Privacy Policy for M&A Business Advisors
Effective Date: 4 October 2025
1. Introduction
M&A Business Advisors (“we,” “us,” “our,” or “the Firm”) is committed to protecting the privacy and security of personal information of our clients, prospects, website visitors, and other parties we interact with. This Privacy Policy describes how we collect, use, share, and protect personal information, as well as your rights and choices regarding your data.
By using our website, services, or otherwise engaging with us, you acknowledge the practices described in this policy.
2. Scope & Applicability
This policy applies to personal information collected by us through:
Our website and related online systems (forms, contact pages, downloads, etc.)
Our CRM systems (e.g. in connection with client onboarding, communications, etc.)
Email, phone calls, text messages, and other communications
In-person or offline interactions (e.g. meetings, documents)
Any other services we provide
It does not apply to information we collect via third-party websites or platforms that we do not control (except as described in Section 8).
3. What Personal Information We Collect
We collect personal information needed to operate our business, facilitate transactions, manage relationships, and comply with legal requirements. Examples include:
Contact Information: Name, mailing address, email address, phone number(s)
Professional / Business Information: Company name, role/title, industry, business financials, revenue, business valuation metrics
Transaction & Deal Information: Confidential business data, financial statements, projections, non-disclosure / legal documents, correspondence, diligence materials
Communications Data: Records of emails, texts, calls, meeting schedules, notes, recordings (if permitted)
Online Activity & Technical Data: IP address, browser type, device identifiers, cookies, analytics data
Legal / Compliance Data: Identity verification, KYC (Know Your Client) data, disclosure documents, tax / regulatory data
We collect this information from you directly (e.g. you submit it via forms), from your authorized representatives, and via automated mechanisms (e.g. website analytics, cookies).
4. Purposes & Legal Bases for Processing
We process your personal information for the following purposes:
To provide you with our services (e.g. facilitate M&A deals, valuations, advisory)
To communicate with you: schedule, confirm, remind, follow up, share documents or updates
To perform due diligence, background checks, compliance checks
To prepare and manage contracts, NDAs, legal and financial documents
To maintain records of communications, interactions, and project history
To analyze, monitor, and improve our services, operations, and website
To comply with legal, regulatory, and tax obligations
To respond to requests or legal process, enforce our rights, detect and prevent fraud or misuse
Where required by applicable law (e.g. GDPR, CCPA), our legal basis may include consent, performance of contract, compliance with legal obligation, or legitimate interests (provided these do not override individual rights).
5. Disclosure & Sharing of Personal Information
We may share your personal information in the following circumstances:
Third-party service providers: e.g. CRM providers, cloud storage, email platforms, analytics providers, legal or audit services — all bound by confidentiality and data protection obligations
Professional advisors: lawyers, accountants, valuation specialists, transaction partners, as needed in transaction process
Potential buyers, sellers, investors, prospects: but only when you are a party to a transaction or have consented (and often under NDA terms)
Legal or regulatory authorities: when required by law, court order, subpoena, or governmental request
Business sale or merger: in connection with a reorganization or acquisition of our company, provided confidentiality obligations survive
Aggregated or de-identified data: which does not identify individuals and can be used for business analytics
We will not sell your personal information unless permitted by law and disclosed in this policy.
6. Data Retention & Deletion
We retain personal information as long as necessary to fulfill the purposes described (e.g. ongoing client engagements, legal obligations, dispute resolution). Recovery and historical record-keeping needs may extend retention. After that, we securely delete or anonymize data.
If you request deletion and it does not conflict with legal, regulatory, or contractual obligations, we will comply as soon as reasonably feasible.
7. Your Rights & Choices
Depending on jurisdiction, you may have the following rights:
Access or obtain a copy of personal data we hold about you
Correct or update inaccurate or incomplete data
Request deletion or restrict processing of your data
Object to or limit certain processing, especially for direct marketing or profiling
Request portability of your data
Withdraw consent where processing is based on consent
Lodge a complaint with your data protection authority
Mobile information collected by M&A Business Advisors will not be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
You may opt out of receiving SMS messages from M&A Business Advisors at any time. To unsubscribe, reply ‘STOP’ to any SMS message you receive from M&A Business Advisors. After opting out, you will no longer receive SMS communications.
To exercise your rights, you may contact us at contact@mabusinessadvisors.com. We may require authentication before honoring a request. We do not discriminate against you for exercising these rights.
8. Cookies & Tracking Technologies
We and our service providers use cookies, web beacons, pixels, and analytics tools to collect information about how users interact with our website (pages visited, links clicked, device type, etc.). This helps us improve user experience, identify trends, and optimize site performance.
You may be able to disable or block cookies via your browser settings, though some site functionality may be impaired.
We may also use third-party analytics (e.g. Google Analytics) or marketing tools with tracking capability. We do not combine these with other personally identifiable information without consent.
9. Security
We implement reasonable technical and organizational measures to protect personal information against unauthorized access, disclosure, alteration, or destruction. These include:
Encryption of data in transit (TLS/SSL)
Secure access controls, role-based permissions
Regular security audits, logging, intrusion detection
Incident response policies and vendor oversight
Periodic review of data retention, backups, and destruction policies
In the event of a data breach affecting personal data, we will notify affected individuals and relevant regulators as required by law, and take steps to mitigate harm.
10. International Transfers
If personal data is transferred, stored, or processed outside the jurisdiction where you reside, we ensure that appropriate safeguards are in place (e.g. Standard Contractual Clauses, binding corporate rules, or applicable data transfer frameworks) to maintain adequate protection of your data.
11. Minors
Our services are intended for adults and business professionals. We do not knowingly collect or solicit personal information from minors (e.g. under age 16) without verifiable parental consent. If you believe we have collected data from a minor, please contact us to have it removed.
12. Changes to This Policy
We may update or modify this Privacy Policy from time to time. When we do, we will post the revised version on our site with a new “Effective Date.” We encourage you to review this policy periodically. In some cases (e.g. material changes), we may notify you directly (e.g. via email) if legally required.
13. Contact Information
If you have any questions, concerns, or requests about this Privacy Policy or your personal information, please contact:
M&A Business Advisors
Address: 260 Newport Center Drive, Suite 100, Newport Beach, CA 92660
Email: contact@mabusinessadvisors.com
Phone: (949) 307-7950