Privacy Policy

Information We Collect

Personal Information

We collect information you voluntarily provide to us, including your name, email address, company name, and other relevant details when you:

Inquire about our services or request information
Subscribe to updates, newsletters, or marketing communications
Join our investor network or participate in our advisory programs

Usage Data

We automatically collect certain technical data about your interaction with our website, such as:

IP address, browser type, device identifiers, and usage patterns
Cookies and similar tracking technologies (see our Cookie Policy for more information)

Third-Party Data

We may supplement the information you provide with data from trusted third-party sources, such as:

Public databases and strategic partners for enhanced matching and outreach
Background check providers, for due diligence and compliance as necessary

How We Use Your Information

We use your information for the following purposes:

Service Delivery: To provide you with capital advisory, investor relations, and strategic funding solutions
Client Onboarding & Compliance: To perform due diligence and satisfy legal or regulatory requirements
Marketing & Communication: To share updates, market insights, and exclusive opportunities (with your consent, which you can withdraw at any time)
Service Improvement: To analyze usage data and continuously enhance our offerings and client experience
Legal & Security Needs: To comply with legal obligations, resolve disputes, and prevent fraud or misuse

How We Share Your Information

We maintain a strict confidentiality standard and do not disclose sensitive or proprietary information unless:

With Your Consent: When you explicitly authorize information sharing
With Trusted Vendors: Such as cloud services, analytics providers, and compliance partners, under binding confidentiality agreements
As Required by Law: To respond to lawful requests or enforce our legal rights

Data Security

We implement industry-standard security measures—such as encryption, secure server access, and regular audits—to protect your data. While we strive for maximum security, no internet transmission is 100% secure, and we cannot guarantee absolute protection.

International Data Transfers

Your personal information may be processed or stored in jurisdictions including the United States, Canada, and others where our vendors or affiliates operate. We take appropriate steps to ensure such transfers comply with applicable data protection laws.

Data Retention

We retain personal data only as long as necessary for the purposes outlined in this policy or to meet legal and regulatory requirements. Retention periods vary based on context and applicable regulations.

Your Privacy Rights

Depending on your jurisdiction, you may have rights to:

Access & Rectify: Request a copy of your data or correction of errors
Data Portability: Obtain your data in a standardized format
Withdraw Consent: Revoke consent for optional data uses
Erasure: Request deletion of data (subject to legal exceptions)
Object or Restrict Processing: In certain circumstances, request limitations on how your data is used

To exercise these rights or make inquiries, email us at info@orrisonandco.com. We will respond in accordance with applicable legal timelines.

Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your browsing experience. You may manage your cookie settings in your browser. See our Cookie Policy for further details.

Updates to This Policy

We may revise this Privacy Policy from time to time. Updates will be posted to this page along with a revised effective date. We encourage you to review it periodically.

Contact Us

For questions or concerns regarding this Privacy Policy or your data rights, contact us at:

Email: info@orrisonandco.com

Mailing Addresses:

Orrison & Co, Inc., 1420 5th Ave #2200, Seattle, WA 98101, United States
Orrison & Co, Inc., 15255 S 94th Ave, 5th Floor, Orland Park, IL 60462, United States

Case Study Access

Client case studies demonstrating successful outcomes are available upon request, subject to board-level or investment committee approval and confidentiality protections.