PRIVACY POLICY

Last Updated: June 2026

This Privacy Policy for Richmond Partners Inc. (“we,” “us,” “our,” or “Richmond Partners”) explains how we collect, use, and safeguard information when you visit www.richmondpartners.com (the “Site”).

Definitions

For purposes of this Privacy Policy, the following terms have the meanings set out below. Defined terms have the same meaning whether used in singular or plural form.

Personal Data means any information that relates to an identified or identifiable individual.

Usage Data refers to data collected automatically when using the Site, such as an IP address, browser type, pages visited, time and date of visit, and other diagnostic data.

Service Provider means any natural or legal person who processes data on behalf of Richmond Partners, including third-party companies or individuals engaged to facilitate or support the Site.

Device means any device capable of accessing the Site, including a computer, mobile phone, or tablet.

Cookies are small files placed on a Device by a website, which may store information about browsing activity.

You means the individual accessing or using the Site, or the company or other legal entity on whose behalf such individual is acting.

  • Information We Collect

Information you provide directly:

When you contact us through the Site, schedule a conversation, or subscribe to The Ledger, you may provide your name, email address, phone number, company name, and any other information you choose to share. We collect what you provide. By submitting information through any form, scheduling tool, or subscription feature on this Site, you acknowledge that your contact information will be added to our records and that Richmond Partners may follow up with you regarding our services.

Information collected automatically:

Like most websites, our Site may collect certain technical information automatically, such as an IP address, browser type, pages visited, and time spent on the Site. This information is collected through standard web analytics tools and may be used to understand how visitors use the Site and to improve our services and communications. Such tools may be provided by third-party service providers operating under their own privacy policies.

Cookies:

Our Site uses cookies and similar technologies for standard functionality and analytics and to support third-party tools integrated into the Site. You may adjust cookie settings through your browser, though doing so may affect how the Site performs.

  • How We Use Your Information

We may use the information we collect to:

  • Respond to your inquiries and schedule conversations
  • Send The Ledger and other communications you have requested
  • Contact you regarding our services and relevant opportunities
  • Support our business development and advisory activities
  • Improve the Site and understand how visitors use it
  • Comply with applicable legal obligations

We do not sell, rent, or trade your personal information to any third party.

  • Communications

If you subscribe to The Ledger or otherwise opt in to communications from us, we will send you periodic updates, market perspectives, and firm news. You may unsubscribe at any time by clicking the unsubscribe link in any email or by contacting us directly at contact@richmondpartners.com. Following unsubscription, we may retain your contact information in our records for a reasonable period as required by our legitimate business interests or applicable law.

  • Third-Party Links

Our Site may contain links to third-party websites, including LinkedIn and other social media and professional platforms. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party sites you visit.

  • Data Security & Retention

We implement reasonable measures to protect information. However, no method of transmission over the internet is completely secure, and we cannot guarantee security.

  • Data Retention

We retain your information for as long as necessary to fulfill the purposes described in this Privacy Policy, unless a longer retention period is required by law. You may request deletion of your information at any time by contacting us at contact@richmondpartners.com.

  • Disclosure of Your Personal Data

Law Enforcement

Under certain circumstances, we may be required to disclose your Personal Data by law or in response to valid requests by public authorities, including courts and government agencies.

Other Legal Requirements

We may also disclose your Personal Data in the good-faith belief that such action is necessary to:

  • Comply with a legal obligation
  • Protect and defend the rights or property of Richmond Partners
  • Prevent or investigate possible wrongdoing in connection with the Site
  • Protect the personal safety of users of the Site or the public
  • Protect against legal liability
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  • Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will update the “Last Updated” date at the top of this page. We encourage you to review this Policy periodically.

  • Contact Us

If you have questions about this Privacy Policy, please contact us at:

Richmond Partners

4000 MacArthur Blvd, Suite 600  
Newport Beach, CA 92660 

contact@richmondpartners.com

TERMS OF USE

Last Updated: June 2026

Please read these Terms of Use carefully before using the Richmond Partners website. By accessing or using the Site, you acknowledge and agree to these Terms. If you do not agree, please do not use the Site.

  • Nature of Services
No Legal Advice

Neither Richmond Partners nor any of its individual representatives provide legal advice of any kind. Nothing on this Site, in any communication from Richmond Partners or its individual representatives, or in any engagement with Richmond Partners constitutes legal advice or creates an attorney-client relationship.

No Financial or Investment Advice

Nothing on this Site or in any communication from Richmond Partners constitutes financial, tax, or investment advice, nor does it constitute a solicitation or an offer to buy or sell any security or other financial instrument.

No Professional or Fiduciary Relationship

No advisory relationship, fiduciary relationship, broker-agency, or any other professional relationship is formed through your use of this Site or any communication with Richmond Partners unless and until a formal written agreement has been executed by both parties.

  • Use of the Site

The Site is provided for general informational purposes only. Nothing on this Site should be construed as:

  • An offer to buy or sell any security or business interest
  • Legal, tax or financial advice
  • A guarantee of any outcome or result
  • Communications Disclaimer

This Site and all communications from Richmond Partners, including email correspondence, are intended solely for the recipient(s) to whom they are addressed and may contain confidential information. If you are not the intended recipient, any disclosure, review, use, copying, or distribution of such communication is prohibited. If you received any communication in error, please notify us immediately and permanently delete all copies.

  • Intellectual Property

All content on this Site — including text, graphics, logos, the Richmond Partners name and brand, The Ledger articles, and all other materials — is the property of Richmond Partners and is protected by applicable copyright, trademark, and intellectual property laws.

You may not reproduce, distribute, modify, or create derivative works from any content on this Site without our prior written consent. Sharing links to The Ledger articles is permitted.

  • Accuracy of Information

We make reasonable efforts to ensure the accuracy of information on this Site, but we make no representations or warranties of any kind — express or implied — regarding the completeness, accuracy, reliability, or suitability of any information contained herein. Market conditions, laws, and circumstances change; information on this Site may not reflect the most current developments.

  • Limitation of Liability

To the fullest extent permitted by applicable law, Richmond Partners and its principals, agents, and representatives shall not be liable for any direct, indirect, incidental, consequential, or punitive damages arising out of or related to the use of this Site or reliance on any information contained herein.

  • Third-Party Links and Services

The Site may contain links to third-party websites and services. These links are provided for your convenience only. Richmond Partners does not endorse, control, or assume responsibility for any third-party content, products, or services. Use of third-party sites is at your own risk and subject to their respective terms and policies.

  • Scheduling and Contact Forms

Any scheduling tools, contact forms, or communication features on this Site are provided for the purpose of initiating contact only. Submission of information through these tools does not create any advisory, legal, or other professional relationship, and does not obligate Richmond Partners or its principals, agents, and representatives to respond or engage. Some of these features may be operated by third-party providers. Information you submit through such features may be processed by those providers subject to their own privacy policies. We encourage you to review the applicable policies of any third-party tools you interact with on this Site.

  • Governing Law

These Terms of Use shall be governed by and construed in accordance with the laws of the State of California, without regard to its conflict of law provisions. Any disputes arising under these Terms shall be subject to the exclusive jurisdiction of the courts located in Orange County, California.

  • Changes to These Terms

We reserve the right to modify these Terms of Use at any time. Changes will be effective upon posting to the Site. Your continued use of the Site following any changes constitutes your acceptance of the revised Terms.

  • Contact

Questions regarding these Terms may be directed to:

Richmond Partners

4000 MacArthur Blvd, Suite 600  
Newport Beach, CA 92660 

contact@richmondpartners.com