Privacy Policy | Trustmark Mergers & Acquisitions

This Privacy Policy describes how Trustmark Mergers & Acquisitions ("Trustmark," "we," "us") collects, uses, and protects information you provide through trustmarkmergers.com (the "Site"). By using the Site or contacting us, you agree to this Policy.

1. Who we are

Trustmark Mergers & Acquisitions is a confidential business brokerage and commercial real estate advisory firm based in Charlotte, North Carolina. The data controller is Mark Herrmann (markh@trustmarkmergers.com, 704-907-9503).

2. Information we collect

We collect information in three ways:

Information you submit voluntarily. When you fill out a contact form, request a valuation, subscribe to the newsletter, or send us an email, you may share your name, email, phone number, business name, industry, location, financial information about your business, and any other detail you choose to include.
Information collected automatically. Like most websites, our hosting provider (Cloudflare Pages) logs basic technical information when your browser requests a page: IP address, user-agent string, referring page, and timestamp. These logs are retained by Cloudflare for security and abuse-prevention purposes per their privacy policy.
Cookies. The marketing site itself does not set tracking cookies. Embedded forms (Zoho) and third-party scripts may set their own cookies subject to their respective privacy policies.

3. How we use your information

To respond to inquiries about selling, buying, or valuing a business.
To deliver requested resources (broker opinion of value, downloadable guides, newsletter).
To screen prospective buyers under our 12-step qualification process.
To comply with applicable laws and protect our legitimate business interests.

We do not sell your personal information. We do not share it with third parties for their marketing purposes.

4. Confidentiality of business information

Information you share about a business you may sell or acquire is held in strict confidence. The names, financial details, and operational information of sellers represented by Trustmark are not disclosed to prospective buyers until that buyer has signed a mutual non-disclosure agreement and passed our 12-step buyer screen. This confidentiality protocol applies to every engagement.

5. Service providers

We use a small set of trusted service providers to operate the site and our advisory practice:

Cloudflare Pages — static website hosting and CDN.
Zoho — CRM, contact and newsletter form processing, scheduling, email delivery.
Google Fonts — web typography (loaded directly from Google's CDN).

Each of these providers has its own privacy policy. We share with them only what is necessary to provide the Site or respond to your inquiry.

6. Data retention

Inquiry and engagement records are retained for the duration of any active client relationship and afterward as required by federal and state recordkeeping rules applicable to business brokers. Newsletter subscribers may unsubscribe at any time using the link in any newsletter email.

7. Your rights

Depending on your jurisdiction, you may have the right to access, correct, delete, or restrict use of your personal information. To exercise any of these rights, email us at markh@trustmarkmergers.com. We will respond within thirty (30) days.

Residents of California, Virginia, Colorado, Connecticut, and Utah have additional rights under their respective state privacy laws. We honor those rights upon verified request.

8. Security

We take reasonable technical and organizational measures to protect information you submit. This includes HTTPS encryption in transit, restricted access to client records, and limiting third-party processors to those with credible security practices. No method of transmission or storage is 100% secure.

9. Children's information

The Site is intended for an adult, professional audience. We do not knowingly collect information from anyone under thirteen (13).

10. Changes to this policy

We may update this Policy from time to time. The "Last updated" date at the top of this page reflects the most recent revision. Material changes will be posted prominently on the Site for at least thirty (30) days.

11. Contact

Questions about this Policy or how your information is handled can be directed to:

Mark Herrmann, Founder
Trustmark Mergers & Acquisitions
markh@trustmarkmergers.com
704-907-9503