This Privacy Policy describes how Portfolio M&A Law LLC (“Portfolio”, “us”, “we”, or “our”) collects, uses, discloses and otherwise processes your personal information, including in connection with this website (the “Website”), our social media pages, the services that we provide to our clients (“Client Services”) and other online or offline interactions (the foregoing collectively referred to as “Services”).
IMPORTANT NOTE: By accessing or using the Services, you expressly consent to our collection, use and disclosure of your personal information in accordance with the terms and conditions of this Privacy Policy.
What is Personal Information? This Privacy Policy applies solely to the collection and use of personal information. Personal information is any information that identifies or relates to an identifiable natural person. This includes information such as name, mailing address, email address, and telephone number. Personal information does not include aggregated or anonymized data.
Information You Provide Directly to Us. When you access certain parts of the Website or engage our Services, you may directly provide personal information to Portfolio, including contact information such as name, email, mailing address, and phone number. For example, you may provide us with this information when filling out a contact form, registering for an event, or engaging with our attorneys in the provision of Client Services.
Information Collected Automatically. When you access and use the Website or engage with our emails, Portfolio may use various analytics tools to automatically collect usage information such as IP address, web browser information, mobile device unique number, mobile software and hardware information, pages or areas visited within the Website, what time said pages and areas are visited and email links opened.
Client Information. If you are a client, you may provide us certain personal information at various stages of your relationship with Portfolio. For example, during the client intake process, we may collect contact information that may include name, mailing address, email, and phone number. This may be provided directly to us or by another organization (such as your employer or an affiliated organization). In addition, as part of certain transactions, we may have direct or indirect access to certain tax and financial information of clients that is required for regulatory, compliance, or financial reporting purposes. This includes information that is available on various IRS forms (including name, mailing address, and social security number), as well as “know your customer” information that is reported to various regulatory bodies or financial institutions (including name, mailing address, date of birth, passport number, and driver’s license number). Finally, you may provide us certain payment information (such as credit card data or bank account information) as part of your payment for Client Services.
Social Media. When you engage with one of our social media pages, we may collect information about you, including from tracking pixels. These pixels provide non-identifiable and anonymous data (e.g., demographic information) regarding how users interact with such pages. You may opt out of this tracking in some cases by changing the privacy settings on your social media account. For information on LinkedIn’s privacy settings, see https://www.linkedin.com/psettings/.
Information from Public Sources. We may collect your personal information from publicly available sources such as public governmental databases or company registries. Note that if you post personal information via our social media pages, you understand and acknowledge that such information may be made available to other users or the general public. We may combine personal information collected from public sources with other personal information we receive or collect.
Information from Private Sources. We may collect your personal information from various private sources outside of Portfolio, including parties involved in a transaction, financial institutions, governmental entities or regulators, and other law firms. We may combine personal information collected from private sources with other personal information we receive or collect.
We and our service providers may use your personal information for a variety of purposes permitted under applicable law, including the following business purposes:
In each case, we will use your personal information only to the extent: (i) we have your consent to use such information for a given purpose; (ii) it is necessary to perform a contract between you and Portfolio; (iii) it is necessary to comply with a legal obligation; and/or (iv) it is necessary for the purpose of Portfolio's or a third party’s legitimate business interests (provided that such interests are not in conflict with your rights under applicable law).
We do not sell or rent your personal information to third parties for monetary or other valuable consideration. We disclose personal information within Portfolio, with service providers who enable us to provide Services, in connection with a Transaction (defined below) or if otherwise required to do so under applicable law or legal process or request. Our service providers may include:
We may disclose your personal information if we have a legal obligation to do so, including if needed to:
If Portfolio merges with another entity, if Portfolio sells its assets, business, or equity to another entity, or if Portfolio undergoes a reorganization or an insolvency proceeding (each referred to as a “Transaction”), we may disclose your personal information to an acquiring entity (or potential acquiring entity) and its advisors and representatives. While Portfolio will use commercially reasonable efforts to ensure that such acquiring entity (or potential acquiring entity) treats such personal information in accordance with this Privacy Policy at the time of the Transaction, Portfolio makes no guarantees as to whether such entity will treat your information in accordance with the Privacy Policy, and Portfolio therefore disclaims any liability arising out of such entity’s failure to do so.
Your browser may offer you a “Do Not Track” option, which allows you to signal that you do not want them to track your online activities. The Website does not currently support Do Not Track requests.
We retain personal information for as long as necessary for the purposes that such information was obtained. We use the following criteria to determine the length of the retention period: the duration of our relationship with you (including if you are a client), whether there are legal requirements to retain the information (or requirements related to ethics rules or attorney-client privilege) and whether we deem retention necessary in connection with potential legal claims or positions.
Portfolio takes commercially reasonable steps designed to protect personal information that you provide us by employing appropriate physical, technical, and administrative security measures. Despite the security procedures we employ, you should be aware that it is impossible to guarantee the security of information that you transmit to us via the Internet. Your transmission of your personal information to us via the Website or otherwise is done entirely at your own risk.
The Website and other Services may contain links to other websites that are not maintained or controlled by Portfolio. Portfolio is not responsible for the privacy practices (if any) of such other websites, and you are encouraged to review their privacy policies (if any). The fact that a link to a third-party website exists on the Website or other Services does not mean that the third-party site operates under the same or similar privacy practices as set forth in this Privacy Policy. The policies and procedures that Portfolio describes here do not apply to third-party websites. If you access a third-party website using a link, then you do so at your own risk. You acknowledge that your access of any links to social media features on the Website and other Services (e.g., links to LinkedIn, etc.) is governed by the terms of use and privacy policies of the companies providing such social media features.
Please note that Portfolio is law firm headquartered and located solely within the United States. As of the effective date of this Privacy Policy, Portfolio does not operate any offices outside of the United States, including any offices in the European Economic Area (EEA). If you are a visitor to this Website, and you reside outside of the United States (including in the EEA), please note that in providing any personal information to us via the Website or other Services, you may be providing information to a jurisdiction (the United States) whose laws may not provide the same level of protection for personal information as that provided in your home country. If you do not wish to have your personal information made available to Portfolio personnel outside your home jurisdiction, please do not provide it to us via the Website or any other means.
We do not promote, market or direct Services to minors. As a result, Portfolio does not knowingly collect or solicit personal information from anyone under the age of 18. By using the Website or by providing us your personal information, you represent that you are not under 18 years of age.
Portfolio reserves the right to revise this Privacy Policy at any time. If we make substantial changes to this Privacy Policy, we will endeavor to notify you of such changes (e.g., by email or a news post on the Website for a period of time). However, regularly reviewing this page is the best method to ensure you are always aware of the information Portfolio collects, how it is used and under what circumstances.
You may stop or opt out of email messages and other promotional mailing by contacting us via e-mail at connect@portfoliomalaw.com. You may also contact us via email to change information you previously provided, or to request information or ask questions concerning this Privacy Policy or any other notice posted on the Website.
