§ legal — privacy policy

Privacy Policy

At Blue Phoenix Ventures, we recognize that the confidentiality of your financial data and business legacy is paramount. This policy outlines our rigorous standards for data protection and transparency.

Effective Date: October 24, 2023

Abstract representation of data security and legal compliance
section i. / data protection
Detail shot of formal privacy documentation
section ii. / privacy standards

Privacy Framework

Commitment to data integrity and trust.

At Blue Phoenix Ventures, we handle your information with the same rigor and confidentiality we apply to our multi-million dollar M&A transactions. Our policy outlines how we safeguard your legacy.

Information We Collect

We collect personal data you provide directly, including: •    Contact information: name, email address, phone number •    Business information: company name, title, revenue range, EBITDA range, transaction type and timeline •    Communication content: messages, inquiries, and attachments you submit through our forms •    Technical data: IP address, browser type, device type, pages visited, and time on site (collected automatically via analytics tools)

How We Use Information

We use the information we collect to: •    Respond to your inquiry or consultation request •    Evaluate whether a potential advisory engagement may be a fit •    Send you newsletters, market intelligence, or other content you have subscribed to •    Improve the functionality and content of our Site •    Comply with applicable laws and regulations We do not sell your personal information to third parties.

Sharing of Information

We may share your information with: •    GT Securities, Inc. — our affiliated FINRA/SIPC-registered broker-dealer, in connection with potential securities transactions or advisory engagements •    Service providers — including our CRM platform (HubSpot), email service providers, and website hosting (10Web/WordPress), who process data on our behalf under confidentiality obligations •    Legal and compliance advisors — where required for regulatory compliance or legal proceedings •    Successors or acquirers — in the event of a merger, acquisition, or sale of substantially all of our assets

California Consumer Privacy Act (CCPA)

If you are a California resident, you have the following rights under the CCPA: •    Right to Know: You may request disclosure of the categories and specific pieces of personal information we have collected about you. •    Right to Delete: You may request deletion of your personal information, subject to certain exceptions. •    Right to Opt-Out: You may opt out of the sale of your personal information. We do not sell personal information. •    Right to Non-Discrimination: We will not discriminate against you for exercising your CCPA rights. To exercise any of these rights, please contact us at [email protected] or by mail at Blue Phoenix Ventures, LLC, Newport Beach, California. We will respond within 45 days as required by law.

Cookies & Analytics

Our Site uses cookies and similar tracking technologies to analyze Site traffic and improve user experience. We use Google Analytics 4 to collect anonymized usage data. You may disable cookies in your browser settings or through our cookie consent banner. Disabling cookies may affect certain Site functionality.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information. However, no method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security.

Third-Party Links

Our Site may contain links to third-party websites, including FINRA BrokerCheck, GT Securities, and social media platforms. We are not responsible for the privacy practices of those sites.

Children's Privacy

Our Site is not directed to individuals under the age of 18. We do not knowingly collect personal information from minors.

Changes to This Policy

We may update this Privacy Policy from time to time. The updated policy will be posted on this page with the revised effective date. We encourage you to review this policy periodically.

Contact Us

For questions, requests, or concerns regarding this Privacy Policy, please contact: Blue Phoenix Ventures, LLC  |  Newport Beach, California  |  Email: [email protected]

REGULATORY DISCLOSURE
Securities transactions described herein were effected through GT Securities, Inc. (GTS), a registered broker-dealer and member of FINRA/SIPC. Blue Phoenix Ventures (BPV) is the advisory brand under which the BPV team operates in association with GTS. All securities-related advisory services rendered in connection with these transactions were conducted by GTS-registered personnel. Blue Phoenix Ventures is not a registered broker-dealer; securities activities are conducted exclusively through GT Securities, Inc. Check the background of this firm on FINRA's BrokerCheck at brokercheck.finra.org.