Privacy Policy

At Mergers and Acquisitions Advisory we recognise the importance of protecting and maintaining your personal information. We appreciate that you may have concerns about your privacy and about the security, accuracy and confidentiality of personal information.

Mergers and Acquisitions Advisory is committed to providing you with the highest quality professional service whilst also protecting your privacy.

Mergers and Acquisitions Advisory abides by the Australian Privacy Principles established under the Privacy Amendment (Enhancing Privacy Protection) Act 2012 and the Privacy Act 1988 (Cth) (Privacy Act).

This Privacy Policy sets out how Mergers and Acquisitions Advisory collects, processes and handles personal information.

This policy may be modified from time to time to reflect our current privacy practices. Last Updated August 2024.

Mergers and Acquisitions Advisory recognises that the General Data Protection Regulations (GDPR) may apply to residents of the European Union.

You should contact the Privacy Officer if you wish to exercise your rights under the GDPR.

In this Privacy Policy, ‘Mergers and Acquisitions Advisory’, ‘we’, ‘us’ and ‘our’ refers to any entity owned or controlled by a Mergers and Acquisitions Advisory Firm.

If you have questions or comments about our administration of your personal information or compliance with our policies, please contact us.

Personal information we collect

Mergers and Acquisitions Advisory collects personal information about our clients, individuals associated with our clients and our business contacts, primarily to provide professional services and to effectively management our business relationships.

The types of personal information we collect depends on the service we are required to provide and can include:

Names, job titles, contact and address details
Information in identification documents (for example, passport, driver’s license)
Tax file numbers and other government-issued identification numbers
Date of birth and gender
Bank account details, shareholdings and details of investments
Educational qualifications, employment history and salary

How we collect personal information

Generally we collect your personal information from you directly (for example, when we deal with you in person or over the phone, when you send us correspondence (including via email), when you complete a questionnaire, form or survey, or when you subscribe to our publications).

We may also collect personal information about you from your use of our websites and information you provide to us through contact mailboxes or through the registration process on our websites.

Sometimes it may be necessary for us to collect your personal information from a third party.

For example, we may collect your personal information from your employer where they are our client, from your personal representative, another Mergers and Acquisitions Advisory member firm or a publicly available record.

If you provide us with someone else’s personal information, you should only do so if you have their authority or consent to provide us with their personal information. You should also take reasonable steps to inform them of the matters set out in this Privacy Policy or any Privacy Collection Statement we give you.

If you or other third parties provide us with personal data, whether in the form of an email, business card or verbally during a meeting, contact details list or otherwise, we have accepted this information on condition that the provider has all rights required to transfer this personal data to us and that you have granted us permission to collect, store and use such information with no limitations.

Security of personal information

Mergers and Acquisitions Advisory holds personal information in hard copy and electronic formats. We take security measures to protect the personal information we hold including physical (for example, security passes to enter our offices and storage of files in lockable cabinets) and technology (for example, restriction of access, firewalls, the use of encryption, passwords and digital certificates) security measures.

Why we collect personal information and how we use it

Mergers and Acquisitions Advisory collects, holds and uses personal information for a number of purposes including:

To provide professional services
To respond to requests or queries
To maintain contact with our clients and other contacts, or keep them informed of our services and industry developments
For administrative purposes
When engaging service providers, other Mergers and Acquisitions Advisory member firms, contractors or suppliers relating to the operation of our business
To meet any regulatory obligations
As part of an acquisition, disposition, merger or de-merger of a business or entering into an alliance, or joint venture.
For any other business related purposes.

Disclosure of personal information

The types of third parties to whom we may disclose your personal information include:

Experts or other third parties contracted as part of an engagement
Our service providers
Our professional advisers
As part of an engagement, if you are a customer, an employee, a contractor or supplier of services to one of our clients
Government or regulatory bodies or agencies, as part of an engagement or otherwise, (for example, the Australian Taxation Office).
We do not disclose personal information to third parties for the purpose of allowing them to send marketing material to you, unless it is with your express and fully informed consent.

Direct marketing

Mergers and Acquisitions Advisory may also use your personal information for the purpose of marketing its services.

Contact us if you no longer want to receive marketing material from us.

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