Privacy Policy & Disclaimers

Last updated: January 2, 2024

This privacy notice discloses the privacy practices for www.kaizen-equity.com. This privacy notice applies solely to personally identifiable information collected by this website. It will notify you of the following:

What personally identifiable information (“Information”) is collected from you through the web site, how it is used and with whom it may be shared. What choices are available to you regarding the use of your Information. The security procedures in place to protect the misuse of your Information.

How you can correct any inaccuracies in your Information submitted through the website.

Information Collection, Use, and Sharing

Kaizen Equity Partners, LLC and/or its subsidiaries or affiliates (collectively “Kaizen” or “we” or “us”) is the sole owner of the information collected on this website. We currently collect information that you voluntarily provide via email, by completing a form on the website, and certain information that is collected through other direct contact with you via the website.

We will not sell or rent information we collect through this website to anyone other than as provided in this policy.

We will use your Information to respond to you regarding the reason you contacted us. Generally, we will not share your Information with any third party outside of our organization, other than as necessary to fulfill your request, or as otherwise permitted by this policy. Third parties engaged by us to assist in hosting, administering or maintaining our website or assisting us with our responses to your requests may have access to such information in order for them to perform services for us. Unless you ask us not to in accordance with the notice provisions of the policy below, we may contact you via email in the future to tell you about recent developments, research reports and other information we believe you will find informative.

We do reserve the right to provide your Information and any information we collect through this website as required by law, and as we believe appropriate to respond to legal actions, such as subpoenas, law enforcement investigations, or other similar situations, and to protect our rights.

Additionally, in the event our business or a portion of our business or assets are sold, whether through an asset sale, merger or other form of transaction, or we engaging in a business financing, we may provide your Information to the purchaser or successor in interest of the business or portion of the business sold. We reserve the right to provide any aggregated and/or anonymized data with others for their own uses.

Disclaimers

Kaizen Equity Partners, LLC (“Kaizen”) provides financial and strategic advisory services to technology companies. Securities are offered through BA Securities LLC, a registered broker-dealer and a member of FINRA and SIPC (“BA”). Kaizen and BA, LLC are separate, unaffiliated entities.

Client testimonials may not be representative of the experience of all clients and should not be construed as a guarantee of future performance or success. Transactions closed on or before December 2023 were led by Kaizen team members at predecessor firms.

Amendments to Policy & Disclaimers

We reserve the right to amend this page from time to time by posting the revised content on our website.

If you feel that we are not abiding by this policy, you should contact us immediately win@kaizen-equity.com.

This policy is effective as of January 2, 2024.