Privacy Policy

Charlton Bleecker Group LLC (“Charlton Bleecker,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information in connection with www.charltonbleecker.com and related online forms and communications (the “Site”).

By using the Site or submitting information to us, you acknowledge this Policy. For terms governing Site use, see our Terms of Use. Investment-related notices appear in our Disclaimer.

Information you provide. When you contact us or submit a company through our forms, we may collect:

• Contact details (name, email address, phone number, role/title);
• Company and representation details (business name, website, industry, headquarters city/state, ownership, year founded);
• Transaction and business profile information (transition goals and timing, revenue ranges, EBITDA margins, leverage, key assets, challenges, notable customers, and related narrative fields); and
• Any other information you choose to include in free-text fields or email.

Information collected automatically. Like most websites, we and our providers may collect technical data such as IP address, browser type, device information, approximate location derived from IP, pages viewed, referring URLs, and timestamps. We may use this for security, rate limiting, diagnostics, and improving the Site.

Cookies and similar technologies. The Site and embedded tools (for example, security widgets) may use cookies or local storage as needed to operate forms, prevent abuse, and remember preferences. You can control cookies through your browser settings; disabling some cookies may affect Site functionality.

We use information to:

• respond to inquiries and evaluate potential investment or partnership opportunities;
• operate, secure, and improve the Site and our intake processes;
• prevent spam, fraud, and abuse (including bot detection and rate limiting);
• send transactional messages related to your submission (for example, a confirmation email);
• comply with legal obligations and enforce our Terms; and
• communicate with you about Charlton Bleecker when you have requested contact or where permitted by law.

We do not sell your personal information. We do not use Site form submissions for third-party advertising.

We may share information with:

• Service providers that help us operate the Site and process submissions, which may include hosting providers, customer relationship management (CRM) platforms (such as HubSpot), email delivery services, security/bot-protection providers, and analytics or infrastructure vendors under appropriate contractual safeguards;
• Professional advisors (legal, accounting, or other advisors) as needed for a potential transaction or our operations;
• Affiliates and deal team members involved in evaluating opportunities; and
• Authorities or other parties when required by law, legal process, or to protect rights, safety, or security.

If we are involved in a reorganization, financing, or sale of assets, information may be transferred as part of that transaction, subject to customary confidentiality protections.

We retain personal and business information for as long as needed to fulfill the purposes described in this Policy, including evaluating opportunities, maintaining business records, resolving disputes, and meeting legal, tax, or accounting requirements. Retention periods vary depending on the nature of the information and our relationship with you.

We use administrative, technical, and organizational measures designed to protect information we maintain. No method of transmission or storage is completely secure; we cannot guarantee absolute security.

Depending on where you live, you may have rights to access, correct, update, or delete certain personal information, or to object to or restrict certain processing. To make a request, email ContactUs@CharltonBleecker.com. We may need to verify your identity before fulfilling a request.

You may unsubscribe from optional marketing emails using the instructions in those messages. Transactional messages related to a submission may still be sent when appropriate.

The Site is operated from the United States. If you access the Site from outside the U.S., you understand that your information may be processed in the United States and other countries that may have different data-protection rules than your jurisdiction.

The Site is not intended for children under 16. We do not knowingly collect personal information from children. If you believe a child has provided information to us, contact us and we will take appropriate steps to delete it.

The Site may link to third-party websites or services. Their privacy practices are governed by their own policies. We encourage you to review those policies before providing personal information.

We may update this Privacy Policy from time to time. The “Last updated” date reflects the latest revision. Material changes will apply going forward; continued use of the Site after an update constitutes acceptance of the revised Policy where permitted by law.

For privacy questions or requests:
Charlton Bleecker Group LLC
Email: ContactUs@CharltonBleecker.com