Privacy Policy

CMBG Advisors (“we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website (the “Site”), contact us by email or phone, or otherwise interact with us.

Information You Provide

When you contact us through the Site, email, phone, or other means, we may receive the information you choose to share, including:

• Your name, company name, title, and contact details, including email, phone number, and mailing address.
• Details of your inquiry, request, or communication.
• Any other information you voluntarily submit.

You agree not to submit confidential, proprietary, or sensitive information through the Site. Any information submitted will not be treated as confidential unless subject to a separate written agreement.

Automatically Collected Information

We and our service providers may automatically collect certain technical and usage information, such as:

• Browser type and version.
• Operating system and device type.
• IP address and approximate geographic location.
• Pages visited, time spent on pages, and navigation paths.
• Referring website and other standard web server logs.

We may use cookies, pixels, analytics providers, and similar tracking technologies to collect this data and improve your experience. You can manage cookie preferences through your browser settings, though disabling certain cookies may affect Site functionality.

Information from Third Parties

We may receive additional information about you from third-party sources, such as business contact databases, referrals, counterparties, creditors, investors, or other participants in potential transactions, to the extent permitted by law.

We use the information we collect to:

• Respond to your inquiries and evaluate whether we may be able to assist you.
• Communicate with prospective clients, counterparties, and other contacts.
• Operate, maintain, secure, and improve the Site and our services.
• Detect and prevent fraud, security incidents, or misuse of the Site.
• Comply with legal obligations and enforce our rights.

We do not sell personal information collected through the Site or our communications.

We do not share your personal information with third parties except in the following circumstances:

• With service providers who perform services on our behalf, such as website hosting, email delivery, analytics, or CRM platforms. These providers are contractually obligated to protect your information.
• When required by law, regulation, court order, or government request.
• To protect the rights, property, or safety of CMBG Advisors, our users, or the public.
• In connection with a merger, acquisition, or sale of assets, or in the ordinary course of our business.

Our Site may include links to or functionality from third-party services, including mapping tools, hosted forms, social media platforms, podcast services, and external resources. These third parties operate under their own privacy policies and terms. We are not responsible for their data practices.

We implement reasonable administrative, technical, and physical safeguards to protect your personal information. However, no security system is infallible, and we cannot guarantee absolute security.

We retain personal information for as long as necessary, including maintaining records for legal, regulatory, and professional responsibility purposes, to fulfill the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce agreements. Retention periods vary based on the type of information and applicable legal requirements.

Depending on your location and applicable law, including the CCPA/CPRA in California, you may have rights to:

• Access the personal information we hold about you.
• Request deletion or correction of your information.
• Opt out of certain processing activities, where applicable.

To exercise these rights, please contact us using the details below. We will respond within the time required by law. We may need to verify your identity before processing your request.

Important Note

Submitting information through this website, by email, or by phone does not create a client-advisor, fiduciary, or other professional relationship with CMBG Advisors. No such relationship exists until we have formally accepted an engagement in writing. Until then, please do not send highly sensitive, confidential, or time-critical information that you would not want reviewed on an unsolicited basis. You agree not to submit confidential, proprietary, or sensitive information through the Site. Any information submitted will not be treated as confidential unless subject to a separate written agreement.

Our Site is not directed to children under 18, and we do not knowingly collect personal information from children.

If you are located outside the United States, please note that your information will be transferred to and processed in the United States. By using the Site, you consent to this transfer.

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. We will post the revised policy on the Site with an updated effective date. Continued use of the Site after changes constitutes your acceptance of the updated policy.

If you have any questions about this Privacy Policy or our privacy practices, please contact us at:

Email: info@cmbg.com

Phone: 310-601-1746

We will make reasonable efforts to address your concerns promptly.