Privacy Policy

We collect information in the following categories:

• Contact information you provide through forms, email, or phone, including name, title, company, email, and telephone number.
• Engagement and transaction information shared during the course of advisory engagements, such as financial statements, customer and supplier data, organizational records, contracts, ownership and capitalization details, and projections.
• Counterparty information exchanged under non-disclosure agreements during buy-side and sell-side processes.
• Website usage information automatically collected, including IP address, browser type, device identifiers, pages visited, and referring URLs.

We use information to:

• Deliver, evaluate, and improve our advisory services.
• Identify, contact, and qualify potential buyers, sellers, and capital partners.
• Prepare confidential information memoranda, valuations, and transaction materials.
• Communicate with clients, counterparties, and prospective clients.
• Comply with legal, regulatory, and contractual obligations.
• Operate, secure, and improve our website.

We may share information with:

• Prospective buyers, sellers, lenders, and investors under appropriate NDAs.
• Legal, accounting, tax, and other professional advisors engaged on a transaction.
• Service providers that support our operations (e.g., secure data rooms, email, CRM).
• Regulatory authorities or as required by law, subpoena, or court order.
• Successors in the event of a merger, acquisition, or reorganization of our firm.