Welcome to the Lovell Minnick Partners (referred to as “Lm Partners,” “we,” “us,” or “our”) website. At LM Partners, your privacy is paramount. This Privacy Policy is designed to inform you about our practices regarding online data collection and usage, reinforcing our commitment to protecting your personal information.
This policy may be updated periodically to reflect changes in our data handling practices, technological advancements, or legal requirements. Should we make significant changes, particularly concerning the collection or use of your personal data in a manner different from what is stated here, we will prominently announce these changes on our website’s homepage. We assure you that your personal information will always be managed in accordance with the Privacy Policy in effect at the time of collection.
LM Partners respects the privacy of all visitors to our website. This document details when and how we collect information from our website users. We encourage you to read this Privacy Policy carefully. For the purposes of European Union data protection laws, LM Partners acts as the data controller for any personal information collected by us.
Our processing of your personal information is based on several legal grounds under applicable data protection legislation. These include our legitimate interests, contractual obligations, and compliance with legal mandates. The information we collect is used to manage our business operations, deliver services and products, and perform essential business functions. Importantly, we do not collect any special categories of personal data, nor do we gather information related to criminal convictions or offenses.
In situations where providing personal information is legally required or necessary for a contract with you, we will inform you at the point of collection and explain the potential consequences of not providing such data. For example, identity verification for anti-money laundering regulations may require passport details, without which we may be unable to provide services. In such cases, we may need to cancel services or investments, and we will notify you if this becomes necessary.
Further details regarding the legal bases for processing your personal information are available in the “Why We Use Your Personal Information” section below.
This Privacy Policy is for your information, and no action is required from your side. However, you have specific rights as described in the “Your Rights” section.
Aggregate Data
We routinely collect general usage data, such as visitor numbers and frequency, including websites accessed before and after visiting ours. This data is used in an aggregated and anonymized form to understand website traffic and trends. We ensure that no third parties receive information that could personally identify you.
How LM Partners Collects Your Personal Information
LM Partners collects personal information when you voluntarily submit it through our website. For instance, if you subscribe to our newsletter or make a request through our website, we record and utilize the information provided. Personal data may be collected through “Contact Us” sections, contact forms, email, postal mail, or telephone communications. The personal information we collect may include your name, employer details, address, title, job position, phone number, and email address. For information processed through our Investment Caf portal (accessible via “Client Login”), please refer to the privacy notice on that portal or provided to you upon investment.
We use your personal information for legitimate business purposes, including fulfilling your requests and improving our services. We will not use your personal information for any other purposes without obtaining your explicit consent.
Information Provided by Third Parties or Publicly Available Sources
In evaluating potential investments or acquisitions, LM Partners processes information about companies sourced from third parties, typically the companies themselves. We may also receive information from recruiters or our portfolio companies concerning employment or resourcing opportunities.
Why We Use Your Personal Information
When you provide personal information via our website or through related communications (telephone, email, or post), we may use this information for the following purposes. Depending on the specific purpose, we may process your data under one or more legal bases:
| Purpose | Legal Basis |
|---|---|
| To provide requested services or financial products. | Contractual Necessity |
| To maintain records of our relationship. | Legitimate Interest & Contractual Necessity |
| To verify your identity. | Legal Requirement & Legitimate Interest |
| To conduct due diligence for corporate transactions or investments. | Legitimate Interest |
| Fraud and abuse prevention. | Legal Requirement & Legitimate Interest |
| Litigation management, internal audits, and investigations. | Legal Requirement & Legitimate Interest |
| To manage and protect our business and website. | Legitimate Interest |
| To send marketing communications. | Consent & Legitimate Interest |
| To address your contact requests via email, post, or telephone. | Legitimate Interest |
We do not employ automated decision-making processes, including profiling, when processing your personal information.
Marketing
Marketing communications from LM Partners, such as newsletters, are sent only when we have your prior consent or when based on our legitimate business interests, particularly if we have an existing relationship and wish to inform you about similar services. You can choose to opt-in to specific marketing types and modify your preferences at any time, including unsubscribing, by emailing [email protected]. You can also use the “opt-out” or “unsubscribe” link in our marketing emails.
Disclosures and Transfers of Personal Information
LM Partners may utilize internet service providers to operate our website and engage other service providers for business operations. Your personal information may be shared with our affiliates and essential service providers, such as professional advisors, consultants, and data hosting providers, to fulfill the purposes outlined in this Privacy Policy. In some cases, this may include placement agents and fund administrators. These third parties may access your personal information but are restricted to using it solely for their assigned duties and are prohibited from using it for any other purposes.
We ensure that all service providers meet our data security standards through contractual agreements. If personal information is transferred outside the European Economic Area (EEA), such transfers are conducted in compliance with data privacy laws. For details on transfer safeguards, please contact [email protected].
We will not disclose your personal information to other parties unless legally required, such as to governmental bodies, regulators, or for national security or public interest reasons, or in connection with legal proceedings like lawsuits, subpoenas, investigations, or examinations. We reserve the right to disclose information in such circumstances. In the event of a takeover, divestment, or acquisition, we may disclose your information to the new business owner and their advisors.
Protection of Personal Information
LM Partners is dedicated to protecting your personal information through robust technical and procedural security measures. These include firewalls and other methods designed to protect our databases from unauthorized access and misuse. However, please be aware that no security system is impenetrable. Access to your personal data is limited to employees, agents, contractors, and third parties who require it for business purposes, all of whom are bound by confidentiality obligations and instructed to process data only according to our directives.
We have established procedures for managing potential data breaches, including notifications to you and relevant regulatory bodies as legally required.
Personal information is retained only as long as necessary for the purposes defined in this Privacy Policy, unless a longer retention period is legally mandated. We do not retain more information than needed. For specific retention period queries, please contact [email protected].
Capacity
This website is intended for use by individuals aged 13 years and older. LM Partners does not knowingly solicit or collect personal information from individuals under 13 without parental consent. If we become aware of collecting data from someone under 13, we will take immediate steps to delete that information.
Your Rights
You have rights to access and control your personal data processed by LM Partners. To exercise these rights, please contact us at [email protected].
| Your Right | Details
