Privacy Policy

This Privacy Policy describes how Citadel Ridge LLC, a Wyoming limited liability company ("Citadel Ridge"), collects, uses, and shares information through its websites and intake channels. Information provided under an executed engagement agreement is additionally governed by that agreement's confidentiality and data handling provisions, which control over this Policy in any conflict.

1. Information collected. Contact information you provide, such as name, business name, email, and phone. Business and financial information you submit for evaluation of a potential engagement, such as revenue figures, financing positions, and financial statements. Technical information collected automatically, such as IP address, device and browser type, pages viewed, and cookie identifiers.
2. How information is used. To respond to inquiries, evaluate fit for an engagement, perform executed engagements, operate and secure the sites, comply with legal obligations, and maintain business records.
3. Analytics and AI processing. Citadel Ridge may process submitted business information through its internal analytics platform, including third party analytical and AI tools, using commercially reasonable measures to prevent submitted information from being used to train third party models.
4. How information is shared. With service providers who support operations, under confidentiality obligations. With professional advisors such as counsel and accountants. Within an executed engagement, with lenders, acquirers, and counterparties as the engagement requires and as the engagement agreement permits. As required by law, regulation, or legal process. In connection with a corporate transaction involving Citadel Ridge. Citadel Ridge does not sell personal information.
5. Cookies. The sites may use cookies and similar technologies for functionality and analytics. Browser settings can limit cookies; some features may not function without them.
6. Security. Citadel Ridge maintains commercially reasonable administrative, technical, and physical safeguards. No method of transmission or storage is completely secure.
7. Retention. Information is retained as long as needed for the purposes above, including legal, compliance, and recordkeeping purposes, and is then deleted or de identified.
8. Your choices. You may request access to, correction of, or deletion of your information, subject to legal and contractual retention requirements, by contacting Citadel Ridge through the site. Marketing communications include an opt out.
9. Not directed to minors. The sites and services are for businesses and their adult representatives and are not directed to anyone under 18.
10. Changes. Citadel Ridge may update this Policy by posting a revised version with a new effective date.