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Privacy Policy

Effective Date: May 13, 2026

Hadley Partners collects and uses information in connection with business brokerage, M&A advisory, agency valuation, buyer and seller outreach, and related communications. This Privacy Policy explains what information we collect, how we use it, and the choices available to you.

Information We Collect

We may collect information you provide directly to us, information submitted through our website, and basic technical data collected automatically.

  • Name
  • Email address
  • Phone number
  • Company or agency name
  • Business information voluntarily submitted, such as revenue, location, lines of business, acquisition criteria, notes, or valuation-related information
  • Website and form submission data
  • Basic technical information such as IP address, browser type, device type, and analytics or cookie data where applicable

How We Use Information

We use information we collect for legitimate business purposes, including:

  • Responding to inquiries
  • Providing valuations or advisory services
  • Matching buyers and sellers
  • Sending relevant business communications
  • Managing outreach, CRM records, and follow-ups
  • Improving the website and services
  • Complying with legal obligations

Text Message and Email Communications

Users may receive business-related emails, calls, or text messages from Hadley Partners.

  • Message and data rates may apply.
  • You can opt out of text messages by replying STOP.
  • You can opt out of emails by using unsubscribe instructions or by contacting Hadley directly.
  • Consent to receive marketing text messages is not required to use Hadley Partners services.

How We Share Information

We may share information as reasonably necessary to operate our business and support advisory or transaction-related work.

  • With service providers such as CRM, email, SMS, hosting, analytics, and business operations tools
  • With prospective buyers, sellers, investors, advisors, attorneys, accountants, lenders, or other transaction participants when relevant
  • When required by law
  • With your consent

Hadley Partners does not sell personal information to unrelated third parties.

Text messaging originator opt-in data and consent will not be shared with any third parties, excluding aggregators and providers of the Text Message services.

Data Security

We use reasonable administrative, technical, and organizational measures designed to protect information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain information for as long as reasonably necessary for business, legal, compliance, or transaction-related purposes.

Your Choices

  • Request access, correction, or deletion where legally available
  • Opt out of marketing communications
  • Disable cookies in your browser settings

Children's Privacy

The site and services are not intended for children under 13.

Changes to This Policy

We may update this Privacy Policy from time to time. If we do, we will revise the effective date above.

Contact

Hadley Partners

Email: info@hadleypartners.org

Website: https://hadleypartners.org

Hadley Partners

Confidential advisory for insurance brokerage owners seeking thoughtful transitions and aligned outcomes.

Contact

info@hadleypartners.org Speak With Us

Office

2181 Greenwich St

San Francisco, CA 94123

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