Merger & Acquisition Services, Inc., and it’s affiliates (collectively “M&A”), recognizes the importance of protecting the privacy of our customers and as such, we have policies in place to maintain the confidentiality and security of customer information. M&A seeks to protect the security and confidentiality of customer information. We reinforce this in the way we routinely handle sensitive information as part of our day-to-day operations. As such, we maintain physical, electronic and procedural safeguards to protect non-public customer information. Our systems aim to protect against unauthorized access to records that may harm or inconvenience our clients.
It is M&A’s policy not to share information or records regarding former or current customers with anyone, except by mutual agreement or as required by law. However, it is possible that M&A could be served with subpoenas for legal due process, criminal investigations, discovery, court orders, and/or need to exercise our right to defend ourselves against law suits. In any of these events, M&A would advise you in writing prior to releasing any information. Furthermore, customer information is handled in a confidential manner with such information and transaction details discussed only with employees and persons who have a reasonable need to know such information for valid business or regulatory reasons. This includes, but is not limited to, confidential information requested during routine regulatory reviews and examinations.

Please contact an M&A Advisor if you have any questions about this policy or any other concerns.