Coastal M&A (“Coastal M&A,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the information you provide when you visit our website or communicate with us.

This Privacy Policy explains what information we may collect, how we use that information, and the choices you have regarding your personal information.

Information We Collect

We may collect information you voluntarily provide through our website, including when you:

• Submit a contact or consultation request
• Request information about our services
• Inquire about an acquisition opportunity
• Join our newsletter or email list
• Submit information through another website form
• Communicate with us by email, telephone, or other means

Depending on the nature of your inquiry, this information may include your name, company name, email address, telephone number, mailing address, and information about your business, transaction, acquisition interests, or other matters you choose to share.

We may also automatically collect certain technical information when you visit our website, such as your IP address, browser type, device type, pages visited, referring website, and general information about how visitors use our website.

How We Use Your Information

We may use information we collect to:

• Respond to inquiries and requests
• Provide information about our services
• Schedule consultations or communicate regarding potential engagements
• Respond to inquiries regarding business acquisitions or transaction opportunities
• Provide requested newsletters, updates, guides, or other resources
• Improve our website, content, and user experience
• Understand website traffic and usage
• Maintain website security and functionality
• Comply with applicable legal and regulatory requirements

We do not sell or rent your personal information to third parties.

Business and Transaction Information

Because Coastal M&A provides mergers and acquisitions, valuation, transaction advisory, and related services, individuals may voluntarily provide confidential or sensitive business information through the website or during subsequent communications.

We encourage visitors not to submit confidential financial, legal, proprietary, or other sensitive business information through general website forms unless specifically requested.

Information submitted through the website does not, by itself, establish an advisory, client, fiduciary, attorney-client, or other professional relationship with Coastal M&A.

Cookies and Analytics

Our website may use cookies and similar technologies to improve functionality, understand website usage, and analyze traffic.

We may use third-party analytics and website technologies, such as Google Analytics or similar services, to understand how visitors interact with our website. These services may collect information about your device, browser, IP address, pages visited, and interactions with the website.

You can generally adjust your browser settings to refuse or limit cookies. Disabling cookies may affect certain website functionality.

Email Communications

If you voluntarily subscribe to our newsletter or other email communications, we may use your contact information to send you updates, M&A insights, acquisition opportunities, resources, or other information you have requested.

You may unsubscribe from marketing emails at any time by using the unsubscribe link included in the email or by contacting us directly.

Sharing of Information

We may share information with trusted service providers who assist us in operating our website, managing communications, providing analytics, maintaining technology systems, or delivering services.

These service providers are permitted to use information only as necessary to provide services to us.

We may also disclose information when required by law, legal process, court order, or governmental authority, or when reasonably necessary to protect the rights, property, security, or operations of Coastal M&A or others.

Third-Party Websites

Our website may contain links to third-party websites, including websites operated by professional organizations, business partners, acquisition resources, or affiliated companies.

Coastal M&A is not responsible for the privacy practices, content, or security of third-party websites. We encourage you to review the privacy policies of any website you visit.

Data Security

We take reasonable administrative, technical, and organizational measures to protect information submitted through our website and systems.

However, no method of transmitting or storing information electronically can be guaranteed to be completely secure. We cannot guarantee the absolute security of information transmitted to or through our website.

Children's Privacy

Our website is intended for businesses, business owners, buyers, professional advisors, and other adults. We do not knowingly collect personal information from children under the age of 13.

Your Privacy Choices

Depending on your location and applicable law, you may have certain rights regarding your personal information, which may include the right to request access to, correction of, or deletion of certain information.

You may also opt out of marketing communications at any time.

To make a privacy-related request, please contact us using the information below.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to our practices, technology, services, or applicable laws.

When changes are made, the updated policy will be posted on this page with a revised effective date.

Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact:

Coastal M&A
New Bedford, Massachusetts