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Dual Track Advisors, LLC - - Mergers Advisory Privacy Policy

A legal disclaimer

​ Dual Track Advisors, LLC, DTA Advisory, Dual Track Advisors, LLC ("Dual Track Advisors") collects personal and business information — including names, contact details, financial data, and company information — solely for the purpose of delivering advisory, investment banking, and M&A services. Information is gathered directly from clients and prospects during consultations, assessments, and engagements, and may also be collected through our website or communications. We do not sell or rent your information to third parties. ​ We may share your information with trusted partners involved in delivering our services, including legal counsel, CPAs, investment bankers, and our FINRA-licensed partner Growthink Capital, strictly for the purposes of delivering our advisory services as permitted by law. All engagements involving sensitive business information may be conducted under a Non-Disclosure Agreement upon request. We may also disclose information when required by law, regulatory bodies (including FINRA), or court order. ​ We implement reasonable administrative, technical, and physical safeguards to protect your information, though no method of transmission or storage is completely secure. By engaging with Dual Track Advisors, you consent to the practices described in this policy. This policy may be updated periodically; material changes will be communicated to active clients. For questions, contact us directly at your designated advisor. ​ Updated May, 2026

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