Terms & Conditions

By accessing or using the Forgepoint Advisory website (the “Site”) or communicating with Forgepoint Advisory (“Forgepoint,” “we,” “us,” or “our”), you agree to be bound by these Terms & Conditions. If you do not agree, do not use the Site.

Forgepoint is a boutique mergers and acquisitions advisory firm. We provide advisory services including, where applicable, sell-side representation, buy-side representation, merger advisory, business valuations, and exit planning. The scope, fees, and deliverables of any engagement are governed by a separately executed engagement letter.

Information on this Site is provided for general informational purposes only. Nothing on the Site constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation regarding any security, business interest, or transaction. Any transaction involving the sale or purchase of securities will be conducted through appropriately registered broker-dealer affiliates where required by law.

Use of the Site or communications with Forgepoint do not create an advisory, broker-dealer, fiduciary, attorney-client, accountant-client, or similar relationship. An advisory relationship is formed only upon execution of a written engagement letter signed by both parties.

Content on the Site, including market commentary, insights, and educational materials, does not constitute investment, legal, tax, or accounting advice. You should consult your own qualified advisors before making any decision relating to a transaction or financial matter.

Materials on the Site may contain forward-looking statements regarding market conditions, valuations, multiples, and transaction outcomes. Such statements involve known and unknown risks and uncertainties, and actual results may differ materially. Past performance and prior transactions are not indicative of future results.

Information shared with Forgepoint in connection with a prospective or active engagement is handled in accordance with applicable non-disclosure agreements and our Privacy Policy. Do not transmit confidential or sensitive information through the Site's public forms; instead, request a non-disclosure agreement before sharing material non-public information.

All content on the Site, including text, graphics, logos, images, and the “Forgepoint Advisory” name and marks, is owned by or licensed to Forgepoint and is protected by intellectual property laws. You may not reproduce, distribute, modify, or create derivative works from any portion of the Site without our prior written consent, except for personal, non-commercial use.

The Site may include links to or content from third parties. We do not endorse and are not responsible for the accuracy, legality, or content of third-party materials. Your use of third-party sites is at your own risk and subject to their terms.

The Site and all content are provided on an “as is” and “as available” basis without warranties of any kind, whether express or implied, including warranties of merchantability, fitness for a particular purpose, non-infringement, accuracy, or uninterrupted operation. We do not warrant that the Site will be error-free or secure.

To the maximum extent permitted by law, Forgepoint and its principals, employees, and affiliates shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits, revenue, data, or business opportunities, arising out of or relating to your use of the Site or the content contained on it.

You agree to indemnify and hold harmless Forgepoint and its principals, employees, and affiliates from any claims, damages, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of your use of the Site or your violation of these Terms.

These Terms are governed by the laws of the State of Delaware, without regard to its conflict-of-laws provisions. Any dispute arising out of or relating to these Terms or the Site shall be brought exclusively in the state or federal courts located in Delaware, and you consent to the personal jurisdiction of those courts.

We may revise these Terms at any time by updating this page. Your continued use of the Site after changes are posted constitutes your acceptance of the revised Terms.

Questions regarding these Terms can be directed to:
Forgepoint Advisory
North Orange St, Wilmington, Delaware
info@forgepointadv.com