Disclaimers and Notices

Menalto Group, LLC and Menalto Advisors, LLC (together "Menalto") provide financial advisory services related to mergers, acquisitions, private capital financings and other similar transactions. Menalto Group, LLC is not a Financial Industry Regulatory Authority (“FINRA”) or a Securities Investor Protection Corporation (“SIPC”) registered broker-dealer and as such does not perform any securities related transactions subject to oversight by FINRA/SIPC. Menalto Advisors, LLC is regulated by FINRA/SIPC, but does not provide research or analyst reports or solicit or carry accounts for, or offer or sell securities products to retail customers.

The USA Patriot Act requires all financial institutions to obtain, verify, and record information that identifies each person and entity in which it enters into a business relationship. The firm will request to view one or more of the following documents in order to verify identification: for an individual, an unexpired government-issued identification evidencing nationality, residence, and bearing a photograph or similar safeguard, such as a driver’s license or passport; and for an entity, documents showing the existence of the entity, such as certified articles of incorporation, a government-issued business license, a partnership agreement, or a trust agreement. In addition, the firm may reference a database or public information sources to verify your identity.

None of the information contained in this website constitutes a recommendation, solicitation or offer by Menalto to buy or sell any securities, futures, options or other financial instruments or provide any investment advice or service.

The information and services provided on this website are not provided to and may not be used by any person or entity in any jurisdiction where the provision or use thereof would be contrary to applicable laws, rules or regulations of any governmental authority or regulatory or self-regulatory organization or where Menalto is not authorized to provide such information or services.

Menalto shall not be responsible for any errors or omissions contained on this website, and reserves the right to make changes anytime without notice. Mention of non-Menalto products or services is provided for informational purposes only and constitutes neither an endorsement nor a recommendation by Menalto. All Menalto and third-party information provided on this website is provided on an “as is” basis.

This website may contain links to third-party sites. Access to any website linked to this website is not the responsibility of Menalto and Menalto is not responsible for the accuracy, or reliability of any content on such websites. Further, the presence of a link to a third-party site does not mean that Menalto endorses that site, its products, or views expressed there. Menalto provides these links merely for convenience and the presence of such third-party links are not an endorsement or recommendation by Menalto.


Some jurisdictions do not allow the exclusion of implied warranties, so the above exclusion may not apply to you. In no event shall Menalto be liable for any damages whatsoever, and in particular Menalto shall not be liable for direct, special, indirect, consequential, or incidental damages, or damages for lost profits, loss of revenue or loss of use, cost of replacement goods, loss or damage to data arising out of the use or inability to use this website, any Menalto product or service. This includes damages arising from use of or in reliance on the documents or information present on this website (including any information posted or placed by anyone other than Menalto), even if Menalto has been advised of the possibility of such damages.

Menalto reserves the right to terminate your access to this website, without notice, if Menalto, in its sole discretion, believes that your continued use of this website or any of its content is in violation of any applicable law or is harmful to the interests of Menalto.

Trademark and Copyright Protection

The trademarks and logos (collectively “Trademarks”) appearing on this website are the property of Menalto and other parties. Nothing contained on this website should be construed as granting any license or right to use any Trademark without the prior written permission of the party that owns the Trademark.

All documents and information on this website are protected by copyright. Except as specifically permitted herein, no portion of the documents or information on this website may be reproduced in any form or by any means without the express written consent of Menalto.

Nothing on this website shall be construed as conferring any license under any of Menalto’s or any third party’s intellectual property rights, whether by estoppel, implication, or otherwise.

Privacy Statement

Menalto is committed to protecting your privacy. We place a high priority on maintaining the confidentiality and security of the personal information that you share with us in the normal course of doing business. This privacy policy describes the collection, disclosure, and safeguarding of your nonpublic personal information. By using this website, you consent to the terms of this privacy policy and to our use of your personal information as described here.

We collect nonpublic personal information about Menalto clients such as you from the following sources:

  • Information we receive from you on applications or other forms;

  • Information about your transactions with us, our affiliates, or others, and

  • If you visit this website, information we collect via a web server, often referred to as a "cookie." Cookies indicate where a site visitor has been online and what has been viewed.

Specifically, we collect personal information when you sign up to receive materials that we publish, request information regarding an event we sponsor, and otherwise as needed to fulfill your requests for information, products, and services, and to contact you. When we collect this information, you will know it because you will need to submit this information to us in order to receive the information, product, or service you requested. We use personal information primarily for our own internal purposes, such as evaluating what aspects of the website need improvement, fulfilling your requests for information, products, or services, and communicating with you.

We also use personal information for our direct marketing purposes, and we will use the information to send you announcements and invitations that we think may interest you. You can always opt out of these marketing uses by telling us not to send the materials to you when you provide the personal information, or by asking us to remove you from those mailing lists. This is normally done by clicking on the appropriate link in those mailings. You can also contact us at info@menaltoadvisors.com. We cannot delete all the personal information that you provide to us, even if you ask us to do so.

If you choose not to provide us with the personal information that we request, you can still visit most of this website, but you may be unable to obtain certain information, products, and services that we offer.

In the ordinary course of our business, we do not rent or sell any personal information we collect from or about you. For the purposes specified above, we may transfer or disclose any personal information we have collected from or about you to any of our affiliated Menalto entities.

We may disclose your personal information as permitted by law and may also be required to disclose your personal information to governmental or regulatory entities in response to regulatory inquiries in connection with investigations or to comply with applicable law, rules, regulations, orders subpoenas, or other legal processes.

We may disclose all of the information we collect from or about you, including personal information, as described above, to companies that perform marketing services on our behalf or to other financial institutions with whom we have joint marketing agreements. These third-party service providers help us maintain this website and deliver information, products, and services to you and other users of this website, and help us analyze this website traffic. The companies we hire to provide such support services are not allowed to use your personal information for their own purposes and are contractually obligated to protect your personal information.

We restrict access to your personal information we have collected from or about you, as described above, to those Menalto employees who need to know the information to provide products and services to you. We maintain physical, electronic and procedural safeguards to guard your personal information. We advise you not to send such information to us by non-secure means such as non-secure e-mails.

Despite our use of commercially reasonable efforts to protect your personal information from unauthorized access or disclosure, the Internet is an inherently insecure environment and so we cannot guarantee the security of your personal information. We assume no liability for any disclosure of data due to errors in transmission, unauthorized third party access or other acts of third parties, or acts or omissions beyond our control.

Protecting your privacy online is an evolving area, and this website is constantly evolving to meet these demands. We therefore reserve the right to modify this privacy policy at any time. Notice of any modifications to this privacy policy will be posted on this website. Your continued use of this website after we notify you of changes to this statement or post a modified privacy policy on this website will constitute your acceptance of those modifications.

Business Continuity Summary

Menalto Advisors plans to quickly recover and resume business operations after a significant business disruption and respond by safeguarding our employees and property, making a financial and operational assessment, protecting the firm’s books and records, and allowing our customers to transact business. In short, our company’s business continuity plan is designed to permit us to resume operations as quickly as possible, given the scope and severity of the business disruption. Please note that Menalto Advisors, LLC does not maintain custody of clients’ funds or securities.

In the event of a disruption in our business operations due to internal factors, we will attempt to continue to conduct business as usual by utilizing alternative communication methods (if available), such as the Internet, mobile phones, etc., or by moving our operations to an alternative location.

In all cases, the Company will resume normal business operations as soon as it can do so, based on the type and the extent of the disrupting event.