Privacy Policy.

This Privacy Policy describes how Forge Capital Advisors ("Forge Capital," "we," "us," or "our") collects, uses, and protects personal information when you visit this website or contact us through it. By using this website, you agree to the collection and use of information as described in this policy.

Information We Collect

Information you provide to us. When you submit our confidential inquiry form, we collect the information you choose to share: your name, company or business name, email address, phone number, the type of transaction you are considering, and the contents of your message. Providing this information is voluntary, and we collect it only when you choose to contact us.

Information collected automatically. Like most websites, our hosting infrastructure automatically records limited technical information when you visit, such as your IP address, browser type, device type, the pages you view, and the date and time of your visit. This information is used for security, performance, and operating the website — not to build profiles of individual visitors.

Cookies and tracking. This website does not use advertising cookies, analytics trackers, or social media pixels. We do not sell personal information, and we do not use your information for targeted advertising.

How We Use Your Information

• To respond to your inquiry — inquiry form submissions are delivered to our senior partners so we can respond to you personally.
• To evaluate and provide advisory services — information you share about your business helps us prepare for and conduct confidential discussions with you.
• To operate and secure this website — technical log information helps us maintain performance and protect against misuse.
• To meet legal obligations — where applicable law requires us to retain or disclose information.

Legal bases for processing. Where the GDPR or similar laws apply, we process personal information on the following legal bases: to take steps at your request prior to entering into an engagement and to perform our services (performance of a contract); to operate, secure, and improve this website and to respond to inquiries (our legitimate interests, balanced against your rights); to comply with legal and regulatory obligations (legal obligation); and, where we ask for it, your consent — which you may withdraw at any time.

How Your Information Is Shared

We treat every inquiry as confidential. We do not sell, rent, or trade personal information. Your information is shared only with:

• Service providers that help us operate this website. Our website is hosted by Netlify, Inc., which processes form submissions and server logs on our behalf. Web fonts are served by Google Fonts, which receives your IP address when fonts load. These providers process data under their own privacy policies: Netlify Privacy Policy and Google Privacy Policy.
• Professional advisors and authorities where required by law, regulation, legal process, or to protect our rights and the safety of others.
• A successor organization in the event Forge Capital Advisors is involved in a merger, acquisition, or sale of its own business, subject to the same confidentiality commitments.

Data Retention

We retain inquiry information for as long as needed to respond to you and, where a professional relationship develops, for the duration of that relationship and any period required by law or professional-records obligations. Technical logs are retained for limited periods consistent with our hosting provider's practices. You may request deletion of your information at any time as described below.

Your Rights and Choices

Depending on where you live — including under Canada's PIPEDA, the EU/UK GDPR, and U.S. state privacy laws such as the CCPA/CPRA — you may have the right to:

• Request access to the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal information
• Object to or restrict certain processing of your information
• Receive a copy of your information in a portable, machine-readable format (data portability)
• Withdraw consent where processing is based on consent
• Not be discriminated against for exercising any of these rights

We do not use automated decision-making or profiling that produces legal or similarly significant effects about you.

To exercise any of these rights, contact us using the details below. We may need to verify your identity before fulfilling a request, and we will respond within the timeframes required by applicable law. You may exercise these rights free of charge. Because we do not sell personal information or use it for cross-context behavioral advertising, no opt-out for those activities is necessary.

Data Security

We take reasonable administrative and technical measures to protect personal information, including serving this website over encrypted HTTPS connections and limiting access to inquiry submissions to senior personnel. No method of transmission or storage is completely secure, but we treat the protection of your information with the same discretion we bring to every engagement.

International Transfers

We serve clients across North America, and our service providers may process information on servers located in the United States or other jurisdictions. Where information is transferred across borders, we take reasonable steps to ensure it receives appropriate protection.

Links to Other Websites

This website contains links to third-party websites, including the privacy policies of our service providers. We have no control over, and assume no responsibility for, the content or privacy practices of any third-party site. We encourage you to review the privacy policy of every site you visit.

Children's Privacy

This website is intended for business audiences and is not directed to anyone under the age of 18. We do not knowingly collect personal information from minors.

Changes to This Policy

We may update this Privacy Policy from time to time. The "Last updated" date at the top of this page reflects the most recent revision, and material changes will be posted on this page.

Complaints and Supervisory Authorities

If you have concerns about our privacy practices, we encourage you to contact us first so we can address them directly. You also have the right to lodge a complaint with the data protection authority in your jurisdiction, including the Office of the Privacy Commissioner of Canada (OPC), the UK Information Commissioner's Office (ICO), your local EU/EEA data protection authority, or — for California residents — the California Privacy Protection Agency (CPPA) or the California Attorney General.