English Investor/Buyer questionnaire

Investor/Buyer QUESTIONNAIRE
Here is the chance to leave your preferences, especially if there are currently no projects attracting your attention. As soon as new projects come up and match your preferences, we will inform you with priority.

INSTRUCTIONS: Please complete the details below to the best of your ability so that we can properly evalute your needs.

CONFIDENTIALITY NOTICE: Submission of your information below constitutes agreement by Balke&Partner that its distribution shall be limited and controlled according to the same standards we observe in protecting our own confidential information and according the confidentiality agreement that governs the relationship.

If you have not yet completed a NEW CLIENT AGREEMENT, which includes the NON-DISCLOSURE /NON CIRCUMVENTION (confidentiality) AGREEMENT for the information we and our clients will share, and wish to have an agreement in place before submitting your details, please click here to complete an agreement letter or contact your Balke & Partner representative before completing this document. (Note that we are not able to share project details with you without a confidentialty agreement in place.)

Information provided here will be used exclusively for our internal use by Balke & Partner to evaluate your requirements and present you projects that match your profile.
Investor/Buyer profile
Date*

MonthDayYear
Date
Company name (if applicable)
Company Type
Name*

PrefixFirst NameMiddle NameLast Name
Address*

Street Address

Street Address Line 2

CityState

Zip CodeCountry
Email*

Confirmation Emailexample@example.com
Mobile Number*

Country CodeArea CodePhone Number
Phone Number / Landline *

Country CodeArea CodePhone Number
Please provide a brief description of what you are looking for and the goal you want to achieve: *
Do you now, or have you ever owned, held investment in or been otherwise involved in any type of quarry?*

YesNoOther
Which statement best describes your level of experience as an investor?*

Very limited knowledgeBasic knowledge and minimal experienceGood knowledge and some investment experienceStrong knowledge and experienceAdvanced knowledge and extensive experience
Which statement best describes your level of experience with quarry ownership/investment?*

Very limited knowledgeBasic knowledge and minimal experienceGood knowledge and some investment experienceStrong knowledge and experienceAdvanced knowledge and extensive experience
Which statement best describes your operational plan for the investment?*

Silent/Passive investment in existing operational quarry/stone productionPurchase and outsource operations (eg. Balke & Partner)Purchase and operate with your knowledge and personnelStil open based on the project
Passive participation: it is possible to invest your money without being active yourself. If desired, Balke & Partner can take over the operation of the quarry / stone production with experts or organize it on your behalf.

Active participation: the investor purchases an existing company and works in that company at the same time. Active participation is particularly suitable for executives or experienced investors who not only bring their capital but also their knowledge to this company and want to actively participate in the company's development. If desired, Balke & Partner can take over all other necessary processes and areas or organize them for the investor.

Complete Operation: As an industry expert, you will probably want to take over the operation completely. If desired, Balke & Partner can take over areas with experts where you still see potential e.g. sales and marketing.
Investment Profile

Please provide the following details on the desired investment
Which of the following describes the type of investment you want to make?*

Outright purchasePartnershipLeasing of operating agreementEquity financingDebt financingOther
Range of investment (USD$):*

< 1,000,0001,000,000 - 3,000,0003,000,000 - 5,000,0005,000,000 - 10,000,00010,000,000 - 15,000,000> 15,000,000Other
Desired timing of the investment:*

Immediately1-3 month4-6 month7-12 month12 monthundefinedOther
Investment period:*

1-2 years e.g start-up financing3-5 years5-10 years10-25 yearsundefinedOther
Room for comments, remarks and preferences
Please indicate which materials you are looking for (Rock preferences):*

GraniteGneisGabbroBasaltDiabasDioriteBasalt lavaSandstoneGreywackeMelaphyreLimestoneDolomiteMarbleTravertineSlateQuarzitePorphyryOther
What type of operations are you primarily interested in?*

Dimension stone quarry (blocks, building /ledge stone , landscaping material)Aggregates quarry (crushed stone)Sand pitGravel pit/quarryIndustrial MineralsOther
Resource condition or status:*

Virgin resource with no geological expert opinion , no permitVirgin resource with geological expert opinion , no permitVirgin resource with expert opinion and permitDecommissioned quarries for reclamation/repurposingDecommissioned quarries for use as event venuesDecommissioned quarries for use as a habitat / hotels and resortsDecommissioned quarries for recycled construction material landfillDormant quarries with the prospect of reactivationActive quarry in production with sales , requiring sales developmentSuccessful operation with need for investment to expand productionSuccessful operation with search for successorsOther
Room for comments, remarks and preferences:
Continent preferences:

AfricaAsiaAustraliaEuropeNorth AmericaSouth America
USA State preferences:

AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
CANADA province/territory preferences:

British ColumbiaManitobaNew BrunswickNewfoundland and LabradorNova ScotiaOntarioQuebecSaskatchewanNorthwest TerritoriesNunavutYukon
NORTH AMERICA country preferences:

Antigua and BarbudaBahamasBarbadosBelizeCanadaCosta RicaCubaDominicaDominican RepublicEl SalvadorGrenadaGuatemalaHaitiHondurasJamaicaMexicoNicaraguaPanamaSaint Kitts and NevisSaint LuciaSaint Vincent and the GrenadinesTrinidad and TobagoOther
SOUTH AMERICA country preferences:

ArgentinaBoliviaBrazilChileColombiaEcuadorGuyanaParaguayPeruSurinameUruguayVenezuela.Other
AUSTRALIA states/territory preferences:

New South Wales (NSW)Queensland (Qld)South Australia (SA)Tasmania (Tas)Victoria (Vic)Western Australia (WA)Other
EUROPE country preferences:

AlbaniaAndorraArmeniaAustriaAzerbaijanBelarusBelgiumBosnia and HerzegovinaBulgariaCroatiaCyprusCzechiaDenmarkEstoniaFinlandFranceGeorgiaGermanyGreeceHungaryIcelandIrelandItalyKazakhstanKosovoLatviaLiechtensteinLithuaniaLuxembourgMaltaMoldovaMonacoMontenegroNetherlandsNorth Macedonia (formerly Macedonia)NorwayPolandPortugalRomaniaRussiaSan MarinoSerbiaSlovakiaSloveniaSpainSwedenSwitzerlandTurkeyUkraineUnited Kingdom (UK)Other
AFRICA country preferences:

AlgeriaAngolaBeninBotswanaBurkina FasoBurundiCameroonCape VerdeCentral African RepublicChadCamorosDemocratic Republic of the CongoRepublic of the CongoDjiboutiEgyptEquatorial GuineaEritreaEthiopiaGabonGambiaGhanaGuineaGuinea-BissauIvory CoastKenyaLesothoLiberiaLibyaMadagascarMalawiMaliMauritaniaMauritiusMoroccoMozambiqueNamibiaNigerNigeriaRwandaSao Tome and PrincipeSenegalSeychellesSierra LeoneSomaliaSouth AfricaSouth SudanSudanSwazilandTanzaniaTogoTunisiaUgandaZambiaZimbabweOther
ASIA country preferences:

AfghanistanArmeniaAzerbaijanBahrainBangladeshBhutanBruneiCambodiaChinaCyprusGeorgiaIndiaIndonesiaIranIraqIsraelJapanJordanKazakhstanKuwaitKyrgyzstanLaosLebanonMalaysiaMaldivesMongoliaMyanmar (formerly Burma)NepalNorth KoreaOmanPakistanPalestinePhilippinesQatarRussiaSaudi ArabiaSingaporeSouth KoreaSri LankaSyriaTaiwanTajikistanThailandTimor-LesteTurkeyTurkmenistanUnited Arab Emirates (UAE)UzbekistanVietnamYemenOther
Room for comments, remarks and references:
How do you want us to contact you?*

MobileLandlineEmailOther
Signature *

Clear
Thank you for your information and your trust in us. We will contact you, as soon as we find matching projects.

Your Balke & Partner Team
Should be Empty:

Investor/Buyer QUESTIONNAIRE

Investor/Buyer profile

Investment Profile