Legal
Privacy Policy
Last updated: March 2026
How We Handle Your Information
AGEORGE & CO., LLC ("the Firm," "we," "us," or "our") is committed to protecting the privacy and confidentiality of all information entrusted to us. This Privacy Policy describes how we collect, use, and safeguard information obtained through our website and in the course of our advisory services.
Information We Collect
We may collect personal information that you voluntarily provide to us when you contact us through our website, engage our advisory services, or otherwise communicate with us. This may include your name, email address, telephone number, company affiliation, and the nature of your inquiry.
We also collect certain technical information automatically when you visit our website, including IP addresses, browser type, referring URLs, and pages viewed. This information is used solely for website administration and security purposes.
How We Use Your Information
We use the information we collect exclusively to:
- Respond to your inquiries and provide requested services
- Conduct due diligence and fulfil our regulatory obligations
- Communicate with you regarding ongoing engagements
- Maintain the security and integrity of our systems
- Comply with applicable laws and regulatory requirements
We do not sell, rent, or trade your personal information to third parties for marketing purposes.
Confidentiality
All information shared with AGEORGE & CO., LLC in the context of a potential or ongoing engagement is treated as strictly confidential. Our personnel are bound by professional obligations of confidentiality consistent with industry standards for M&A advisory.
Data Retention
We retain personal information for as long as necessary to fulfil the purposes described in this policy, or as required by applicable law and regulatory obligations. Information related to completed transactions may be retained for a period of seven years in accordance with applicable record-keeping requirements.
Your Rights
You may request access to, correction of, or deletion of your personal information by contacting us at info@ageorgeco.com. We will respond to such requests in accordance with applicable law.
Contact
Questions regarding this Privacy Policy should be directed to info@ageorgeco.com.