Privacy Policy
Effective Date: October 8th, 2025
Cowley Group, LLC (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal and business information you share with us. This Privacy Policy describes how we collect, use, and disclose information when you visit our website, www.thecowleygroup.com (the “Site”), communicate with us, or use our online services, including our client portal (collectively, the “Services”).
1. Information We Collect
a. Information You Provide Directly
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We may collect personal and business information you voluntarily provide to us, including:
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Name, company, title, email address, phone number, and postal address;
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Information submitted through contact forms, newsletter sign-ups, event registrations, or surveys;
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Any communications or documents you choose to send to us in connection with potential transactions, advisory inquiries, or engagement discussions.
b. Information Collected Automatically
When you visit the Site, we automatically collect certain technical data, including:
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IP address, browser type, operating system, referring URL, and general location data;
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Pages visited, time spent, and navigation paths;
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Cookies and similar technologies (such as web beacons and pixels) used for analytics and site performance.
We use Google Analytics and similar tools to understand how visitors interact with our Site. These analytics tools collect information anonymously and generate reports to help us improve content and usability. You can learn more about how Google collects and processes data at www.google.com/policies/privacy/partners/.
c. Cookies
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We may use cookies and similar technologies on our website to operate effectively, enhance your
browsing experience, and analyze how our content is used. Cookies are small text files placed
on your device. Some cookies are “essential” to make our Site work; others are optional and
used for analytics or performance purposes. You can manage or delete cookies through your browser settings, but some portions of our Site may not function properly if cookies are disabled.
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2. How We Use Your Information
We use the information we collect to:
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Respond to your inquiries and provide requested information about our advisory services;
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Evaluate potential client relationships, transactions, or partnerships;
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Manage your account and access to our client portal;
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Send newsletters, thought leadership content, event invitations, and other communications consistent with your preferences;
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Analyze Site usage, performance, and security;
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Comply with applicable legal, regulatory, and professional obligations.
We do not sell, rent, or share your personal data for advertising or marketing purposes.
3. Legal Basis for Processing (If Applicable)
Where required by law, we process personal data on one or more of the following bases:
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Your consent (e.g., for marketing communications);
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Performance of a contract (e.g., client portal access or advisory engagement);
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Compliance with legal obligations;
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Our legitimate interest in operating, marketing, and improving our Services.
4. Disclosure of Information
We may share personal information with:
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Our professional advisors, contractors, and IT service providers who support our operations under confidentiality obligations;
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Cloud hosting and portal providers that securely store data on our behalf;
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Law enforcement or regulators when required by law;
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Counterparties, investors, or advisors involved in a transaction, where disclosure is necessary for due diligence and with appropriate confidentiality protections;
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In connection with a merger, reorganization, or sale of our business.
5. Marketing Communications
If you subscribe to our newsletter or other updates, we may send you information about our services, events, and industry insights.
You may opt out at any time by clicking the “unsubscribe” link in our emails or by contacting us directly at info@thecowleygroup.com
We will continue to send transactional or legally required communications even if you opt out of marketing messages.
6. Data Security
We employ administrative, technical, and physical measures designed to protect personal and confidential data from loss, misuse, or unauthorized access, disclosure, or alteration.
While we strive to use commercially reasonable safeguards, no system is completely secure, and we cannot guarantee absolute security.
7. Retention of Information
We retain information only as long as necessary to fulfill the purposes described above, comply with legal obligations, maintain business records, or resolve disputes.
8. Your Rights and Choices
Depending on applicable law, you may have the right to:
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Access, correct, or delete your personal data;
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Restrict or object to certain types of processing;
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Withdraw consent for communications or marketing;
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Request a copy of your data in a portable format.
To exercise these rights, please contact us at info@thecowleygroup.com
We will respond in accordance with applicable law.
9. Data Processing and Jurisdiction
The Company operates from the United States. By using our Site or Services, you acknowledge that your information will be processed in the United States, where privacy laws may differ from those in your jurisdiction.
As a Delaware limited liability company qualified to do business in Arizona, we comply with applicable Delaware, Arizona, and federal privacy and data-security laws, including the Arizona Data Breach Notification Statute (A.R.S. § 18-551 et seq.).
10. Third-Party Links
Our Site may link to external websites (e.g., LinkedIn, third-party analytics tools, or data rooms). We are not responsible for the content, privacy, or security of those third-party sites.
We encourage you to review their privacy policies before submitting any information.
11. Children’s Privacy
Our Site and Services are intended for business professionals and are not directed to children under 18.
We do not knowingly collect personal information from minors.
12. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect legal or operational changes. The “Effective Date” at the top will indicate the most recent revision.
Your continued use of the Site constitutes acceptance of any updated terms.
13. Contact Us
If you have any questions or concerns about this Privacy Policy or our data practices, please contact:
Cowley Group, LLC
7014 East Camelback Road, Suite B100A
Scottsdale, AZ 85251
Email: info@thecowleygroup.com
Phone: 602-641-6307
Attention: Privacy Officer