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Privacy Policy

Home / Privacy Policy

Last Updated: November 15, 2024

Freeman Lundt, LLC (“Freeman Lundt,” “us,” “we,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your data when you interact with us through our services, websites, and mobile resources. This policy applies to all divisions under the Freeman Lundt marketing name, including Mergers & Acquisitions (M&A), Commercial Capital Advisory, Public and Private Consulting, and Multifamily Syndication. For syndication-specific transactions, FL Syndication, LLC will manage operations and adhere to this Privacy Policy unless otherwise stated.

WHO WE ARE

Freeman Lundt, LLC is a multifaceted Mergers & Acquisitions firm that provides clients with a wide range of financial services to help achieve their goals. Under the Freeman Lundt brand, we operate four primary divisions:

  1. Mergers & Acquisitions (M&A): Strategic consulting and execution for buying and selling businesses.
  2. Commercial Capital Advisory: Assisting clients in identifying and securing optimal financing solutions for their business needs.
  3. Public and Private Consulting: Offering expertise in public-private partnerships, including Requests for Proposals (RFPs), financial oversight, engineering design, project management, construction management, and marketing strategy.
  4. Multifamily Syndication: Partnering with investors to acquire and manage multifamily real estate opportunities.

While Freeman Lundt serves as our overarching brand, FL Syndication, LLC will serve as the dedicated legal entity for syndication-related transactions to ensure compliance and operational efficiency. This Privacy Policy applies to all interactions with Freeman Lundt, LLC and its related divisions.

WHAT INFORMATION WE COLLECT

We collect personal information to provide our services effectively. The types of data we collect include:

  1. Personal Information You Provide

When you interact with us, you may voluntarily provide:

  • Identifiers: Name, email address, phone number, mailing address.
  • Financial Information: Bank account details, tax identification numbers, Social Security numbers (for accredited investor verification and legal compliance).
  • Professional Information: Employer, job title, and professional background.
  • Public and Private Consulting Information: Details related to public-private partnership projects, including project scopes, stakeholder information, RFP-related details, and associated documentation.
  • Other Details: Information related to your investment goals or business objectives.
  1. Automatically Collected Information

When you visit our website or use our online services, we may collect:

  • Device and Browser Information: IP address, operating system, browser type.
  • Activity Data: Pages viewed, time spent on the website, and navigation paths.
  • Tracking Technologies: Cookies and similar tools to improve functionality and user experience.

HOW WE USE YOUR INFORMATION

We use the information we collect for the following purposes:

Providing Services

  • Facilitating M&A transactions, commercial capital placements, public and private consulting projects, and syndication investments.
  • Verifying investor eligibility and compliance with SEC and other regulations.
  • Managing accounts, communications, and legal documentation.

Improving User Experience

  • Enhancing our website functionality and analyzing usage trends.
  • Personalizing content and tailoring our offerings to your needs.

Marketing and Communications

  • Sending updates, newsletters, and promotional materials about our services.
  • Notifying you of events, new opportunities, or service changes (with your consent).

Legal and Compliance

  • Ensuring compliance with state and federal regulations, including the Washington Consumer Privacy Act (WCPA), SEC rules, and tax laws.
  • Protecting against fraud, unauthorized access, and other unlawful activities.

HOW WE SHARE YOUR INFORMATION

We do not sell your personal information. However, we may share it in the following circumstances:

  1. Commercial Capital Advisory
  • Sharing information with financial institutions, lenders, and brokers to secure the best financing options for your needs.
  1. Public and Private Consulting
  • Collaborating with public entities, private partners, and other stakeholders to facilitate public-private partnership projects, including RFP-related activities.
  1. Service Providers and Partners
  • Vendors, advisors, or partners assisting with legal, financial, or operational tasks.
  • Escrow agents, tax preparers, and compliance consultants involved in transactions.
  1. Within Our Organization
  • Sharing between Freeman Lundt divisions to deliver integrated services.
  • Sharing with FL Syndication, LLC for syndication-specific operations and transactions.
  1. Legal Requirements and Compliance
  • Disclosing information to comply with subpoenas, court orders, or legal obligations.
  1. Business Transactions
  • In the event of a merger, acquisition, or sale, your personal information may be transferred as part of the transaction.

YOUR RIGHTS UNDER THE WASHINGTON CONSUMER PRIVACY ACT (WCPA)

If you are a Washington resident, the WCPA grants you specific rights regarding your personal information:

  1. Access: Request details about the personal information we collect and process.
  2. Correction: Request corrections to inaccurate or incomplete data.
  3. Deletion: Request deletion of your personal information, subject to legal or operational exceptions.
  4. Opt-Out: Opt-out of targeted advertising or profiling practices.

Exercising Your Rights

To exercise your rights, please contact us at:
Email: info@freemanlundt.com
We may require verification of your identity before processing your request to ensure your information remains secure.

DATA SECURITY

We implement reasonable administrative, technical, and physical safeguards to protect your personal information. Measures include:

  • Encryption of sensitive data during transmission.
  • Secure servers and restricted access.
  • Regular monitoring for vulnerabilities or breaches.

However, no method of transmission or storage is completely secure, and we cannot guarantee absolute protection of your data.

COOKIES AND TRACKING TECHNOLOGIES

Our website uses cookies and similar technologies to improve your experience. You can manage your cookie preferences through your browser settings. For more information, see our Cookie Policy.

CHILDREN’S PRIVACY

Our services are not intended for individuals under the age of 13. If we learn that we have inadvertently collected data from a minor, we will delete it promptly.

UPDATES TO THIS PRIVACY POLICY

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. Updates will be posted on our website with a revised “Last Updated” date. We encourage you to review this policy regularly.

CONTACT US

For questions, concerns, or to exercise your privacy rights, contact us at:

Freeman Lundt, LLC
Email: info@freemanlundt.com

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