Privacy Policy

Last updated: May 10, 2026

1. Scope

This Privacy Policy describes how Stock & Milster (“we,” “us,” or the “Firm”) collects, uses, and discloses information through the website at stockmilster.com and in connection with our advisory engagements. By using the site or engaging the Firm, you consent to the practices described here.

2. Information We Collect

We collect only the information necessary to evaluate inquiries and deliver advisory work:

• Contact details you submit through the Strategic Review Request form (name, company, email, phone, market, scope).
• Engagement materials you provide during scoping or under NDA.
• Technical data automatically collected by standard server logs (IP address, browser, referring page) for security and diagnostic purposes.

3. How We Use Information

• To respond to inquiries and qualify potential engagements.
• To deliver, document, and improve advisory services for clients.
• To comply with legal, regulatory, and contractual obligations.
• To protect the security and integrity of our systems.

4. Confidentiality & NDA

All inquiries are treated in confidence. Sensitive transactions are handled under written NDA upon request. Information shared during a privileged engagement is not used for any other purpose without written consent.

5. Sharing

We do not sell personal information. We share information only with (a) personnel and contractors of the Firm bound by confidentiality, (b) service providers strictly necessary to operate the website and our practice, and (c) authorities where compelled by law.

6. Retention

Inquiry data is retained for the period required to evaluate the opportunity and meet legal recordkeeping obligations. Engagement records are retained per the engagement letter and applicable professional standards.

7. Security

We maintain administrative, technical, and physical safeguards designed to protect information from unauthorized access, disclosure, or loss. No system is perfectly secure; we encourage clients to use secure channels for sensitive material.

8. Your Rights

Depending on your jurisdiction (including the EEA, UK, and California), you may have rights to access, correct, delete, port, or restrict processing of personal information. Submit requests to info@stockmilster.com.

9. International Transfers

The Firm operates in the United States. Information you submit may be processed in the U.S. and other jurisdictions where we or our service providers operate.

10. Cookies

The website uses only the cookies and local storage strictly necessary to operate. We do not use third-party advertising trackers.

11. Updates

We may update this Policy from time to time. Material changes will be reflected by an updated “Last updated” date above.

12. Contact

Questions about this Policy may be directed to info@stockmilster.com.