Terms of Use and Privacy Policy

Terms of Use

The terms and conditions set forth herein (the “Terms of Use”) constitute a legally binding agreement between Wildridge Partners LLC and its subsidiaries (“Wildridge,” “we,” “us,” or “our”) and you regarding the terms on which Wildridge offers you access to its websites and digital services. By using our websites, mobile applications, or any digital services provided by Wildridge, you signify your assent to the following terms and conditions. Please read these terms and conditions carefully before using our digital services. If you do not accept them, do not use our services.

Moreover, you affirm that you are at least 18 years old, or an emancipated minor, or possess legal parental or guardian consent, and are fully able and competent to enter into the terms, conditions, obligations, affirmations, representations, and warranties set forth in these Terms of Use. You agree to comply with these Terms of Use. Our services are not intended for children under the age of 13, and you affirm that you are more than 13 years old. Please do not use our services if you are under 13.

Wildridge may from time to time revise these terms and conditions by updating this posting. You are bound by any such revisions and should therefore periodically visit this page to review the current terms and conditions.

The information on our digital platforms is not an offer to sell or a solicitation of an offer to buy any security in any jurisdiction. Our platforms are intended for information use only by persons located in the United States.

1. Website Content and Intellectual Property

The contents of our digital platforms, including text, graphics, images, logos, button icons, software code, videos, podcasts, webinars, and other content (collectively, “Digital Content”), and the user interface design, layout and organization (“Platform Design”) are protected by United States copyright, trademark, and other intellectual property laws.

The Digital Content and Platform Design are the property of Wildridge Partners LLC, its affiliates, or their respective licensors. No permission is granted to copy, distribute, post, frame, create derivative works from, or use any Digital Content or Platform Design for commercial purposes. However, you may, for your own personal noncommercial use only, download and print reasonable portions of materials from our platforms, subject to any other terms that may accompany them.

On any copy you make, you must retain all copyright, trademark, service-mark and other proprietary notices. You may not sell, modify, reproduce, display, publicly perform, distribute, create NFTs or other digital assets from, or otherwise use the Digital Content in any way for any public or commercial purpose without our express written consent.

Use of automated systems, including but not limited to web scraping, data mining, robots, or AI training without explicit written permission is strictly prohibited.

2. Specific Prohibited Uses

Our digital platforms may be used only for lawful purposes by those interested in obtaining information about or using the products and services described therein. Wildridge specifically prohibits any use of our platforms for any of the following:

(1) Security Violations: Violating or attempting to violate the security of our platforms, including: (a) accessing data not intended for your access or logging into servers or accounts which you are not authorized to access; (b) attempting to probe, scan or test vulnerabilities or breach security measures without authorization; (c) attempting to interfere with service to any user, host or network, including via malware, viruses, denial of service attacks, or similar activities; (d) using our platforms to send unsolicited communications; or (e) forging headers or identifiers in electronic communications.

(2) Content Manipulation: Deleting, revising, or tampering with any material posted on our platforms.

(3) System Interference: Using any device, software, or routine to interfere with the proper operation of our platforms or any activity conducted thereon, including but not limited to deployment of malware, ransomware, or cryptocurrency mining software.

(4) Unauthorized Access Tools: Using or attempting to use, without permission, any automated tools, including but not limited to bots, scrapers, crawlers, or AI systems to access, copy, or analyze our platforms or content.

(5) Infrastructure Abuse: Taking any action which imposes an unreasonable or disproportionately large load on our platforms' infrastructure, including distributed denial of service attacks.

(6) Reverse Engineering: Attempting to decipher, decompile, disassemble or reverse engineer any software or AI systems comprising or making up part of our platforms.

(7) Deepfakes and Impersonation: Creating, distributing, or using deepfake technology, AI-generated content, or other synthetic media to impersonate Wildridge, its employees, or clients.

(8) Market Manipulation: Using our platforms in connection with any form of market manipulation, insider trading, or other securities law violations.

3. User Submissions and AI Training

By submitting content to our platforms, you grant Wildridge a royalty-free, perpetual, irrevocable, sublicenseable, non-exclusive right and license to use, reproduce, modify, adapt, publish, translate, create derivative works of, distribute, communicate to the public, perform and display the content worldwide and to incorporate it in other works in any form, media or technology now known or later developed. You acknowledge that submitted content may be used to improve our services and systems.

You warrant that you have all necessary rights to grant the foregoing license and that any rights holders have waived moral rights where applicable. You also permit users of our platforms to access, display, view, store and reproduce such content for personal use.

Creative Submissions: Wildridge does not accept unsolicited creative ideas, suggestions, inventions or materials. Any such submissions become the property of Wildridge without compensation or obligation of confidentiality.

4. Privacy and Data Protection

Our collection, use, and protection of personal information is governed by our Privacy Policy, which is incorporated herein by reference. By using our platforms, you consent to our data practices as described in the Privacy Policy.

We comply with applicable U.S. data protection regulations, including the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA).

5. Cookie Policy and Digital Tracking

We may use cookies, web beacons, pixels, and similar tracking technologies to enhance user experience, analyze platform usage, and provide personalized content. By using our platforms, you consent to our use of these technologies.

You may manage cookie preferences through your browser settings, though disabling certain cookies may limit platform functionality.

6. Copyright Infringement Claims (DMCA)

If you believe that your copyrighted work has been uploaded, posted or copied to our platforms in a way that constitutes copyright infringement, please notify us with the following information:

(1) Physical or electronic signature of the copyright owner or authorized representative; (2) Description of the copyrighted work claimed to have been infringed; (3) Description of the allegedly infringing activity and its location on our platforms; (4) Your contact information (name, address, telephone, email); (5) A good faith belief statement that the use is not authorized; (6) A statement, under penalty of perjury, that the information is accurate and that you are authorized to act on behalf of the copyright owner.

7. Artificial Intelligence and Automated Systems

Our platforms may utilize artificial intelligence and automated systems to enhance user experience and improve our services. By using our platforms, you acknowledge such automated processing may occur.

8. Disclaimers

General Disclaimer: The content and information on our platforms are for informational purposes only. Nothing on our platforms constitutes investment advice, legal advice, accounting advice, tax advice, or other professional advice. You should consult qualified professionals for advice regarding your specific situation.

Third-Party Content: Some content may be provided by third parties. Wildridge has no control over and assumes no responsibility for third-party content, including its accuracy, completeness, or timeliness.

Cybersecurity: While we implement reasonable cybersecurity measures, we cannot guarantee complete security against all cyber threats, including but not limited to ransomware, phishing attacks, or data breaches.

9. NO REPRESENTATIONS OR WARRANTIES

WILDRIDGE DOES NOT REPRESENT OR WARRANT THAT OUR PLATFORMS WILL OPERATE ERROR-FREE, BE FREE OF COMPUTER VIRUSES OR OTHER HARMFUL MECHANISMS, OR BE AVAILABLE AT ALL TIMES. OUR PLATFORMS, DIGITAL CONTENT, DATA, INFORMATION, PRODUCTS, AND SERVICES ARE PROVIDED ON AN “AS IS” BASIS.

TO THE FULLEST EXTENT PERMITTED BY LAW, WILDRIDGE DISCLAIMS ALL WARRANTIES, WHETHER EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY, FITNESS FOR PARTICULAR PURPOSE, NON-INFRINGEMENT, ACCURACY, RELIABILITY, AVAILABILITY, COMPLETENESS, TIMELINESS, AND SECURITY.

10. LIMITATION OF LIABILITY

TO THE FULLEST EXTENT PERMITTED BY LAW, IN NO EVENT SHALL WILDRIDGE, ITS AFFILIATES, DIRECTORS, OFFICERS, EMPLOYEES, AGENTS, OR SUPPLIERS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, PUNITIVE, EXEMPLARY, OR STATUTORY DAMAGES, INCLUDING BUT NOT LIMITED TO LOST PROFITS, LOST DATA, BUSINESS INTERRUPTION, LOSS OF GOODWILL, OR COST OF SUBSTITUTE SERVICES, ARISING FROM OR RELATING TO YOUR USE OF OUR PLATFORMS, WHETHER BASED ON WARRANTY, CONTRACT, TORT, STRICT LIABILITY, OR ANY OTHER LEGAL THEORY.

OUR TOTAL LIABILITY TO YOU FOR ALL CLAIMS ARISING FROM OR RELATING TO OUR PLATFORMS SHALL NOT EXCEED THE GREATER OF (A) THE AMOUNT PAID BY YOU TO WILDRIDGE IN THE TWELVE MONTHS PRECEDING THE CLAIM, OR (B) $1,000.

11. Indemnification

You agree to indemnify, defend, and hold harmless Wildridge, its affiliates, and their respective directors, officers, employees, agents, and representatives from and against all claims, losses, expenses, damages, costs (including reasonable attorneys' fees), and liabilities arising from or relating to: (a) your use of our platforms; (b) your violation of these Terms of Use; (c) your violation of any law or regulation; (d) content you submit or transmit through our platforms; or (e) your violation of any third-party rights.

12. Force Majeure and Business Continuity

Wildridge shall not be liable for any failure or delay in performance due to events beyond our reasonable control, including but not limited to acts of God, natural disasters, war, terrorism, cyberattacks, pandemics, government actions, or failures of third-party service providers.

We maintain business continuity and disaster recovery plans, but cannot guarantee uninterrupted service during extraordinary circumstances.

13. Links to Third-Party Sites and Services

Our platforms may contain links to third-party websites, applications, or services. These links are provided for convenience and do not constitute endorsement. We are not responsible for third-party content, privacy practices, or security measures. Access to linked sites is at your own risk.

14. Modification and Termination

Wildridge reserves the right to modify, suspend, or terminate any part of our platforms or these Terms of Use at any time with appropriate notice. Continued use following modifications constitutes acceptance of the revised terms.

We may terminate or suspend your access immediately, without prior notice, for conduct that we believe violates these Terms of Use or is harmful to other users, us, or third parties.

15. Dispute Resolution and Arbitration

Binding Arbitration: Any dispute, claim, or controversy arising from or relating to these Terms of Use or our platforms shall be resolved through binding arbitration administered by the American Arbitration Association (AAA) under its Commercial Arbitration Rules.

Class Action Waiver: YOU WAIVE THE RIGHT TO PARTICIPATE IN CLASS ACTIONS, CLASS ARBITRATIONS, OR REPRESENTATIVE ACTIONS. Disputes must be brought individually.

Exceptions: Either party may seek injunctive relief in court for intellectual property infringement or to enforce confidentiality obligations.

Governing Law: These Terms are governed by the laws of Delaware, without regard to conflict of law principles.

16. Regulatory and Compliance Matters

Certain Wildridge affiliates may be subject to regulation by various federal and state regulatory authorities, including but not limited to the Securities and Exchange Commission (SEC), Financial Industry Regulatory Authority (FINRA), and state securities regulators.

17. Miscellaneous

Entire Agreement: These Terms, together with our Privacy Policy and any additional terms for specific services, constitute the entire agreement between you and Wildridge regarding our platforms.

Severability: If any provision is deemed invalid or unenforceable, the remaining provisions remain in full force and effect.

Assignment: You may not assign your rights or obligations under these Terms. We may assign our rights and obligations without restriction.

Waiver: No waiver of any provision shall constitute a waiver of any other provision or any subsequent waiver.

Survival: Provisions that by their nature should survive termination shall survive, including intellectual property rights, disclaimers, limitations of liability, and indemnification obligations.

Language: These Terms are drafted in English, and any translations are provided for convenience only. In case of conflict, the English version controls.

Effective Date: August 1, 2025

Privacy Policy

Introduction
Wildridge Partners LLC, together with its subsidiaries (“Wildridge Partners,” “Company,” “we,” “us,” or “our”), is committed to protecting your privacy and maintaining the confidentiality of your personal information.

This Privacy Policy describes how we collect, use, disclose, and protect information when you visit our website, use our services, or otherwise interact with us. By using our services or website, you consent to the practices described in this Policy.

1. Information We May Collect
Information You Provide Directly
- Contact details (name, address, email, phone number)
- Professional, business, and financial information related to transactions
- Transaction details and deal-related information
- Regulatory compliance documentation (KYC/AML requirements)
- Corporate entity and tax identification information
- Employment-related information (applications, resumes)
- Information submitted via forms, inquiries, or event participation

Information We May Collect Automatically
- IP address, browser type, device information, operating system
- Website usage data (pages visited, time spent, clickstream)
- Cookies and tracking technologies (see Section 9)

Information From Third Parties We May Collect
- Credit reporting agencies, background check providers
- Regulatory databases, public records, SEC filings
- Professional networks, business partners, and service providers
- Subsidiaries and affiliates
- Publicly available sources

De-Identified and Anonymized Information
We may collect and use information that has been de-identified or anonymized. Such information is not subject to restrictions under this Privacy Policy.

2. How We Use Your Information
We may use your information for legitimate business purposes, including:
- Providing investment banking and financial advisory services
- Conducting due diligence and preparing transaction documentation
- Managing client relationships and accounts
- Meeting regulatory obligations (SEC, FINRA, AML/KYC)
- Processing employment applications and managing employee relationships
- Detecting, investigating, and preventing fraud or unlawful activity
- Communicating with clients, prospects, and partners
- Sending newsletters, market updates, and event invitations (with your consent)
- Improving our website, services, and operations

3. How We Share Your Information
We may disclose your information:
- To service providers (technology vendors, legal and accounting firms, compliance consultants)
- To affiliates, subsidiaries, or successor entities in corporate transactions
- To regulatory authorities (SEC, FINRA, law enforcement, courts) when required by law
- To protect our rights, property, or safety, or that of our clients and the public
- At your direction or with your consent

We do not sell your personal information to third parties. However, we may transfer your information in connection with a merger, sale, acquisition, financing or sale of our business or assets.

4. Data Security
We employ industry-standard and financial-industry-specific security measures to safeguard your information. Despite these measures, no system can be guaranteed 100% secure.

5. Your Rights and Choices
Depending on your jurisdiction, you may have privacy rights including:
- Access: Right to request access to personal information we hold about you
- Rectification: Right to request correction of inaccurate information
- Deletion: Right to request deletion of personal information (subject to legal/regulatory requirements)
- Portability: Right to receive personal information in a portable format
- Restriction/Objection: Right to restrict or object to certain data processing
- CCPA/CPRA (California): Rights to know, delete, correct, opt-out of sale/sharing, and limit use of sensitive personal information

To exercise your rights, contact us at the information in Section 11. We may need to verify your identity before processing your request.

6. Data Retention
We retain personal information as long as necessary to:
- Fulfill the purposes outlined in this Privacy Policy
- Comply with legal, regulatory, and SEC/FINRA recordkeeping obligations
- Resolve disputes and enforce agreements
- Meet legitimate business needs

When no longer required, we will delete or de-identify information in accordance with applicable law.

7. Children’s Privacy
Our website and services are directed to institutional and corporate users and are not intended for children under 18. We do not knowingly collect personal information from children under 13. If we learn that we have collected such information, we will delete it promptly.

8. Third-Party Websites
Our website may link to third-party websites. This Privacy Policy does not apply to those sites. We are not responsible for their practices, which are governed by their own policies.

9. Cookies and Tracking Technologies
We may use cookies and similar technologies to enhance your experience and analyze usage. These may include:
- Essential cookies (website functionality)
- Analytics cookies (site performance)
- Preference cookies (user settings)

You may adjust your browser settings to refuse cookies, though some site features may not function properly.

10. International Data Transfers
This Policy applies to data processed in the United States and is governed by applicable U.S. federal and state laws.

11. Contact Information
Attn: Compliance Department
1100 Glendon Ave, 17th Floor
Los Angeles, CA 90024
Email: compliance@wildridgepartners.com

12. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in law, regulation, technology, or our practices. Updates will be posted on our website with a “last updated” date.

13. Special Considerations for Investment Services (may not be applicable to you)
- Fiduciary Duties: We maintain the confidentiality of client information consistent with our regulatory obligations.
- Regulatory Examinations: Information may be reviewed by regulators as part of oversight.
- Professional Privilege: Certain communications with legal counsel may be protected by attorney-client privilege.
- Material Non-Public Information: We apply strict controls to safeguard against misuse of confidential market-sensitive information in compliance with securities laws.