1. Broker XYZ's Team: A Leading Private Banker at Merrill Lynch
Tiburon Research
Month Day, Year

2. Broker XYZ's Team Comments 2 Founded in XXXX Based in XXXX
Source: Tiburon Research & Analysis 2

3. Broker XYZ's Team History
Broker XYZ's Team was Founded in XXXX and Has Subsequently Evolved through its Early, Middle, & Recent Phases
Broker XYZ's Team
History
Broker XYZ's Team
Founded
Broker XYZ's Team
Today
Early
Phase
Middle
Phase
Recent
Phase
Approximate
Dates:
XXXX
XXXX - XXXX
XXXX - XXXX
XXXX
2019
Key Steps:
XXXX: Broker XYZ's Team founded
XXXX: --
XXXX: --
XXXX: --
Source: Tiburon Research & Analysis 3

4. Broker XYZ's Team was Founded in XXXX
Comments
Founded in XXXX
Based in XXXX
Source: Tiburon Research & Analysis 4

5. Broker XYZ's Team is Not a Frequent Advertiser
Advertising
Comments --
Source: Tiburon Research & Analysis 5

6. Broker XYZ's Team Has a Web Site with XXXX Core Sections, Including __-- -- -- -- - --
Source: Tiburon Research & Analysis 6

7. Broker XYZ's Team Has a Charitable Giving Program
Comments --
Source: Tiburon Research & Analysis 7

8. Broker XYZ's Team is Not a Frequent Acquirer
Acquisitions
Comments --
Source: Tiburon Research & Analysis 8

9. Broker XYZ's Team Has Employees
Source: Tiburon Research & Analysis 9

10. Broker XYZ's Team Serves Clients
Needs data
Broker XYZ's Team
Clients
Source: Tiburon Research & Analysis 10

11. Broker XYZ's Team Has Gathered Accounts
Needs data
Broker XYZ's Team
Accounts
Source: Tiburon Research & Analysis 11

12. Broker XYZ's Team Has an $___ Average Account Size
Needs data
Broker XYZ's Team
Average Account Size
Source: Tiburon Research & Analysis 12

13. Broker XYZ's Team Has Gathered Assets Under Administration
Needs data
Broker XYZ's Team
Assets Under Administration
($ Millions)
Source: Tiburon Research & Analysis 13

14. Broker XYZ's Team Generates Revenues
Needs data
Broker XYZ's Team
Revenues
($ Millions)
Source: Tiburon Research & Analysis 14

15. Broker XYZ's Team Earns $___ Million
Needs data
Broker XYZ's Team
Net Profits
($ Millions)
Source: Tiburon Research & Analysis 15

16. Broker XYZ's Team Provides a Number of Services, Including…-- -- -- -- --
Source: Tiburon Research & Analysis 16

17. Broker XYZ's Team’s First Service is ___
Comments --
Source: Tiburon Research & Analysis 17

18. Broker XYZ's Team’s Second Service is ___
Comments --
Source: Tiburon Research & Analysis 18

19. Broker XYZ's Team is Led by …
Organizational Chart -- -- -- -- -- --
Source: Tiburon Research & Analysis 19

20. Broker XYZ's Team Has a Board of Directors Led by its Chairman…-- -- -- -- -- -- -- -- -- --
Source: Tiburon Research & Analysis

21. Broker XYZ's Team is Privately Owned
Comments --
Source: Tiburon Research & Analysis 21

22. Broker XYZ's Team Has Assets
Needs data
Broker XYZ's Team
Assets
($ Millions)
Source: Tiburon Research & Analysis 22 22 22

23. Broker XYZ's Team Has Liabilities
Needs data
Broker XYZ's Team
Liabilities
($ Millions)
Source: Tiburon Research & Analysis 23 23 23

24. Broker XYZ's Team Has Shareholders’ Equity
Needs data
Broker XYZ's Team
Shareholders Equity
($ Millions)
Source: Tiburon Research & Analysis 24 24 24

25. Broker XYZ's Team Earns … Per Share
Needs data
Broker XYZ's Team
Earnings Per Share
Source: Tiburon Research & Analysis 25 25 25

26. Broker XYZ's Team Declares … Dividends Per Share
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Broker XYZ's Team
Dividends Per Share
Source: Tiburon Research & Analysis 26 26 26

27. Broker XYZ's Team Has a … Dividend Yield
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Broker XYZ's Team
Dividend Yield
Source: Tiburon Research & Analysis 27 27 27

28. Broker XYZ's Team’s Stock Price is …
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Broker XYZ's Team
Stock Price
Source: Tiburon Research & Analysis 28 28 28

29. Broker XYZ's Team Has … Shares Outstanding
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Broker XYZ's Team
Shares Outstanding
Source: Tiburon Research & Analysis 29 29 29

30. Broker XYZ's Team’s Market Capitalization is …
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Broker XYZ's Team
Market Capitalization
($ Millions)
Source: Tiburon Research & Analysis 30 30 30

31. Broker XYZ's Team is Owned by ….
Needs data
Broker XYZ's Team
Ownership
By Owner
Source: Tiburon Research & Analysis 31 31 31

32. Broker XYZ's Team’s Stock Volume is….
Needs data
Broker XYZ's Team
Stock Volume
Source: Tiburon Research & Analysis 32 32 32

33. Tiburon Strategic Advisors
Comments
Focus on corporate-level strategy
Serve senior executives only at financial services companies
Key services: market seminars, market research, & strategy consulting
Served over 450 corporate clients and completed over 2,200 projects since 1998
Host semi-annual CEO Summits, offer free weekly research releases, and offer free business benchmarking tools for all types of advisors
Chip Roame background
McKinsey & Company
Charles Schwab & Company
Tiburon since 1998
Source: Tiburon Research & Analysis 33 33