of Proceeds Historical and Proforma Financials CV or Resumes of Top Management Names and Background of Notable Advisors or Board Members Boca Comm GCM Global Operations Center RE: Client ID 3770 5970 SW 18th Street Suite 177 Boca Raton Florida 33433 United States of America Boca Comm GCM ATTN: Global Operations RE: Client ID 3770 Suite 16 - Rosden House 372 Old Street London EC1V 9LT United Kingdom Company Situation Number of Employees Historical (Past 3 fiscal years): Year - Revenues/Turnover - EBITDA - Net Income Projected (Next 3 fiscal years): Year - Revenues/Turnover - EBITDA - Net Income If your company is not profitable, when and how will it be profitable Due Diligence Year Founded:   Annual Sales:       Corporate Capitalization:   Ownership and Management List of significant shareholders/investors (established venture capital names are helpful for pre-IPO candidates) Names and brief background of top management (please submit CV/Resume as above) Names and brief background of notable advisors or board members Progress and Experience Summary of progress and efforts to-date in this finance project Which investment banks your company has already approached Which banks and intermediaries your company has worked with in the past Comments Enter Security Code then press Submit

Important legal information - please read the disclaimer before proceeding. Products and services in these webpages may not be available for companies or residents of certain nations. Please consult the sales restrictions relating to the service in question for further information. © Boca Comm 1982-2009 — All rights reserved. Privacy Policy