Disclaimer

Blu Capital Partners SRL and its affiliates (together “Blu Capital Partners” or “BCP entities” or generically “BCP”) provides independent financial advice primarily to corporate clients in connection with investment banking activities related to mergers, acquisitions, private capital financings and other similar transactions. BCP is not a FINRA registered broker-dealers and as such do not perform any securities related transactions, such as initial public offerings, PIPE transactions or other related sales or purchases of securities. BCP entities are not a retail broker-dealer. BCP entities do not conduct underwriting activities, provide research or analyst reports or solicit or carry accounts for, or offer or sell securities products to retail customers. None of the information contained in this web site constitutes a recommendation, solicitation or offer by BCP 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 web site 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 BCP is not authorized to provide such information or services.

Privacy Statement

BCP is committed to protecting your privacy. We place a high priority on maintaining the confidentiality and security of the personal and account 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.

We collect nonpublic personal information about BCP 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 our web site, 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.

Information may be shared between BCP and its affiliates. We do not disclose any nonpublic personal information about our customers or former customers to anyone else, except as permitted by law. Moreover, we will not release information about our customers or former customers unless one of the following conditions is met:

  • We receive your prior written consent.
  • We believe the recipient to be you or your authorized representative.
  • We are required by law to release information to the recipient.

We only use information about you and your account to help us better serve your investment needs or to suggest services or educational materials that may be of interest to you. We maintain physical, electronic and procedural safeguards to guard your personal information. We advise you not to send such information to us in non-secure e-mails. We will continue to conduct our business in a manner that conforms with our pledge to you, your expectations and all applicable laws.

Cookies, Analytics and Advertising Measurement

This section applies to blucp.com and to ibtoolkit.eu, the Investment Banking Toolkit (IBT) website operated by Blu Capital Partners SRL. On both sites, a cookie banner asks for your choice before any analytics or advertising tool loads. Essential cookies, which the sites need to work, are always on.

You can choose:

  • Necessary only. No analytics or advertising tools load.
  • Analytics. We measure how the site is used with Google Analytics 4 and, on blucp.com only, Microsoft Clarity.
  • Marketing. We also measure whether our LinkedIn and Google ads lead to visits, enquiries and IBT sign-ups, using the LinkedIn Insight Tag and Google’s advertising measurement.

You can change your choice at any time through the “Cookie settings” link at the bottom of each site.

Tool Provider Sites Purpose Loads with
Google Analytics 4 Google Ireland Limited blucp.com, ibtoolkit.eu Page views, traffic sources and conversions such as form submissions and IBT sign-ups Analytics consent
Google advertising measurement (Consent Mode) Google Ireland Limited blucp.com, ibtoolkit.eu Telling which Google Ads clicks lead to a conversion Marketing consent
LinkedIn Insight Tag LinkedIn Ireland Unlimited Company blucp.com, ibtoolkit.eu Telling which LinkedIn ads lead to a conversion; anonymised audience statistics Marketing consent
Microsoft Clarity Microsoft Ireland Operations Limited blucp.com only Anonymised usage and heat-map statistics Analytics consent

We do not send to these providers any financial figures, assessment answers or scores that you enter in the IBT, nor your name or email address. Microsoft Clarity does not run on ibtoolkit.eu.

We measure how visitors use the pages of this website with heatmaps. If you accept analytics cookies, we record where you click and how far you scroll on each page, together with a random session number that lasts only while your browser tab is open, the page address, and the size of your screen. We do not record your IP address, your browser identity, the text you read or type, or anything you enter in a form. The data is kept for 30 days and then deleted. You can refuse analytics, or change your choice in the cookie settings at any time; if you refuse, nothing is recorded.

When you create an IBT account, we store with it the campaign details of the link you arrived from (for example utm_source, utm_medium and utm_campaign) and, if you gave marketing consent, the Google or LinkedIn click identifier. We use them only to know which channel brought the account.

Google, LinkedIn and Microsoft may process data in the United States. These transfers rely on the EU–US Data Privacy Framework or on the European Commission’s standard contractual clauses. You can read how each provider handles data in its own privacy policy: Google, LinkedIn and Microsoft.

Business Continuity

BCP has developed a Strict Business Continuity Plan (SBCP) as part of our ongoing contingency planning efforts to mitigate the impacts of business interruptions. Since the timing and impact of disasters and disruptions is unpredictable, we will have to be flexible in responding to actual events as they occur. With that in mind, we are providing you with this information on our business continuity plan.

BCP plans to quickly recover and resume business operations after an Important Business Disruption (IBD) and respond by safeguarding employees’ lives and firm property, making a financial and operational assessment, protecting the firm’s books and records, and allowing our customers to transact business. In short, our strict business continuity plan is designed to permit our firm to resume operations as quickly as possible, given the scope and severity of the significant business disruption.

Our business continuity plan addresses: data back up and recovery; all mission critical systems; financial and operational assessments; alternative communications with customers, employees, and regulators; alternate physical location of employees; critical vendor and bank impact; and regulatory reporting.

Significant business disruptions can vary in their scope. For example, an IBD affecting only our firm, the offices housing our firm, the business district where our firm is located, the city where we are located, or the whole region. Within each of these areas, the severity of the disruption can also vary from minimal to severe. In either situation, we plan to continue in business, and notify you through our web site www.blucp.com or our main phone number regarding how to contact us.

Our SBCP is reviewed periodically and subject to modification without notice. Updates to the plan summary will be posted on our web site.