Last updated: July 2026
Who we are
Beacon Mergers & Acquisitions provides mergers and acquisitions advisory, business valuation, exit planning, and transaction support services to business owners. This policy explains how we collect, use, store, and protect personal information when you use our website or contact our team.
Information we collect
We may collect information you provide through enquiry forms, email, telephone conversations, meetings, and advisory discussions. This can include your name, contact details, company information, the nature of a potential business sale or acquisition, and any information you choose to include in a message or document.
How we use information
We use personal information to respond to enquiries, understand potential advisory requirements, evaluate and manage prospective or active client engagements, keep records of our communications, improve our services, protect our business, and comply with legal obligations.
Sharing information
We may share personal information where it is necessary to provide advisory services, support our website and business operations, work with professional advisors or transaction participants, comply with legal obligations, or carry out an action you have requested. We expect recipients to handle personal information appropriately and only for the relevant purpose.
How long we keep information
We keep personal information only for as long as reasonably needed for enquiry management, advisory services, business records, legal, accounting, security, or reporting purposes. You can ask us to review, update, or remove your details where applicable.
Your rights
You may have rights to access, correct, erase, restrict, object to, or request a copy of your personal information. You can also withdraw consent where processing is based on consent.
Contact us
If you have questions about this policy or how your information is handled, contact the Beacon Mergers & Acquisitions team using the email address or telephone number shown in the website footer.