Lavia Partners

Explore Lavia Partners’ Commitment to Privacy and Trust

Learn about the information collected by Lavia Partners, its usage, disclosure practices, and the measures in place to protect user privacy and security.

Understand how we safeguard your data while supporting your engagement with our services and events.

Privacy Policy (GDPR-Compliant)
Effective Date: May 15, 2024
Last Updated: July 23, 2025

Lavia Partners / Avidity Mergers (“we,” “our,” “us”) respects your privacy and is committed to protecting your personal data. This Privacy Policy explains how we collect, use, disclose, and safeguard your information in accordance with the General Data Protection Regulation (EU) 2016/679 (“GDPR”).

1. Data Controller

The data controller is:

Lavia Partners
PO Box 3122 Raleigh, NC 27622
privacy@laviapartners.com
919.322.9651
LAVIAPARTNERS.COM

2. Personal Data We Collect

We collect and process the following categories of personal data:

  • Identity Data: Name, company, title/role
  • Contact Data: Email address, phone number, mailing address
  • Business Data: Information about your business that you voluntarily provide
  • Technical Data: IP address, browser type, operating system, website usage analytics
  • Communication Data: Emails, form submissions, and correspondence

We do not collect special category data (e.g., health, political views) unless explicitly provided and legally justified.

3. Legal Basis for Processing

Under the GDPR, we must have a lawful basis to process your data. We rely on the following:

  • Consent – When you voluntarily provide data via forms or email
  • Contract – When processing is necessary to perform a contract or engagement
  • Legal Obligation – For compliance with laws and regulatory requirements
  • Legitimate Interests – For business development, deal evaluation, and service improvement (balanced with your rights and freedoms)

You may withdraw your consent at any time by contacting us.

4. Purpose of Processing

We use your personal data for the following purposes:

  • To respond to inquiries or assess your business for potential engagement
  • To provide M&A advisory services and prepare confidential information for buyer/seller review
  • To communicate relevant updates or marketing material (only with opt-in consent)
  • To analyze website usage and improve our services
  • To comply with legal obligations or protect legal rights

5. Data Sharing and Disclosure

We may share your personal data with:

  • Service providers (e.g. CRM, email, analytics, cloud platforms) under data processing agreements
  • Prospective buyers, investors, or sellers, but only with your express consent and under NDA
  • Legal or regulatory authorities, if required by applicable law or court order

We do not sell your personal data to any third parties.

6. International Transfers

Your data may be transferred to and stored in countries outside the European Economic Area (EEA), including the United States. When this occurs, we ensure that:

  • Transfers are made to countries with adequate data protection laws (e.g., under EU adequacy decisions), or
  • Standard Contractual Clauses (SCCs) or other safeguards approved by the European Commission are in place

Please contact us if you would like more information about our data transfer mechanisms.

7. Data Retention

We retain personal data only as long as necessary for the purposes outlined above, unless a longer retention period is required by law or for contractual/statutory reasons.

  • For inquiries: retained for up to 24 months
  • For clients: retained for the duration of the relationship plus 7 years
  • For marketing: retained until you opt out or withdraw consent

8. Your Data Protection Rights

Under the GDPR, you have the right to:

  • Access – Request a copy of your personal data
  • Rectify – Correct inaccurate or incomplete data
  • Erase – Request deletion (right to be forgotten)
  • Restrict – Limit how we use your data
  • Object – Object to processing based on legitimate interest
  • Portability – Receive your data in a portable format
  • Withdraw consent – At any time, if processing is based on consent
  • Lodge a complaint – With your local data protection authority

To exercise these rights, contact us at privacy@laviapartners.com.

9. Data Security

We implement appropriate technical and organizational measures to safeguard personal data, including:

  • SSL encryption
  • Access controls and authentication protocols
  • Secure file sharing for confidential documents
  • Data minimization and privacy-by-design principles
  • Staff confidentiality and security training

However, no data transmission or storage is 100% secure. Please take precautions when transmitting data online.

10. Cookies and Tracking

We use cookies to improve website functionality and analyze traffic. For detailed information, please refer to our Cookie Policy here.

You can manage your cookie preferences through your browser settings or via our cookie consent banner.

11. Updates to This Privacy Policy

We may update this Privacy Policy periodically. Any material changes will be posted on this page, and where appropriate, notified to you via email.

12. Contact Us

If you have questions about this Privacy Policy or your data, please contact:

Lavia Partners – Attn: Compliance
PO Box 3122 Raleigh NC 27622
privacy@laviapartners.com
+1.919.322.9651

If you are in the EU, you may also contact your local Data Protection Authority for further support.