Privacy Policy

Last Updated: June 2026

Introduction

Commonwealth M&A, LLC (“Commonwealth M&A,” “we,” “us,” or “our”) respects your privacy and is committed to protecting any personal information you share with us. This Privacy Policy describes how we collect, use, disclose, and protect information obtained through our website at commonwealthmna.com (the “Site”)and in connection with our advisory services. Please read this policy carefully. By using our Site, you acknowledge that you have read and understood its terms.

Commonwealth M&A is a sell-side mergers and acquisitions advisory firm. The nature of our work involves handling sensitive financial, operational, and personal information provided by business owners, prospective clients, and referral partners. We treat all such information with the highest degree of confidentiality and professionalism.

By accessing or using our website and services, you agree to the terms of this Privacy Policy.

Information We Collect

We may collect the following types of information:

A. Information You Provide Directly

When you contact us, complete a form on our Site, subscribe to our newsletter, or engage our services, you may provide us with:

• Your name, email address, phone number, and business name
• Information about your business, including financial details, operational information, and exit planning goals
• Communications you send to us via email, phone, or through our website contact forms
• Information shared in the course of an advisory engagement, including confidential business information, financial statements, and transaction-related documents

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B. Information Collected Automatically

When you visit our Site, we may automatically collect certain technical information, including:

• IP address, browser type, and device information
• Pages visited, time spent on the Site, and referring website or search terms
• Cookie and tracking data as described in Section 5 below

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How We Use Your Information

We use the information we collect for the following purposes:

• To respond to inquiries, provide requested information, and communicate with prospective and current clients
• To deliver our advisory, valuation, and exit planning services
• To send our quarterly newsletter and market insights to subscribers
• To improve our Site, marketing materials, and service offerings
• To comply with applicable legal obligations, including those arising under applicable state and federal regulations
• To protect the rights, property, and safety of Commonwealth M&A, our clients, and others

We do not use your personal information for purposes inconsistent with those described in this Privacy Policy without your consent.

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3. Confidentiality of Client and Prospective Client Information

Commonwealth M&A takes the confidentiality of client and prospective client information extremely seriously. Any information shared with us in connection with a potential or active advisory engagement — including information about your business, its financials, its operations, your personal financial situation, or your exit goals, is treated as strictly confidential.

We do not disclose confidential business information to any third party, including potential buyers, without your express written authorization or pursuant to a fully executed Non-Disclosure Agreement (NDA). Our standard engagement process includes the execution of NDAs with all potential acquirers prior to the disclosure of any identifying or financial information about your business.

Our advisors, employees, and any authorized contractors are bound by confidentiality obligations with respect to client information. These obligations survive the termination of any engagement with Commonwealth M&A.

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4. Sharing of Information

We do not sell your personal information. We may share your information only in the following limited circumstances:

• Service Providers: We may share information with trusted third-party vendors who assist us in operating our Site and conducting our business, provided they are contractually obligated to keep your information confidential and use it only as directed by us.
• Legal Requirements: We may disclose information when required to do so by law, court order, subpoena, or other legal process, or when we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or respond to a government request.
• Business Transfers: In the event of a merger, acquisition, or sale of all or substantially all of our assets, your information may be transferred as part of that transaction. We will notify you via email or prominent notice on our Site of any such change in ownership.
• With Your Consent: We may share your information with third parties when you have given us your explicit consent to do so.

We never share confidential client business information with buyers, investors, or any other third parties without a fully executed NDA and your prior written authorization.

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5. Cookies and Tracking Technologies

Our Site uses cookies and similar tracking technologies to enhance your experience and analyze website traffic. Cookies are small data files stored on your device. We use the following types of cookies and tools:

• Essential Cookies: Necessary for the Site to function properly. These cannot be disabled.
• Analytics: We use Google Analytics to understand how visitors interact with our Site, which pages are most visited, and how users navigate through the Site. This data is aggregated and does not personally identify you.
• CRM and Contact Management: We use Pipedrive to manage client and prospect contacts. Information you submit through our website forms may be stored in Pipedrive.
• LinkedIn: We use LinkedIn for marketing and professional outreach purposes. LinkedIn may collect information about your interactions with our content on their platform in accordance with their own privacy policy.

You may control or disable cookies through your browser settings. Please note that disabling certain cookies may affect the functionality of our Site.

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6. Data Security

Commonwealth M&A implements reasonable and appropriate physical, electronic, and administrative safeguards to protect the personal and confidential information we collect against unauthorized access, disclosure, alteration, or destruction.

However, no method of transmission over the Internet or method of electronic storage is completely secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee its absolute security. You provide information to us at your own risk.

In the event of a data breach that affects your personal information, we will notify you as required by applicable law.

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7. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, unless a longer retention period is required or permitted by law. We will update this section with more specific retention periods upon completion of our internal review.

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8. Your Rights and Choices

Depending on your jurisdiction and applicable law, you may have the following rights with respect to your personal information:

• Access: You may request a copy of the personal information we hold about you.
• Correction: You may request that we correct inaccurate or incomplete personal information.
• Deletion: You may request that we delete your personal information, subject to our legal and professional obligations to retain certain records.
• Opt-Out of Marketing: You may unsubscribe from our newsletter or marketing communications at any time by clicking the “unsubscribe” link in any email or by contacting us directly.
• Do Not Sell: We do not sell personal information.

To exercise any of these rights, please contact us using the information in Section 11 below. We will r

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9. Third-Party Links

Our Site may contain links to third-party websites, including social media platforms, podcast hosts, and professional organization sites. This Privacy Policy does not apply to those third-party sites, and we are not responsible for their privacy practices. We encourage you to review the privacy policies of any third-party sites you visit.

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10. Children’s Privacy

Our Site and services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from minors. If we become aware that we have inadvertently collected personal information from a minor, we will take steps to delete it promptly.

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11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make material changes, we will update the “Last Updated” date at the top of this page and, where appropriate, notify you by email or through a notice on our Site.

Your continued use of our Site following the posting of any changes constitutes your acceptance of the revised Privacy Policy. We encourage you to review this page periodically.

12. Disclaimer

This Privacy Policy is provided for informational purposes and is intended to reflect Commonwealth M&A’s current data practices. Nothing in this Privacy Policy creates or is intended to create an attorney-client relationship. Business owners seeking legal advice regarding data privacy, confidentiality agreements, or transaction-related disclosures should consult with qualified legal counsel.

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Contact Us

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

Email: info@commonwealthmna.com

Company: Commonwealth M&A

Address: 17 Wilmont Mews, 5th Floor,
West Chester, PA 19382