Privacy Policy

Overview

MBL Partners LLC ("MBL Partners," "we," "us," or "our") operates mblpartners.com (the "Site"). This Privacy Policy explains what personal information we collect, how we use it, and your rights with respect to that information.

This policy applies to all visitors to the Site, including prospective clients, business partners, and other individuals who submit information through our contact form or assessment tools.

By using the Site, you agree to the collection and use of information described in this policy. If you do not agree, please do not use the Site.

Data we collect

Information you provide directly

When you submit our contact form or any assessment tool on the Site, we collect the information you enter, which may include:

• Your name
• Your email address
• Your phone number (if provided)
• Your company or organization name (if provided)
• The subject and content of your message
• Responses to assessment or intake questions

Information collected automatically

When you visit the Site, we may automatically collect certain technical information, including your IP address, browser type, device type, referring URL, and pages visited. This information is collected through standard web server logs and, if enabled, third-party analytics tools. See the Analytics section for details.

Cookies

The Site may use cookies or similar tracking technologies to support site functionality. We do not currently use cookies for advertising or behavioral tracking. If this changes, this policy will be updated and, where required by law, your consent will be requested.

How we use it

We use the information we collect for the following purposes:

• To respond to your inquiry. When you submit our contact form, we use your contact information to follow up with you personally.
• To deliver services. If you engage MBL Partners in an advisory, investment, or consulting relationship, we use relevant information to fulfill that engagement.
• To improve the Site. Aggregate, anonymized data about how visitors use the Site may be used to improve its design and content.
• To comply with legal obligations. We may process or retain information as required by applicable law.

We do not use your personal information for automated decision-making or profiling, and we do not sell your personal information to any third party.

Third parties

We do not sell, rent, or trade your personal information. We may share information with third parties only in the following limited circumstances:

• Service providers. We use third-party tools to help operate the Site, including form processing tools. Our current form and assessment provider is Fillout (fillout.com). Fillout processes form submission data on our behalf and is bound by its own privacy policy and applicable data protection law. Data submitted through Fillout forms is subject to Fillout's Privacy Policy.
• Legal requirements. We may disclose information if required to do so by law or in response to valid legal process.
• Business transfers. In the event of a merger, acquisition, or sale of assets, personal information may be transferred as part of that transaction. We will notify you before your information becomes subject to a different privacy policy.

Outside of the above, we do not share your personal information with any third party without your explicit consent.

Analytics

The Site may use Google Analytics or similar analytics services to understand how visitors use the Site. If enabled, these tools collect anonymized data including page views, session duration, device type, and general geographic location (country or region level). This data is aggregated and does not identify you personally.

You may opt out of Google Analytics data collection by installing the Google Analytics Opt-out Browser Add-on. Most modern browsers also support privacy settings that limit tracking.

If and when additional analytics or tracking tools are added to the Site, this policy will be updated to reflect them.

Retention

We retain personal information only as long as necessary for the purposes described in this policy or as required by law.

• Contact form submissions are retained for as long as reasonably necessary to follow up and maintain a record of the inquiry, and deleted upon request.
• Client and engagement data is retained for the duration of the engagement and for a reasonable period afterward for legal and business record purposes, typically no longer than seven years unless otherwise required by law.
• Analytics data is subject to the retention policies of the applicable analytics provider.

Your rights

Depending on your location, you may have certain rights regarding your personal information. These include the right to:

• Access the personal information we hold about you
• Correct inaccurate or incomplete information
• Delete your personal information, subject to limited exceptions
• Restrict or object to certain processing of your information
• Data portability, where applicable
• Withdraw consent at any time where processing is based on consent

To exercise any of these rights, contact us at info@mblpartners.com. We will respond within the timeframe required by applicable law and will not discriminate against you for exercising your rights.

California residents (CCPA / CPRA)

In the past 12 months, we have collected the following categories of personal information from Site visitors and contact form submissions: identifiers (name, email address, phone number), professional information (company name), and internet or other electronic network activity (IP address, browser type, pages visited).

We do not sell your personal information. We do not share your personal information for cross-context behavioral advertising.

Your California rights include:

• Right to Know: You may request disclosure of the categories and specific pieces of personal information we have collected about you in the past 12 months.
• Right to Delete: You may request deletion of personal information we have collected, subject to certain exceptions.
• Right to Correct: You may request correction of inaccurate personal information.
• Right to Opt Out: You have the right to opt out of the sale or sharing of personal information. We do not sell or share personal information, so no opt-out mechanism is required at this time.
• Right to Non-Discrimination: We will not discriminate against you for exercising your CCPA rights.

To submit a California rights request, email us at info@mblpartners.com with the subject line "California Privacy Request." We will verify your identity and respond within 45 days, with a 45-day extension available where reasonably necessary.

Utah residents (UCPA)

Utah residents have the right to confirm whether we are processing their personal data, to access that data, to delete personal data provided directly by the consumer, to obtain a portable copy of personal data, and to opt out of the sale of personal data or its use for targeted advertising.

We do not sell personal data or use it for targeted advertising. To submit a Utah rights request, email us at info@mblpartners.com with the subject line "Utah Privacy Request." We will respond within 45 days.

EU and UK residents (GDPR / UK GDPR)

Our lawful basis for processing personal information submitted through the contact form is legitimate interests (responding to inquiries and conducting our business) and, where applicable, contract performance (fulfilling an advisory or service engagement).

EU and UK residents have the right to access, rectify, erase, restrict, or object to processing of their personal data, and the right to data portability. You also have the right to lodge a complaint with your local supervisory authority.

We do not transfer personal data outside of the United States to the EU or EEA as part of normal Site operations. If you are contacting us from the EU or UK, please be aware that your information will be processed in the United States, which may have different data protection standards than your country of residence.

To exercise your GDPR rights, contact us at info@mblpartners.com. We will respond within 30 days.

Security

We take reasonable technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These measures include using secure, encrypted data transmission (HTTPS) and limiting access to personal information to those who have a business need to know it.

No method of transmission over the internet or electronic storage is 100% secure. While we work to protect your information, we cannot guarantee absolute security.

Contact us

If you have questions about this Privacy Policy, want to exercise your rights, or want to report a concern, please contact us:

MBL Partners LLC
Salt Lake City, Utah
info@mblpartners.com
(801) 697-4280

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date at the top of this page. We encourage you to review this policy periodically.