Legal
Effective Date: March 30, 2026 · Last Updated: March 30, 2026
Contents
Holding Advisory LLC ("Holding Advisory," "we," "us," or "our") is a boutique advisory firm specializing in M&A advisory, capital formation, and operating advisory for the $25M–$250M transaction market. We are a United States limited liability company, founded in 2009.
This Privacy Policy explains how we collect, use, store, and protect personal information when you visit our website at holdingadvisory.com (the "Site") or interact with our services. We are committed to protecting the confidentiality and privacy of all information entrusted to us — a principle that extends from our advisory engagements to every visitor who interacts with this Site.
When you submit an inquiry through our contact form, we collect the following personal information:
| Data Element | Required | Purpose |
|---|---|---|
| First name | Yes | To address you in our response |
| Last name | Yes | To address you in our response |
| Email address | Yes | To respond to your inquiry |
| Company name | No | To understand the context of your inquiry |
| Title / role | No | To understand your position and how best to assist |
| Nature of inquiry | Yes | To route your inquiry to the appropriate practice area |
| Transaction size range | No | To assess fit with our engagement profile |
| Message content | Yes | To understand your situation and respond appropriately |
When you visit the Site, certain information may be collected automatically through cookies and similar technologies:
This data is collected through the technologies described in Section 4 (Cookies & Tracking Technologies) below.
The Site does not require user accounts, passwords, or login credentials. We do not collect payment information, government-issued identification numbers, health information, or any special category data as defined under GDPR. The Site's blog section does not collect any personal information from readers.
We use the information we collect for the following purposes:
| Purpose | Legal Basis (GDPR) |
|---|---|
| Responding to your inquiry and evaluating potential engagement fit | Legitimate interest / consent |
| Communicating with you about our advisory services | Legitimate interest |
| Sending periodic insights, articles, or firm updates (only with your explicit opt-in consent) | Consent |
| Analyzing website traffic and usage patterns to improve the Site | Legitimate interest |
| Ensuring the security and integrity of the Site | Legitimate interest |
| Complying with applicable legal obligations | Legal obligation |
We will never sell your personal information to third parties. We will never use your contact form submission for unsolicited marketing unless you have explicitly opted in to receive communications from us.
The Site uses the following categories of cookies and tracking technologies:
Our Site is hosted on Cloudflare Pages. Cloudflare may set cookies necessary for security, performance, and content delivery (e.g., __cflb, __cf_bm). These cookies are essential for the Site to function and cannot be disabled.
We use Google Analytics 4 (GA4) to understand how visitors use the Site. GA4 collects anonymized usage data including pages visited, session duration, geographic region (country/city level), device type, and traffic source. GA4 uses cookies (e.g., _ga, _ga_*) to distinguish unique visitors.
Google's privacy policy is available at policies.google.com/privacy. You may opt out of Google Analytics tracking by installing the Google Analytics Opt-out Browser Add-on.
We use the LinkedIn Insight Tag to measure the effectiveness of our LinkedIn advertising campaigns and to understand the professional demographics of our Site visitors (e.g., industry, company size, job function). The LinkedIn Insight Tag places a cookie (li_sugr, bcookie, lidc) that enables LinkedIn to match visitors with LinkedIn member profiles in an anonymized, aggregated manner.
LinkedIn's privacy policy is available at linkedin.com/legal/privacy-policy. You may opt out of LinkedIn interest-based advertising at LinkedIn Guest Controls.
You can control cookies through your browser settings. Most browsers allow you to block or delete cookies, or to set preferences for specific websites. Please note that disabling essential cookies may affect Site functionality. Below are links to cookie management instructions for common browsers:
The Site uses or may use the following third-party services that process personal information on our behalf:
| Service | Provider | Purpose | Data Processed |
|---|---|---|---|
| Hosting & CDN | Cloudflare, Inc. | Website hosting, content delivery, and security | IP address, request data, performance metrics |
| Analytics | Google LLC (GA4) | Website usage analysis | Anonymized usage data, device info, geographic region |
| Advertising measurement | LinkedIn Corporation | Campaign measurement, professional demographic insights | Anonymized visitor data matched to LinkedIn profiles |
| Form processing | Formspree, Inc. | Contact form submission delivery | Name, email, company, inquiry details |
| Email communications | Twilio SendGrid | Sending email updates to opted-in recipients | Email address, name |
Each of these providers maintains their own privacy policies and data processing agreements. We select providers who maintain industry-standard security practices and, where applicable, have certified compliance with applicable data protection frameworks.
We do not sell, rent, or trade your personal information. We may share your information only in the following limited circumstances:
Contact form submissions are handled strictly within Holding Advisory LLC. We do not share inquiry details with third parties, co-advisors, or external partners without your explicit consent.
We retain personal information only as long as necessary to fulfill the purposes for which it was collected:
You may request deletion of your personal information at any time by contacting us at the address in Section 14.
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:
While we take reasonable precautions to protect your information, no method of transmission over the Internet or method of electronic storage is completely secure. We cannot guarantee absolute security but are committed to maintaining industry-standard protections.
If you are located in the European Economic Area (EEA), the United Kingdom, or Switzerland, you have the following rights under the General Data Protection Regulation (GDPR) and equivalent legislation:
To exercise any of these rights, please contact us at info@holdingadvisory.com. We will respond to your request within 30 days. If you believe your rights have been violated, you have the right to lodge a complaint with your local data protection supervisory authority.
Legal bases for processing: We process personal data of EEA visitors on the basis of (a) your consent (contact form submission, email opt-in), (b) our legitimate interests in operating and improving the Site and communicating about our services, and (c) compliance with legal obligations. We do not engage in automated decision-making or profiling that produces legal effects.
If you are a California resident, the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA) provide you with the following rights:
To exercise your rights, contact us at info@holdingadvisory.com. We will verify your identity before processing your request and respond within 45 days.
Categories of personal information collected in the preceding 12 months: Identifiers (name, email address, company name); internet activity information (browsing history on the Site, device information); professional or employment-related information (job title, company); and inferences drawn from the above (inquiry routing and engagement fit assessment).
Holding Advisory LLC is based in the United States. If you are visiting the Site from outside the United States, please be aware that your information will be transferred to, stored, and processed in the United States and potentially other countries where our service providers operate.
Where we transfer personal data from the EEA, UK, or Switzerland to countries that have not received an adequacy decision from the European Commission, we rely on appropriate safeguards including Standard Contractual Clauses (SCCs) approved by the European Commission, or the provider's participation in recognized data transfer frameworks (e.g., EU-U.S. Data Privacy Framework).
The Site is not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected personal information from a child under 18, we will take steps to delete that information promptly. If you believe we have inadvertently collected information from a child, please contact us at info@holdingadvisory.com.
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. We encourage you to review this page periodically for the latest information on our privacy practices.
If we make material changes that affect how we process personal information you have previously provided, we will make reasonable efforts to notify you (e.g., by posting a prominent notice on the Site or by email if you have provided one).
If you have questions about this Privacy Policy, wish to exercise your data protection rights, or have concerns about how your information is handled, please contact us:
Holding Advisory LLC
Attn: Privacy Inquiries
Email: info@holdingadvisory.com
We aim to respond to all privacy-related inquiries within 30 days.
This Privacy Policy applies solely to information collected through holdingadvisory.com. It does not apply to information collected through other means, including information collected offline or through other websites operated by third parties that may link to or from the Site.
New Mandates
We accept a limited number of new engagements annually to preserve the quality of our work. Inquiries are held in strict confidence.