Privacy Policy

Effective Date: March 31, 2026

heymergely.com  |  Mergely Capital LLC  |  New York, NY

1. Introduction

Mergely Capital LLC ('Mergely Capital,' 'we,' 'us,' or 'our') operates the website heymergely.com (the 'Site'). We are a New York-registered sell-side M&A advisory firm. We respect your privacy and are committed to protecting any personal information you share with us.

This Privacy Policy explains what information we collect, how we use it, who we share it with, how long we retain it, and your rights regarding your personal information. By using the Site, you agree to the collection and use of information in accordance with this policy.

2. Information We Collect

2.1 Information You Provide Directly

When you use our contact forms, schedule a consultation, or request information, we may collect:

•        Full name

•        Email address

•        Phone number

•        Company name and website

•        Industry sector

•        Annual Recurring Revenue (ARR) or revenue range

•        Any other information you choose to include in free-text fields

2.2 Information Collected Automatically

When you visit the Site, we and our third-party partners may automatically collect:

•        IP address and approximate geographic location

•        Browser type and version

•        Operating system

•        Pages visited and time spent on each page

•        Referring URL

•        Device identifiers

•        Interaction data (clicks, scrolls, form completions) 

This information is collected via cookies, pixels (including the Meta/Facebook Pixel), and similar tracking technologies. See Section 6 for details on cookies.

2.3 Information from Third Parties

We may receive information about you from third-party lead generation partners, advertising platforms (including Meta), and CRM tools used to manage our pipeline. This information is used solely to contact you about our advisory services.

3. How We Use Your Information

We use the information we collect to:

•        Respond to your inquiries and schedule consultations

•        Deliver the advisory and related materials

•        Send marketing communications, newsletters, and service updates (with your consent where required)

•        Run targeted advertising campaigns on platforms such as Meta/Facebook

•        Improve the Site's functionality and user experience

•        Comply with applicable laws and regulations

•        Protect against fraud and unauthorized use

We do not sell your personal information to third parties for their own marketing purposes.

4. Legal Basis for Processing (GDPR)

If you are located in the European Economic Area (EEA), we process your personal information under the following legal bases:

•        Consent: Where you have opted in to marketing communications or cookie placement

•        Legitimate Interests: To operate our business, respond to inquiries, and improve our services

•        Contractual Necessity: To fulfill engagements or deliver products you have purchased

•        Legal Obligation: To comply with applicable laws

5. How We Share Your Information

We do not sell your personal data. We may share your information with:

•        Service Providers: Marketing agencies (including ScaleClients), email platforms, CRM tools, and scheduling software that process data on our behalf under data processing agreements

•        Advertising Platforms: Meta (Facebook/Instagram) to deliver and optimize advertising campaigns, including custom audience targeting

•        Legal and Regulatory Authorities: Where required by law, court order, or regulatory request

•        Business Transfers: In connection with a merger, acquisition, or sale of assets, your information may be transferred to the acquiring entity

Any third parties who process your data on our behalf are contractually required to handle it in accordance with applicable privacy laws.

6. Cookies and Tracking Technologies

We use the following types of cookies and tracking technologies on the Site:

•        Essential Cookies: Required for the Site to function. Cannot be disabled.

•        Analytics Cookies: Help us understand how visitors use the Site (e.g., Google Analytics or similar tools).

•        Marketing/Advertising Cookies: Used to deliver targeted ads and measure campaign performance (e.g., Meta Pixel, Google Ads tags).

•        Functional Cookies: Remember your preferences to improve your experience.

You can manage cookie preferences through our cookie consent banner when you first visit the Site. For EU/EEA visitors, non-essential cookies will not be activated without your consent. You may also manage cookies through your browser settings, though disabling certain cookies may affect Site functionality.

7. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes described in this policy, or as required by law. Specifically:

•        Inquiry and contact form data: Retained for up to 24 months from the date of last contact

•        Client engagement records: Retained for 7 years in accordance with standard business recordkeeping practices

•        Marketing suppression lists (opt-out records): Retained indefinitely to honor your preferences

You may request deletion of your data at any time (subject to legal retention obligations) by contacting us at the address below.

8. Your Rights

8.1 California Residents (CCPA/CPRA)

California residents have the right to:

•        Know what personal information we collect and how it is used

•        Request deletion of your personal information

•        Opt out of the sale of personal information (we do not sell personal information)

•        Non-discrimination for exercising any of the above rights

To submit a CCPA request, contact us at info@heymergely.com or via the contact information in Section 12.

8.2 EEA/UK Residents (GDPR)

If you are located in the EEA or UK, you have the right to:

•        Access your personal data

•        Correct inaccurate personal data

•        Request erasure ('right to be forgotten')

•        Restrict or object to processing

•        Data portability

•        Withdraw consent at any time (without affecting prior processing)

•        Lodge a complaint with your local supervisory authority

8.3 All Users

Regardless of location, you may opt out of marketing emails at any time by clicking 'Unsubscribe' in any email we send, or by contacting us directly.

9. Security

We implement commercially reasonable administrative, technical, and physical safeguards to protect your personal information. However, no method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security. If you suspect unauthorized access to your information, please contact us immediately. 

10. Third-Party Links

The Site may contain links to third-party websites. We are not responsible for the privacy practices of those sites. We encourage you to review the privacy policies of any third-party websites you visit.

11. Updates to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the 'Effective Date' at the top of this page. Continued use of the Site after any update constitutes acceptance of the revised policy.

12. Contact Us

For privacy-related inquiries, data deletion requests, or to exercise your rights:

Mergely Capital LLC

Email: info@heymergely.com

Website: heymergely.com

Jurisdiction: New York, New York, United States