Privacy
Policy

01

Scope of this policy.

This Privacy Policy applies to personal information handled by Ventari Partners in connection with ventaripartners.com, communications initiated through the Website, and related business communications.

“Personal information” generally means information about an identifiable individual, subject to applicable legal definitions and exclusions.

This policy does not apply to information that is not considered personal information under applicable law, including certain business contact information where applicable.

02

Information we may collect.

The information we collect depends on how you interact with Ventari Partners.

Information you provide directly

When you contact us, correspond with us, or explore a potential business relationship, we may receive information such as:

• your name;
• business email address;
• telephone number;
• organization, company, or professional affiliation;
• job title or role;
• information contained in your correspondence with us; and
• information you voluntarily provide regarding an investment, acquisition, partnership, succession, joint venture, growth opportunity, or other business matter.

Information collected through website technology

Depending on the Website’s configuration and the services used to host, secure, maintain, or analyze it, certain technical information may be collected automatically.

This may include:

• Internet Protocol (IP) address;
• browser type;
• device type and operating system;
• approximate geographic information derived from an IP address;
• pages viewed and navigation activity;
• referring website information; and
• technical logs relating to website performance, security, or errors.

03

How we use personal information.

We may use personal information for purposes reasonably connected with our business, including to:

• respond to inquiries and communications;
• evaluate potential investment, acquisition, partnership, succession, joint venture, or other business opportunities;
• communicate with business owners, leadership teams, investors, advisors, and strategic partners;
• manage and develop business relationships;
• operate, maintain, secure, and improve the Website;
• identify and investigate security, fraud, or misuse concerns;
• maintain appropriate business and administrative records;
• comply with applicable legal, regulatory, contractual, and professional obligations; and
• establish, exercise, or defend legal rights.

If we wish to use personal information for a materially different purpose, we will take appropriate steps required by applicable law.

04

Consent and appropriate purposes.

Where consent is required, we seek consent that is appropriate to the sensitivity of the information and the circumstances in which it is collected, used, or disclosed.

Consent may be express or implied where permitted by law. In certain circumstances, applicable privacy legislation may permit or require the collection, use, or disclosure of personal information without consent.

You may withdraw consent to certain uses of your personal information, subject to legal or contractual restrictions and reasonable notice.

05

Cookies and similar technologies.

The Website or the technology providers supporting it may use cookies, server logs, or similar technologies required for security, functionality, performance, or website administration.

If analytics or other non-essential technologies are enabled, they may be used to help us understand how visitors interact with the Website and improve website performance and usability.

You may be able to control cookies through your browser settings. Restricting certain technologies may affect some website functionality.

06

When information may be disclosed.

Ventari Partners does not sell personal information.

We may disclose information where reasonably necessary for legitimate business purposes, including to:

• technology, hosting, cybersecurity, email, and website service providers;
• professional advisors such as legal, accounting, financial, insurance, tax, and other advisors;
• counterparties, investors, lenders, advisors, or other participants where appropriate in connection with an actual or potential transaction or business relationship and subject to appropriate safeguards where required;
• regulators, law enforcement, courts, government authorities, or other parties where required or permitted by law;
• parties involved in protecting our rights, property, security, personnel, or operations; or
• a purchaser, investor, successor, or other party in connection with a reorganization, financing, acquisition, sale, merger, or other corporate transaction, where permitted by law.

07

Service providers and processing outside Canada.

We may use third-party service providers to support our Website, technology, communications, document management, security, or other business operations.

Some service providers may store or process information in Canada, the United States, or other jurisdictions.

When personal information is processed outside Canada, it may be subject to the laws of the jurisdiction in which it is processed and may be accessible to courts, law enforcement, regulators, or government authorities in accordance with those laws.

Where required, we take reasonable contractual, organizational, or technical steps designed to ensure that service providers handle personal information consistently with applicable privacy requirements.

08

Retention.

We retain personal information only for as long as reasonably necessary to fulfill the purposes for which it was collected or to meet legitimate business, legal, regulatory, accounting, dispute-resolution, or recordkeeping requirements.

Retention periods may vary depending on the nature of the information, the relationship involved, applicable legal requirements, and whether information relates to an actual or potential transaction.

When information is no longer required, we take reasonable steps to securely delete, destroy, anonymize, or otherwise dispose of it as appropriate.

09

Security safeguards.

We use administrative, technical, and organizational measures that are intended to protect personal information against unauthorized access, use, disclosure, alteration, loss, or destruction.

Safeguards are selected with consideration for the sensitivity, amount, format, storage method, and nature of the information.

No method of electronic transmission or storage can be guaranteed to be completely secure. Accordingly, while reasonable measures may be used, we cannot guarantee absolute security.

Ordinary email is not necessarily a secure communication method. Please avoid sending highly sensitive information by email unless appropriate arrangements have been established.

10

Access, correction, and privacy choices.

Subject to applicable law, you may request access to personal information that Ventari Partners holds about you and request that inaccurate or incomplete information be corrected.

You may also contact us to ask questions about our privacy practices or, where applicable, withdraw consent to certain uses of your personal information.

We may need to verify your identity before responding to a privacy request. Certain information may be withheld where permitted or required by law.

11

Third-party websites.

The Website may contain links to websites or platforms operated by third parties, including professional networking or other external services.

Ventari Partners is not responsible for the privacy, security, content, or information-handling practices of third-party websites.

We encourage you to review the privacy policies applicable to third-party services before providing personal information to them.

12

Changes to this Privacy Policy.

We may update this Privacy Policy periodically to reflect changes in our practices, technology, operations, legal requirements, or the Website.

When the policy is updated, the revised version will be posted on this page and the “Last updated” date will be changed accordingly.

We encourage visitors to review this policy periodically.