Privacy Notice & Data Protection Policy
   
1.   INTRODUCTION  
  
This privacy notice provides you with details of how we process your personal data. 
 
Momentum Corporate Finance is the data controller and we are responsible for your personal data (referred to as “we”, “us” or “our” in this privacy notice).
   
Our full contact details are: 
 
Momentum Corporate Finance LLP
  
Email address: research@momentumcf.com       
 
Postal address: St Brandons House, 29 Gt George St, Bristol, BS1 5QT
 
Telephone number: 0117 9200133 
   
It is very important that the information we hold about you is accurate and up to date. Please let us know if at any time your personal information changes by emailing us at research@momentumcf.com.
 
2.  WHAT DATA WE COLLECT ABOUT YOU, FOR WHAT PURPOSE AND ON WHAT GROUNDS WE PROCESS IT 

Personal data means any information capable of identifying an individual. It does not include anonymised data.
 
We may process the following categories of personal data about you:


Communication Data that includes any communication that you send to us whether that be through the contact form on our website, through email, text, social media messaging, social media posting or any other communication that you send us. We process this data for the purposes of communicating with you, for record keeping and for the establishment, pursuance or defense of legal claims. Our lawful ground for this processing is our legitimate interests which in this case are to reply to communications sent to us, to keep records and to establish, pursue or defend legal claims.

Customer Data that includes data relating to any purchases of services such as your name, title, billing address, email address, phone number and contact details. We process this data to supply the services you have purchased and to keep records of such transactions. Our lawful ground for this processing is the performance of a contract between you and us and/or taking steps at your request to enter into such a contract. 

User Data that includes data about how you use our website and any online services together with any data that you post for publication on our website or through other online services. We process this data to operate our website and ensure relevant content is provided to you, to ensure the security of our website, to maintain back- ups of our website and/or databases and to enable publication and administration of our website, other online services and business. Our lawful grounds for this processing is our legitimate interests which in this case are to enable us to properly administer our website and our business. 

Marketing Data that includes data about your preferences in receiving marketing from us and your communication preferences. We process this data to deliver relevant website content to you and measure or understand the effectiveness of this.  Our lawful ground for this processing is our legitimate interests which in this case are to study how customers use our services, to develop them, to grow our business and to decide our marketing strategy.


We may use Customer Data, User Data, Technical Data and Marketing Data to deliver relevant website content to you and to measure or understand the effectiveness of the advertising we serve you. Our lawful ground for this processing is legitimate interests which is to grow our business. We may also use such data to send other marketing communications to you. Our lawful ground for this processing is either consent or legitimate interests (namely to grow our business). 

Sensitive Data
 
We do not collect any Sensitive Data about you. Sensitive data refers to data that includes details about your race or ethnicity, religious or philosophical beliefs, sex life, sexual orientation, political opinions, trade union membership, information about your health and genetic and biometric data. We do not collect any information about criminal convictions and offences.

Where we are required to collect personal data by law, or under the terms of the contract between us and you do not provide us with that data when requested, we may not be able to perform the contract (for example, to deliver goods or services to you). If you don’t provide us with the requested data, we may have to cancel a service you have requested but if we do, we will notify you at the time.

We will only use your personal data for a purpose it was collected for or a reasonably compatible purpose if necessary. For more information on this please email us at research@momemtumcf.com. In case we need to use your details for an unrelated new purpose we will let you know and explain the legal grounds for processing.
 
We may process your personal data without your knowledge or consent where this is required or permitted by law.

We do not carry out automated decision making or any type of automated profiling. 
 
3.  HOW WE COLLECT YOUR PERSONAL DATA 
 
We may collect data about you by you providing the data directly to us (for example by filling in forms on our site or by sending us emails). We may automatically collect certain data from you as you use our website by using cookies and similar technologies. Please see our cookie policy for more details about this. 

We may receive data from third parties such as analytics providers such as Google based outside the EU, advertising networks such as Facebook based outside the EU, such as search information providers such as Google based outside the EU, providers of technical, payment and delivery services, such as data brokers or aggregators. 

We may also receive data from publicly availably sources such as Companies House and the Electoral Register based inside the EU.
 
4. MARKETING COMMUNICATIONS 


Our lawful ground of processing your personal data to send you marketing communications is either your consent or our legitimate interests (namely to grow our business). 

Under the Privacy and Electronic Communications Regulations, we may send you marketing communications from us if (i) you made a purchase of our services or asked for information from us about our  services or (ii) you agreed to receive marketing communications and in each case you have not opted out of receiving such communications since. Under these regulations, if you are a limited company, we may send you marketing emails without your consent. However, you can still opt out of receiving marketing emails from us at any time. 
 
We will never share your personal information with any third party for their own marketing purposes.  

You can ask us to stop sending you marketing messages at any by following the opt-out links on any marketing message sent to you or by emailing us at research@momentumcf.com at any time.


If you opt out of receiving marketing communications this opt-out does not apply to personal data provided as a result of other transactions, such as services purchased etc. 

5.  DISCLOSURES OF YOUR PERSONAL DATA  
 
We may have to share your personal data with the parties set out below:
 
           Service providers who provide IT and system administration services.
           Professional advisers including lawyers, bankers, auditors and insurers 
           Government bodies that require us to report processing activities.
           Third parties to whom we sell, transfer, or merge parts of our business or our assets. 

We require all third parties to whom we transfer your data to respect the security of your personal data and to treat it in accordance with the law. We only allow such third parties to process your personal data for specified purposes and in accordance with our instructions.
 
6.  INTERNATIONAL 
 
Countries outside of the European Economic Area (EEA) do not always offer the same levels of protection to your personal data, so European law has prohibited transfers of personal data outside of the EEA unless the transfer meets certain criteria.
 
Some of our third parties service providers are based outside the European Economic Area (EEA) so their processing of your personal data will involve a transfer of data outside the EEA.
 
Whenever we transfer your personal data out of the EEA, we do our best to ensure a similar degree of security of data by ensuring at least one of the following safeguards is in place:
 
We will only transfer your personal data to countries that the European Commission have approved as providing an adequate level of protection for personal data; or


Where we use certain service providers, we may use specific contracts or codes of conduct or certification mechanisms approved by the European Commission which give personal data the same protection it has in Europe; or

If we use US-based providers that are part of EU-US Privacy Shield, we may transfer data to them, as they have equivalent safeguards in place.

If none of the above safeguards is available, we may request your explicit consent to the specific transfer. You will have the right to withdraw this consent at any time. 


7.  DATA SECURITY  
 
We have put in place security measures to prevent your personal data from being accidentally lost, used, altered, disclosed, or accessed without authorisation. We also allow access to your personal data only to those employees and partners who have a business need to know such data. They will only process your personal data on our instructions and they must keep it confidential.
 
We have procedures in place to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach if we are legally required to.


 
8.  DATA RETENTION  
  
We will only retain your personal data for as long as necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements.

When deciding what the correct time is to keep the data for we look at its amount, nature and sensitivity, potential risk of harm from unauthorised use or disclosure, the processing purposes, if these can be achieved by other means and legal requirements.


For tax purposes the law requires us to keep basic information about our customers (including Contact, Identity, Financial and Transaction Data) for six years after they stop being customers.
  
In some circumstances we may anonymise your personal data for research or statistical purposes in which case we may use this information indefinitely without further notice to you.
 
9.  YOUR LEGAL RIGHTS  
 
Under data protection laws you have rights in relation to your personal data that include the right to request access, correction, erasure, restriction, transfer, to object to processing, to portability of data and (where the lawful ground of processing is consent) to withdraw consent.
 
You can see more about these rights at: 


https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/individual-rights/

If you wish to exercise any of the rights set out above, please email us at research@momentumcf.com.
You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee if your request is clearly unfounded, repetitive or excessive or refuse to comply with your request in these circumstances.
  
We may need to request specific information from you to help us confirm your identity and ensure your right to access your personal data (or to exercise any of your other rights). This is a security measure to ensure that personal data is not disclosed to any person who has no right to receive it. We may also contact you to ask you for further information in relation to your request to speed up our response.
  
We try to respond to all legitimate requests within one month. Occasionally it may take us longer than a month if your request is particularly complex or you have made a number of requests. In this case, we will notify you.

If you are not happy with any aspect of how we collect and use your data, you have the right to complain to the Information Commissioner’s Office (ICO), the UK supervisory authority for data protection issues (www.ico.org.uk). We should be grateful if you would contact us first if you do have a complaint so that we can try to resolve it for you.
 
 10. THIRD-PARTY LINKS  
 
This website may include links to third-party websites, plug-ins and applications. Clicking on those links or enabling those connections may allow third parties to collect or share data about you. We do not control these third-party websites and are not responsible for their privacy statements. When you leave our website, we encourage you to read the privacy notice of every website you visit.
 
11. COOKIES  
 
You can set your browser to refuse all or some browser cookies, or to alert you when websites set or access cookies. If you disable or refuse cookies, please note that some parts of this website may become inaccessible or not function properly. For more information about the cookies we use, please see our cookie policy.

        

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    They worked seamlessly with both buy and sell side teams, helping move the deal forwards. They listened to each individual manager’s objectives and, using their experience and knowledge in structuring private equity transactions, they were able to guide us through to the right deal.  We would not hesitate in recommending them to any management team considering a transaction of this nature.

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  • "We spoke to a range of advisers when we started to consider taking the business through an M&A process and are delighted to have chosen Momentum. From the outset Ali and the team worked hard to enable us to understand all available options from PE through to a full exit. Then, having decided on a full exit, Momentum identified and accessed a range of key strategic purchasers and ran a tight process to achieve an excellent commercial result. This was only possible as they invested in developing a good understanding of the unique value of our business which in turn enabled them to communicate this to potential buyers and secure the best deal.

    Having co-founded the business whilst at university some 15 years ago, I had not previously been involved in an M&A process. Ali and the team at Momentum put the founders and leadership team through an accelerated learning process which enabled us to understand and navigate the M&A market in a way that I did not think would be possible. Throughout the process it felt like a genuine partnership with both teams working as one in a relaxed and progressive way which massively contributed to the overall success of the project. For these reasons Momentum have been a great choice for us, and I would definitely recommend them to other business owners looking at strategic options for their business."
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    They were an invaluable part of our team, guiding us through every step of the process. The advice and service they provided was first rate.”

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    The team at Momentum worked alongside us in a true partnership throughout the whole lifecycle of the deal, from preparing the business through to closing what was a fantastic deal for both CACI and Deep3 Shareholders.
    On behalf of all the shareholders, I would like to extend a warm and genuine thanks to Ali and Rich who guided us expertly through the process. It was clear from the offset that they understood the market and they took the time to truly understand our business as well. In doing so they ensured we found a buyer that shares our values and culture as well as securing an excellent commercial deal. Selling a business is, by its very nature, a full-on process with many twists and turns along the way. Ali and Rich were professional and supportive throughout, always there when needed and an absolute pleasure to work with.''

    Richard Yorke, CEO, Deep3
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