Focus Strategies Investment Partners

Privacy Policy

What does Focus Strategies Merchant Banking, LLC do with your personal information?


Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share and protect your personal information. Please read this notice carefully to understand what we do.


The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Tax ID/Social Security Number and Address/Phone Number
  • Financial Information including Tax Returns and Corporate Organizational Documents
  • Identity verification documents

When you are no longer our customer, we continue to share your information as described in this notice.


All financial companies need to share customer personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers personal information, the reasons Focus Strategies Merchant Banking, LLC chooses to share, and if you can limit this sharing.


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Reasons we can share your personal informationDoes Focus Strategies Merchant Banking share?Can you limit this sharing?
For our everyday business purposes — such as to process your business transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureausYesNo
For our marketing purposes— to offer our products and services to youYesNo
For joint marketing with other financial companiesNoWe Don’t Share
For our affiliates’ everyday business purposes— Information about your transactions and experiencesYesNo
For our affiliates’ everyday business purposes— Information about your credit worthinessNoWe Don’t Share
For non-affiliates to market to youNoWe Don’t Share
Who we are
Who is providing this notice?Focus Strategies Merchant Banking, LLC
What we do
How does Focus Strategies Merchant Banking, LLC protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

We restrict access to nonpublic personal information to those who need to know that information to provide our products and services to you.

How does Focus Strategies Merchant Banking, LLC collect my personal information?

We collect your personal information, for example, when you

  • Engage us to conduct M&A Activity on your behalf
  • Engage us to conduct consulting work on your behalf
Why can’t I limit all sharing?

Federal law gives you the right to limit only

  • Sharing for affiliates’ everyday business purposes— information about your creditworthiness
  • Affiliates from using your information to market to you
  • Sharing for non-affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

AffiliatesCompanies related by common ownership or control. They can be financial and nonfinancial companies.
Non-affiliatesCompanies not related by common ownership or control. They can be financial or nonfinancial companies.
Joint marketingA formal agreement between nonaffiliated financial companies that together market financial products or services to you.