Privacy Policy

This Privacy Notice applies to information and data that O'Connell Capital Partners, a DBA of O'Connell & Company (“O'Connell Capital Partners,” “we,” or “us”) may collect from you on oconnellcapitalpartners.com, in any online client portals we make available, or when you interact with us via email, text (SMS, MMS), telephone, social media, mail, or any other messages between you and us.

This Privacy Notice is part of the Terms of Use that govern your use of our website. By using our website or engaging with us, you consent to the practices described here.

We collect several types of information from and about users of our services:

• Directly from you when you provide it to us;
• Automatically as you navigate through our website; and
• From third parties, such as our business partners and service providers.

Information collected directly

• Contact information — first name, last name, email address, telephone number, company name, and company address. Used to provide information, products, or services you request; to notify you of changes; and for marketing activities.
• Correspondence — messages you send us, including through forms or chat. Used to reply to you and provide support.
• Billing or business financial information — used to carry out our obligations under any agreement between you and us, including billing and collection.
• Details about your inquiries or transactions — used to respond to sales-related inquiries and to complete transactions.

Information collected automatically

• Website analytics — traffic and navigation data, pages visited, IP address, operating system, device type, browser type, and logs. Used to operate and improve the site, deliver relevant content, prevent fraud, and verify system integrity.

Information collected from third parties

• Advertising and referral data such as ad clicks and views. Used to analyze the effectiveness of our prospecting and to improve our placements.

The technologies we use for automatic data collection may include:

• Cookies (browser cookies). Small files placed on your device. You may refuse cookies via your browser settings, though some parts of the site may become inaccessible or not function properly.
• Web beacons. Small electronic files on pages or in emails that allow us to count visitors, measure email opens, and record related statistics.
• Anti-spam technology. Our forms may be protected by services such as Google reCAPTCHA to prevent malicious submissions.

We use information that we collect about you or that you provide to us, including any personal information:

• To present our website and its contents to you.
• To provide you with information, products, or services that you request from us.
• To carry out our obligations and enforce our rights arising from any contracts entered into between you and us, including for billing and collection.
• To notify you about changes to our website, products, or services.
• To conduct research about your opinion of current or potential new services.
• To understand which of our services are most useful to you so we can deliver relevant content and communications.

O'Connell Capital Partners does not sell, rent, or lease personal information. We may, however, disclose or share personal information with:

• Subsidiaries and affiliates to fulfill a business purpose.
• Service providers and contractors (such as hosting, analytics, email, and customer support vendors) to fulfill a business purpose.
• Institutional funding partners when facilitating a capital facility you have requested.
• Buyers or other successors in the event of a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of our assets.
• Government or regulatory bodies to comply with any court order, law, regulation, or legal process.

Where legally required, we collect prior consent before contacting you at the email address or phone number you provide. This activity may include calls and texts made using an automatic telephone dialing system or pre-recorded or artificial voice recordings. Message and data rates may apply. Consent is not required as a condition to obtain any products or services from us.

Depending on applicable law, you may have the ability to exercise one or more of the following rights:

• Opt out of marketing communications.
• Know, access, and port your information.
• Correct or rectify your information.
• Delete or erase your information.

To make a privacy rights request, please email us at cashflow@oconnellcapitalpartners.com.

Promotional offers

You can opt out of receiving marketing emails at any time by clicking the “unsubscribe” link at the bottom of any promotional email or by emailing us. This opt-out does not apply to communications about transactions or services you have requested.

Digital analytics

We may use third parties such as Google Analytics to gather deidentified information about our website users. You can opt out of Google Analytics by visiting tools.google.com/dlpage/gaoptout.

Targeted advertising

You can learn more and opt out of targeted advertising practiced by participating companies at optout.aboutads.info or optout.networkadvertising.org.

If you have been given permission to act on another individual’s behalf to submit a privacy rights request, please indicate this in writing at the time of your request.

Our website is not designed for use by individuals under the age of 18. We do not knowingly collect personally identifiable information from children under the age of sixteen (16). If you have concerns relating to the collection of personal data from minors, please contact us at cashflow@oconnellcapitalpartners.com.

The security of your personal information is important to us. Please remember, however, that no method of transmission over the Internet, or method of electronic storage, is 100% secure. While we strive to use commercially acceptable means to protect your personal information from unauthorized access, use, or disclosure, we cannot guarantee its absolute security.

If you are provided with login credentials to any portal we make available, you are responsible for maintaining their confidentiality and for all activities associated with your account. Please notify us immediately of any unauthorized use of your credentials.

We will occasionally update this Privacy Notice. If we make material changes, we will post the revised Notice on this page with an updated effective date. We encourage you to review this Privacy Notice periodically to stay informed about how we are collecting and protecting your information.

We welcome your questions or comments regarding this Privacy Notice. Please contact us at: