This Privacy Notice for Meritage Partners, Inc (“we,” “us,” or “our”) describes how and why we access, collect, store, use, and/or share (“process”) your personal information when you use our services (“Services”), including when you:

• Visit our website at https://meritage.partners.com, or any website of ours that links to this Privacy Notice.
• Use Meritage Partners Events & Advisory Services. Meritage Partners is a strategic advisory firm specializing in helping business owners scale, exit, or grow through curated live events, CEO roundtables, and consulting services. We offer registration-based event access, follow-up communications, and strategic resources tailored to founders and executives preparing for M&A, succession, or expansion. Users may receive email and SMS notifications after opting in for updates or consultations.
• Engage with us in other related ways, including any sales, marketing, or events.

Questions or concerns? Reading this Privacy Notice will help you understand your privacy rights and choices. If you do not agree with our policies and practices, do not use the Services. For questions, contact [email protected].

Summary of Key Points

This summary highlights key points. For details, use the table of contents below.

• What personal information do we process? Depending on how you interact with the Services, we may process different categories of personal information. See personal information you disclose to us.
• Do we process sensitive information? In limited cases and as permitted by law, we may process sensitive information with consent. See sensitive information.
• Do we collect information from third parties? Yes, from public databases, marketing partners, social media, and other sources. See information collected from other sources.
• How do we process your information? To provide and improve Services, communicate, secure the Services, and comply with law. See how we process information.
• When and with whom do we share information? In specific situations and with certain third parties. See sharing.
• How do we keep information safe? We use organizational and technical safeguards, but no system is 100% secure. See security.
• Your rights. Rights vary by jurisdiction. See privacy rights.

1. What Information Do We Collect?

Personal information you disclose to us

In Short: We collect personal information that you provide to us.

We collect personal information that you voluntarily provide when you register on the Services, express interest in our offerings, participate in activities on the Services, or otherwise contact us.

Personal Information Provided by You

The information we collect depends on your interactions with the Services and choices you make. It may include:

• Names
• Phone numbers
• Email addresses
• Mailing addresses
• Billing addresses

Sensitive Information

When necessary, with your consent or as otherwise permitted by applicable law, we may process the following categories of sensitive information:

• Financial data
• Credit worthiness data

Payment Data

If you make purchases, we may collect data necessary to process your payment (e.g., payment instrument number and associated security code). All payment data is handled and stored by our payment processors. We do not store full payment instrument numbers. For the current list of payment processors and their privacy notices, contact us using the details in Section 12.

All personal information you provide must be true, complete, and accurate. Please notify us of any changes to such information.

Google API

Our use of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.

Information collected from other sources

In Short: We may collect limited data from public databases, marketing partners, and other sources.

To enhance our ability to provide relevant marketing, offers, and services and to update our records, we may obtain information about you from public databases, joint marketing partners, affiliate programs, data providers, and other third parties. This may include mailing addresses, job titles, email addresses, phone numbers, intent or behavior data, IP addresses, social media profiles/URLs, and custom profiles for targeted advertising and event promotion.

2. How Do We Process Your Information?

In Short: We process information to provide and improve Services, communicate, secure the Services, and comply with law.

Examples include:

• Account creation, authentication, and management. We process information so you can create and log in to your account and keep it in working order.
• Compliance with legal obligations. We process information to comply with laws, respond to legal requests, and establish, exercise, or defend legal rights.

3. When and With Whom Do We Share Your Personal Information?

In Short: We share information in specific situations and with specific third parties.

• Business transfers. We may share or transfer information in connection with any merger, sale of company assets, financing, or acquisition of all or a portion of our business.
• Affiliates. We may share information with affiliates that must honor this Privacy Notice, including our parent company, subsidiaries, joint venture partners, or other companies under common control with us.

4. Do We Use Cookies and Other Tracking Technologies?

In Short: We may use cookies and similar technologies to collect and store information.

We may use cookies, web beacons, pixels, and similar technologies when you interact with the Services to help secure the Services and your account, prevent crashes, fix bugs, save preferences, and support basic site functions.

We also permit certain third parties and service providers to use online tracking technologies for analytics and advertising, including to manage and display ads, tailor ads to your interests, or send reminders (depending on your communication preferences). These technologies may display ads on our Services or on other websites.

To the extent these technologies are deemed a “sale” or “sharing” (including targeted advertising) under applicable U.S. state laws, you can opt out by using the methods described in Section 10.

For more information on cookies and how to control them, see our Cookie Notice.

5. How Long Do We Keep Your Information?

In Short: We retain information as long as necessary for stated purposes unless law requires longer.

We keep personal information only as long as necessary for the purposes set out in this Privacy Notice, unless a longer retention period is required or permitted by law (e.g., tax or accounting). No purpose requires retention longer than the period in which users maintain an account with us.

When we have no ongoing legitimate business need to process personal information, we delete or anonymize it. If deletion is not possible (e.g., in backups), we securely store the information and isolate it from further processing until deletion is possible.

6. How Do We Keep Your Information Safe?

In Short: We use organizational and technical safeguards, but no system is perfectly secure.

We implement reasonable technical and organizational measures designed to protect the security of personal information we process. However, transmission over the Internet and electronic storage cannot be guaranteed 100% secure. Transmission of personal information to and from our Services is at your own risk; access the Services within a secure environment.

7. Do We Collect Information from Minors?

In Short: We do not knowingly collect data from or market to children under 18.

We do not knowingly collect, solicit, sell, or market personal information from children under 18. By using the Services, you represent that you are at least 18 or the parent/guardian of a minor using the Services. If we learn we collected personal information from a child under 18, we will deactivate the account and delete the data. If you believe we have such data, contact [email protected].

8. What Are Your Privacy Rights?

In Short: You may review, change, or terminate your account, subject to your jurisdiction’s laws.

Withdrawing consent

If we rely on your consent (express or implied, as applicable) to process personal information, you may withdraw it at any time by contacting us via the details in Section 12. This does not affect processing before withdrawal or processing under other lawful bases.

Opting out of marketing

You can unsubscribe from marketing emails via the unsubscribe link in our emails, reply “STOP” or “UNSUBSCRIBE” to SMS messages, or contact us via the details in Section 12. We may still send service, transactional, or legal notices.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services (e.g., customer service) is permitted. Text messaging originator opt-in data and consent will not be shared with third parties.

Account information

• Review, change, or terminate your account: contact us using the details below.

Upon an account termination request, we will deactivate or delete your account and information from our active databases. We may retain certain information to prevent fraud, troubleshoot problems, assist in investigations, enforce legal terms, and comply with legal requirements.

Cookies and similar technologies

Most browsers accept cookies by default. You can set your browser to remove or reject cookies, which may affect certain features. See our Cookie Notice for details.

If you have questions about your privacy rights, email [email protected].

9. Controls for Do-Not-Track Features

Most web browsers and some mobile OS/apps include a Do-Not-Track (“DNT”) setting to signal a preference not to be tracked online. No uniform standard for recognizing DNT signals has been finalized; we do not currently respond to DNT signals. If a standard is adopted that we must follow, we will describe our practices in a revised notice. California law requires disclosure of our response to DNT; currently, we do not respond to DNT signals.

10. Do United States Residents Have Specific Privacy Rights?

In Short: If you are a resident of CA, CO, CT, DE, FL, IN, IA, KY, MD, MN, MT, NE, NH, NJ, OR, RI, TN, TX, UT, or VA, you may have rights to access, correct, get a copy of, delete, or withdraw consent regarding your personal information, subject to limits under applicable law.

Categories of Personal Information We Collect (last 12 months)

We collect sensitive personal information only as allowed by law or with consent, and we do not use it to infer characteristics. We may also collect other personal information when you interact with us in person, online, or by phone/mail (e.g., customer support; surveys/contests; facilitating Services and responding to inquiries).

Retention: Category A, B, and L — as long as the user has an account with us.

Sources of Personal Information

See Section 1 for sources.

How We Use and Share Personal Information

See Section 2 and Section 3 for details.

Will your information be shared with anyone else?

We may disclose your personal information to service providers under written contracts. We may use personal information for our own business purposes (e.g., internal research and development), which is not considered “selling.” We have not disclosed, sold, or shared personal information for a business or commercial purpose in the preceding twelve (12) months and do not intend to do so.

Your Rights

• Right to know whether we process your personal data
• Right to access your personal data
• Right to correct inaccuracies
• Right to request deletion
• Right to obtain a copy of personal data you provided
• Right to non-discrimination for exercising your rights
• Right to opt out of: targeted advertising (or “sharing” under California law), sale of personal data, and profiling producing legal or similarly significant effects

Additional rights by state (examples):

• Access categories being processed (e.g., Minnesota)
• Obtain categories of third parties to whom we disclosed personal data (e.g., CA/DE/MD)
• Obtain specific third parties to whom we disclosed personal data (e.g., MN/OR)
• Review, understand, question, and correct profiling (e.g., MN)
• Limit use/disclosure of sensitive personal data (e.g., CA)
• Opt out of collection of sensitive data and of data via voice/facial recognition (e.g., FL)

How to Exercise Your Rights

Contact us by emailing [email protected], calling 949-522-9121, mailing the address in Section 12, or using any other method we make available from time to time.

Authorized Agents

Where permitted, you may designate an authorized agent to submit a request on your behalf. We may deny requests from agents who do not provide proof of authorization consistent with applicable laws.

Request Verification

We must verify your identity before acting on a request. We will use information provided in your request solely to verify identity/authority and for security or fraud-prevention. If we cannot verify with existing information, we may request additional information. Agents may be required to submit signed permission.

Appeals

If we decline to act on your request, you may appeal by emailing [email protected]. We will provide a written explanation of our decision. If your appeal is denied, you may contact your state attorney general.

California “Shine The Light” Law

California Civil Code §1798.83 permits California residents to request, once per year and free of charge, information about categories of personal information (if any) disclosed to third parties for their direct marketing purposes and the names/addresses of those third parties. Submit requests using the details in Section 12.

11. Do We Make Updates to This Notice?

In Short: Yes. We update this notice as necessary to stay compliant with relevant laws.

We may update this Privacy Notice from time to time. The updated version will be indicated by the “Last updated” date at the top. If we make material changes, we may notify you by prominently posting a notice or by contacting you directly. Please review this Privacy Notice periodically.

12. How Can You Contact Us About This Notice?

Email: [email protected]

Meritage Partners, Inc 2901 West Coast Hwy Suite 200 Newport Beach, CA 92663 United States

13. How Can You Review, Update, or Delete the Data We Collect From You?

Depending on your location, you may have the right to request access to personal information we collected from you, details about how it has been processed, correction of inaccuracies, deletion, or withdrawal of consent, subject to legal limits. To submit a request, use the methods in Section 10 or Section 12.