Privacy Policy
Effective Date: July 22, 2026
Last Updated: July 22, 2026
Hillandale Advisors ("we," "us," or "our") respects your privacy and is committed to protecting the personal and proprietary business information you share with us. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website at hillandaleadvisors.com (the "Site"), engage our M&A or capital advisory services, or participate in the Private Business Roundtable (PBR) network.
Please read this policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access the Site.
1. Information We Collect
We collect information that identifies, relates to, describes, or could reasonably be linked, directly or indirectly, with a particular individual or business entity ("Personal Information").
A. Information You Provide directly to Us
Contact & Identification Data: Name, business email address, phone number, physical address, and job title when you reach out via our contact forms or email us (e.g., at Matt@HillandaleAdvisors.com).
M&A and Advisory Intake Data: Financial metrics, EBITDA ranges, revenue, company valuation history, investment criteria, capital raise targets, and confidential business profile details submitted for valuation or advisory evaluations.
Private Business Roundtable (PBR) & Event Data: Business details, industry classification, employee count, responses to monthly PBR trend surveys, and registration information for CEO lunches, coffee socials, or networking receptions.
B. Information Collected Automatically
Log and Device Data: Your IP address, browser type, operating system, access times, pages viewed, and referring website addresses collected automatically via standard analytics tools when you navigate the Site.
Cookies and Tracking Technologies: We may use cookies, web beacons, and similar technologies to enhance user experience, track Site usage, and improve our services. You can adjust your browser settings to refuse cookies, though some Site features may be limited.
2. How We Use Your Information
We use the information we collect for professional, advisory, and networking purposes, including to:
Provide capital raising, sell-side/buy-side advisory, valuation, and exit planning services.
Review confidential deal opportunities, non-disclosure agreements (NDAs), and prospective investor profiles.
Administer the Private Business Roundtable (PBR), send invitations to events, and compile anonymized, aggregated market research (such as the Private Business Trends Report).
Communicate directly with you regarding inquiries, investment updates, or market insights.
Maintain, operate, and optimize the performance and security of our Site.
Comply with legal, financial, and regulatory obligations.
Note on Aggregated Data: Monthly survey responses collected from PBR members are aggregated and anonymized prior to inclusion in industry trend reports. We do not publish identifiable company survey data without express consent.
3. How We Share Your Information
We prioritize confidential handling of business and personal data. We do not sell your personal information. We share information only under the following circumstances:
With Your Explicit Consent: For deal-related advisory engagements (e.g., sharing a Confidential Information Memorandum or investment deck with target buyers/investors), we share data only as authorized under signed agreements and non-disclosure agreements (NDAs).
Service Providers: We may share information with trusted third-party vendors who perform services on our behalf (e.g., website hosting, event registration platforms, email distribution, CRM management, and analytics providers).
Business Transfers: In connection with any merger, sale of company assets, financing, or acquisition of all or a portion of our business by another entity.
Legal Requirements: If required to do so by law, court order, or governmental authority, or to protect the rights, property, and safety of Hillandale Advisors, our clients, or the public.
4. Confidentiality & Security
Because we advise on financial transactions and corporate acquisitions, security is paramount. We implement administrative, technical, and physical security measures designed to protect your personal and business information from unauthorized access, loss, alteration, or disclosure. However, no internet transmission or electronic storage method is 100% secure, and we cannot guarantee absolute security.
5. Third-Party Websites & External Links
The Site may contain links to external websites, including portfolio companies (e.g., Horizon Roofing & Restoration, Aiwyn AI, Polysonics) or event landing pages (e.g., privatebusinessroundtable.com). We are not responsible for the privacy practices or content of third-party sites. We encourage you to review the privacy policies of any third-party sites you visit.
6. Your Data Rights & Choices
Depending on your jurisdiction, you may have the following rights regarding your personal data:
Access & Correction: Request a copy of the personal information we hold about you or request corrections to inaccurate data.
Opt-Out: Unsubscribe from PBR event updates, newsletter communications, or marketing emails at any time by clicking the "unsubscribe" link in our emails or contacting us directly.
Deletion: Request that we delete your personal information, subject to certain exceptions required by law or necessary for ongoing financial/advisory operations.
To exercise any of these rights, please contact us using the details below.
7. Children's Privacy
Our Site and services are intended exclusively for business professionals, investors, and business owners. We do not knowingly collect or solicit personal information from children under the age of 18.
8. Updates to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices, services, or legal obligations. When changes are made, we will revise the "Last Updated" date at the top of this page. Continued use of our Site after any updates constitutes acceptance of the revised policy.
9. Contact Us
If you have questions, comments, or requests regarding this Privacy Policy or our data practices, please contact us at:
Hillandale Advisors
429 East Boulevard
Charlotte, NC 28203
Email: Matt@HillandaleAdvisors.com
Website:www.hillandaleadvisors.com
