Investor / Finance / M&A Targets and Relationships (Last 10 Years in Descending Order) Month Month Relationship Started Jan Feb March April May June July Aug Sept Oct Nov Dec
Year Year Relationship Started 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Month Month Last Contacted Jan Feb March April May June July Aug Sept Oct Nov Dec
Year Year Last Contacted 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Relationship Title Please select one Board Member (publicly traded) C-level of Target M&A Venture Capital Private Equity Finance Analyst
Name of Firm
Target of Interaction Please Select One Additional Investment - Existing Investor Approving Annual Report Potential IPO Potential M&A Selling Assets
Type of Transaction Please select one Sign off on Annual Report as CEO/CFO Acquiring New Capital From New Investor Target Acquisition
Amount Raised (if relevant)
N/A for no monies, or the symbols $ or £ the abbreviations B for billion, M for million, K for thousands – e.g. - $43M
Add Another Row? Month Month Relationship Started Jan Feb March April May June July Aug Sept Oct Nov Dec
Year Year Relationship Started 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Month Month Last Contacted Jan Feb March April May June July Aug Sept Oct Nov Dec
Year Year Last Contacted 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Relationship Title Please select one Board Member (publicly traded) Venture Capital Private Equity Finance Analyst
Name of Person / Firm
Target of Interaction Please Select One Additional Investment - Existing Investor Approving Annual Report Potential IPO Potential M&A Selling Assets
Type of Transaction Please select one Sign off on Annual Report as CEO/CFO Acquiring New Capital From New Investor Target Acquisition
Amount Raised (if relevant)
N/A for no monies, or the symbols $ or £ the abbreviations B for billion, M for million, K for thousands – e.g. - $43M
Add Another Row? Month Month Relationship Started Jan Feb March April May June July Aug Sept Oct Nov Dec
Year Year Relationship Started 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Month Month Last Contacted Jan Feb March April May June July Aug Sept Oct Nov Dec
Year Year Last Contacted 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Relationship Title Please select one Board Member (publicly traded) Venture Capital Private Equity Finance Analyst
Name of Person / Firm
Target of Interaction Please Select One Additional Investment - Existing Investor Approving Annual Report Potential IPO Potential M&A Selling Assets
Type of Transaction Please select one Sign off on Annual Report as CEO/CFO Acquiring New Capital From New Investor Target Acquisition
Amount Raised (if relevant)
N/A for no monies, or the symbols $ or £ the abbreviations B for billion, M for million, K for thousands – e.g. - $43M
Add Another Row? Month Month Relationship Started Jan Feb March April May June July Aug Sept Oct Nov Dec
Year Year Relationship Started 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Month Month Last Contacted Jan Feb March April May June July Aug Sept Oct Nov Dec
Year Year Last Contacted 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Relationship Title Please select one Board Member (publicly traded) Venture Capital Private Equity Finance Analyst
Name of Person / Firm
Target of Interaction Please Select One Additional Investment - Existing Investor Approving Annual Report Potential IPO Potential M&A Selling Assets
Type of Transaction Please select one Sign off on Annual Report as CEO/CFO Acquiring New Capital From New Investor Target Acquisition
Amount Raised (if relevant)
N/A for no monies, or the symbols $ or £ the abbreviations B for billion, M for million, K for thousands – e.g. - $43M
Add Another Row? Month Month Relationship Started Jan Feb March April May June July Aug Sept Oct Nov Dec
Year Year Relationship Started 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Month Month Last Contacted Jan Feb March April May June July Aug Sept Oct Nov Dec
Year Year Last Contacted 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Relationship Title Please select one Board Member (publicly traded) Venture Capital Private Equity Finance Analyst
Name of Person / Firm
Target of Interaction Please Select One Additional Investment - Existing Investor Approving Annual Report Potential IPO Potential M&A Selling Assets
Type of Transaction Please select one Sign off on Annual Report as CEO/CFO Acquiring New Capital From New Investor Target Acquisition
Amount Raised (if relevant)
N/A for no monies, or the symbols $ or £ the abbreviations B for billion, M for million, K for thousands – e.g. - $43M
Add Another Row? Month Month Relationship Started Jan Feb March April May June July Aug Sept Oct Nov Dec
Year Year Relationship Started 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Month Month Last Contacted Jan Feb March April May June July Aug Sept Oct Nov Dec
Year Year Last Contacted 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Relationship Title Please select one Board Member (publicly traded) Venture Capital Private Equity Finance Analyst
Name of Person / Firm
Target of Interaction Please Select One Additional Investment - Existing Investor Approving Annual Report Potential IPO Potential M&A Selling Assets
Type of Transaction Please select one Sign off on Annual Report as CEO/CFO Acquiring New Capital From New Investor Target Acquisition
Amount Raised (if relevant)
N/A for no monies, or the symbols $ or £ the abbreviations B for billion, M for million, K for thousands – e.g. - $43M
Add Another Row? Month Month Relationship Started Jan Feb March April May June July Aug Sept Oct Nov Dec
Year Year Relationship Started 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Month Month Last Contacted Jan Feb March April May June July Aug Sept Oct Nov Dec
Year Year Last Contacted 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Relationship Title Please select one Board Member (publicly traded) Venture Capital Private Equity Finance Analyst
Name of Person / Firm
Target of Interaction Please Select One Additional Investment - Existing Investor Approving Annual Report Potential IPO Potential M&A Selling Assets
Type of Transaction Please select one Sign off on Annual Report as CEO/CFO Acquiring New Capital From New Investor Target Acquisition
Amount Raised (if relevant)
N/A for no monies, or the symbols $ or £ the abbreviations B for billion, M for million, K for thousands – e.g. - $43M
Add Another Row? Month Month Relationship Started Jan Feb March April May June July Aug Sept Oct Nov Dec
Year Year Relationship Started 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Month Month Last Contacted Jan Feb March April May June July Aug Sept Oct Nov Dec
Year Year Last Contacted 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Relationship Title Please select one Board Member (publicly traded) Venture Capital Private Equity Finance Analyst
Name of Person / Firm
Target of Interaction Please Select One Additional Investment - Existing Investor Approving Annual Report Potential IPO Potential M&A Selling Assets
Type of Transaction Please select one Sign off on Annual Report as CEO/CFO Acquiring New Capital From New Investor Target Acquisition
Amount Raised (if relevant)
N/A for no monies, or the symbols $ or £ the abbreviations B for billion, M for million, K for thousands – e.g. - $43M
Add Another Row? Month Month Relationship Started Jan Feb March April May June July Aug Sept Oct Nov Dec
Year Year Relationship Started 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Month Month Last Contacted Jan Feb March April May June July Aug Sept Oct Nov Dec
Year Year Last Contacted 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Relationship Title Please select one Board Member (publicly traded) Venture Capital Private Equity Finance Analyst
Name of Person / Firm
Target of Interaction Please Select One Additional Investment - Existing Investor Approving Annual Report Potential IPO Potential M&A Selling Assets
Type of Transaction Please select one Sign off on Annual Report as CEO/CFO Acquiring New Capital From New Investor Target Acquisition
Amount Raised (if relevant)
N/A for no monies, or the symbols $ or £ the abbreviations B for billion, M for million, K for thousands – e.g. - $43M
Add Another Row? Month Month Relationship Started Jan Feb March April May June July Aug Sept Oct Nov Dec
Year Year Relationship Started 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Month Month Last Contacted Jan Feb March April May June July Aug Sept Oct Nov Dec
Year Year Last Contacted 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Relationship Title Please select one Board Member (publicly traded) Venture Capital Private Equity Finance Analyst
Name of Person / Firm
Target of Interaction Please Select One Additional Investment - Existing Investor Approving Annual Report Potential IPO Potential M&A Selling Assets
Type of Transaction Please select one Sign off on Annual Report as CEO/CFO Acquiring New Capital From New Investor Target Acquisition
Amount Raised (if relevant)
N/A for no monies, or the symbols $ or £ the abbreviations B for billion, M for million, K for thousands – e.g. - $43M