PRIVACY POLICY

The M&A Roundtable provides events and resources that help HR and M&A professionals make a difference for their company and their employees.

Privacy Policy

We are very pleased about your interest in our company, website and services. Data protection is of a particularly high priority for the management of M&A Roundtable. The use of the website is possible without any indication of personal data. However, if you or another data subject wants to use our services via our website, processing of personal data could become necessary. If processing of personal data is necessary and if there is no legal basis for such processing, we will generally obtain the consent of the data subject.


The processing of personal data, such as the name, address, e-mail address, or telephone number of a data subject shall always be in line with Illinois`s Personal Information Protection Act (PIPA) and the General Data Protection Regulation (GDPR).


By means of this privacy policy, we would like to inform the public about the kind, scope, and purpose of the personal data collected, used, and processed by us. Furthermore, data subjects are informed of their rights by means of this privacy policy.


As the controller, M&A Roundtable has implemented numerous technical and organizational measures to ensure the most complete protection of personal data processed through this website. Nevertheless, Internet-based data transmissions can always be subject to security vulnerabilities, so that absolute protection cannot be guaranteed.


Definitions


The privacy policy of M&A Roundtable is based on the terms used by the PIPA and the GDPR. Our privacy policy should be easy to read and understand for the public as well as for our customers and business partners. To ensure this, we would like to explain the terms used in advance.


We use the following terms, among others, in this privacy policy:

(a) Personal data

Personal data is any information relating to an identified or identifiable natural person (hereinafter "data subject"). An identifiable natural person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, an online identifier, or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural, or social identity of that natural person.


b) Data subject

Data subject means any identified or identifiable natural person whose personal data are processed by the controller.


(c) Processing

Processing means any operation or set of operations which is performed upon personal data, whether or not by automatic means, such as collection, recording, organization, filing, storage, adaptation or alteration, retrieval, consultation, use, disclosure by transmission, dissemination or otherwise making available, alignment or combination, restriction, erasure or destruction.


d) Restriction of processing

Restriction of processing is the marking of stored personal data with the aim of limiting their future processing.


e) Profiling

Profiling shall mean any automated processing of personal data which consists in using such personal data to evaluate certain personal aspects relating to a natural person, in particular to analyze or predict aspects relating to that natural person's performance at work, economic situation, health, personal preferences, interests, reliability, behavior, location, or change of

location.


f) Pseudonymization

Pseudonymization is the processing of personal data in such a way that the personal data can no longer be attributed to a specific data subject without the use of additional information, provided that such additional information is kept separately and is subject to technical and organizational measures which ensure that the personal data are not attributed to an identified or identifiable natural person.


g) Controller or data controller

The controller or person responsible for processing is the natural or legal person, public authority, agency, or other body which alone or jointly with others determines the purposes and means of the processing of personal data. Where the purposes and means of such processing are determined by Union or Member State law, the controller, or the specific criteria for its designation may be provided for under Union or Member State law.


(h) Processor

Processor means a natural or legal person, public authority, agency, or other body which processes personal data on behalf of the controller.


(i) Recipient

Recipient means a natural or legal person, public authority, agency, or other body to whom personal data are disclosed, whether or not a third party. However, public authorities that may receive personal data in the context of a specific investigative task under Union or Member State law shall not be considered as recipients.


j) Third party

Third party means a natural or legal person, public authority, agency, or other body other than the data subject, the controller, the processor and the persons authorized to process the personal data under the direct responsibility of the controller or the processor.


k) Consent

Consent shall mean any freely given specific and informed indication of the data subject's wishes, in the form of a statement or other unambiguous affirmative act, by which the data subject signifies his or her agreement to the processing of personal data relating to him or her.

Name and address of the data controller


The controller within the meaning of the PIPA and the GDPR is:

M&A Roundtable

1345 N Jefferson St., Ste 472 Milwaukee, WI 53202

E-mail: klint@mandaroundtable.com

Website: www.mandaroundtable.com


Cookies


Our website uses cookies. Cookies are text files which are stored on a computer system via an internet browser. Numerous Internet pages and servers use cookies. Many cookies contain a so-called cookie ID. A cookie ID is a unique identifier of the cookie. It consists of a string of characters by which Internet pages and servers can be assigned to the specific Internet browser in which the cookie was stored. This enables the visited Internet pages and servers to distinguish the individual browser of the data subject from other Internet browsers that contain other cookies. A specific internet browser can be recognized and identified via the unique cookie ID.


Through the use of cookies, M&A Roundtable can provide the users of this website with more user-friendly services that would not be possible without the cookie setting. For more details on the general aspects of cookies, please visit www.allaboutcookies.org and for more specific details on the cookies we use please refer to our Cookie Policy.


Collection of general data and information


The website of M&A Roundtable collects a series of general data and information every time a data subject or automated system calls up the website. This general data and information is stored in the log files of the server. The following data may be collected: (1) the browser types and versions used, (2) the operating system used by the accessing system, (3) the website from which an accessing system accesses our website (so-called referrer), (4) the sub-websites that are accessed via an accessing system on our website, (5) the date and time of an access to the website, (6) an Internet protocol address (IP address), (7) the Internet service provider of the accessing system and (8) other similar data and information that serve to avert danger in the event of attacks on our information technology systems.


When using these general data and information, M&A Roundtable does not draw any conclusions about the data subject. Rather, this information is needed (1) to deliver the contents of our website correctly, (2) to optimize the contents of our website and the advertising for these, (3) to ensure the long-term operability of our information technology systems and the technology of our website, and (4) to provide law enforcement authorities with the information necessary for prosecution in the event

of a cyber-attack. Therefore, M&A Roundtable analyzes anonymously collected data and information on one hand, and on the other hand, with the aim of increasing the data protection and data security of our enterprise so that we can ultimately ensure an optimal level of protection for the personal data we process. The anonymous data of the server log files are stored separately from any personal data provided by a data subject.


Join the Mailing List and M&A Roundtable Event Registration


If a data subject wishes to join our Mailing List or register for a M&A Roundtable Event, we collect the following data: (1) First Name, (2) Last Name, (3) Email, (4) Telephone Number, (5) Address. Such personal data transmitted on a voluntary basis by a data subject to the controller will be stored for the purposes of processing or contacting the data subject. No disclosure of such personal data to third parties will take place.


We use the data of data subjects for sending information ordered by a data subject as well as information about our offers and other promotions. If you join or register, the personal data you provide in this context will be processed by us for the purpose of sending you the information requested.


We would like you to enjoy reading our-mails. Therefore, we try to only include content that you are likely to be interested in. We therefore measure and store opening and click-through rates, i.e., whether and when a data subject opens our emails, which content of the emails a data subject clicks on and when, as well as whether and why our emails could possibly not be delivered. We also use this data for statistical purposes. In particular, this serves our legitimate interest to evaluate the performance of the individual newsletter campaigns and to define optimization measures in order to make the newsletter as attractive and suitable as possible for a data subject. The legal basis for the processing is therefore Art. 6 para. 1 lit. f GDPR.


Of course, a data subject can unsubscribe from receiving our information at any time, i.e., revoke his/her consent with effect for the future or object to data processing. For this purpose, a corresponding unsubscribe link is placed in every mail or newsletter. A data subject can also contact us for cancellation at any time.


Routine erasure and blocking of personal data


We will process and store personal data of the data subject only for the period of time necessary to achieve the purpose of storage or were provided for by the PIPA and the GDPR. If the storage purpose ceases to apply or if a storage period is prescribed, the personal data will be routinely blocked or deleted in accordance with the statutory provisions.


Your Rights


You are entitled at any moment to enforce the rights available to you under applicable Data Protection Laws, including but not limited to the right of access, rectification, restriction, erasure, opposition (including objecting, at any time and for free, to the processing of your personal data for direct marketing purposes), right to portability as well as the right to withdraw your consent. You also have the right to lodge a complaint with the competent supervisory authority. In more details, the following

briefly summarizes your rights.


GDPR Specific Rights


As an individual whose personal data is processed as described in this Privacy Policy, you have a number of rights which are summarized below. Please note that exercising these rights is subject to certain requirements and conditions as set forth in applicable law.

Right of access

Subject to applicable law, you have the right to obtain confirmation from us as to whether or not personal data that concerns you is processed, and, if so, to request access to such personal data including, without limitation, the categories of personal data concerned, the purposes of the processing and the recipients or categories of recipients. However, we do have to take into

account the rights and freedoms of others, so this is not an absolute right. If you request more than one copy of the personal data undergoing processing, we may charge a reasonable fee based on administrative costs.


Right to rectification

You have the right to request from us the rectification of inaccurate personal data concerning you. Depending on the purposes of the processing, you also have the right to request that incomplete personal data be completed, including by means of providing a supplementary statement.


Right to erasure ('right to be forgotten')

You have the right to request from us the erasure of personal data concerning you in certain circumstances as defined under applicable law. When your request falls within one of those circumstances, we will erase your personal data without undue delay. If, for technical and organizational reasons, we were not able to erase your personal data, we will ensure that it is fully and irreversibly anonymized so that we will no longer be holding such personal data about you.


Right to restriction of processing

In certain circumstances as defined under applicable law, you have the right to request the restriction of processing of your personal data. In such case, your personal data shall, with the exception of storage, only be processed with your consent or for the establishment, exercise or defense of legal claims or for the protection of the rights of another natural or legal person or for reasons of important public interest.


Right to data portability

In certain circumstances as defined under applicable law, you have the right to receive the personal data concerning you, which you have provided to us, in a structured, commonly used and machine-readable format and you may have the right to transmit that data to another controller or to have such personal data transmitted directly from us to another controller, where technically feasible.


Right to object

In certain circumstances as defined under applicable law, you have the right to object, on grounds relating to your particular situation, at any time to the processing of your personal data by us and we can be required to no longer process your personal data unless we demonstrate compelling legitimate grounds for the processing which override your interests, rights and freedoms or for the establishment, exercise, or defense of legal claims. This notably applies in case of processing of your personal data based on our legitimate interests or for statistical purposes.


Right to object to direct marketing

Where your personal data are processed for direct marketing purposes, you have the right to object at any time to processing for such direct marketing (including profiling related to such direct marketing).


Right not to be subject to a decision based solely on automated processing,

Subject to certain restrictions, you have the right not to be subject to a decision based solely on automated processes, including profiling, which produces legal effects on you similarly significantly affects you.


Right to withdraw consent

If you have declared your consent for any personal data processing activities as described in this Privacy Policy, you can withdraw this consent at any time with future effect. Such a withdrawal will not affect the lawfulness of the processing prior to the withdrawal of the consent.


If you wish to access such personal data or exercise any of the rights listed above, you should apply in writing, providing evidence of your identity to us.


Any communication from us in relation to your rights as detailed above will be provided free of charge. However, in case of requests that are manifestly unfounded or excessive, in particular because of their repetitive character, we may charge a reasonable fee taking into account the administrative costs of providing the information or communication or taking the

action requested, or refuse to act on the request.


Illinois Specific Rights

If you are an Illinois resident, you have the following rights:


You have the right to:

  • request, up to two times each year, access to categories and specific pieces of personal information about you that we collect, use, disclose, and sell;
  • request that we delete personal information that we collect from you, subject to applicable legal exceptions;
  • “opt out” of the “sale” of your “personal information” to “third parties”;

In addition, Illinois residents who provide personal information to obtain services are entitled to request and obtain from us, once per calendar year, information about the personal information we shared, if any, with other businesses for marketing uses. If applicable, this information would include the categories of personal information and the names and addresses of those businesses with which we shared such personal information for the immediate prior calendar year (e.g., requests made in the current year will receive information about the prior year). To obtain the information about data we hold about you or to effect the opt out, please contact us.

Do Not Track

Do Not Track is a privacy preference you can set in most browsers. We support Do Not Track because we believe that you should have genuine control over how your info gets used and our site responds to Do Not Track requests.


Do Not Sell My Personal Information

We do not sell information that directly identifies you, like your name, address, banking information, or phone records. In fact, we do not even share that type of information except with service providers who can use the information solely to provide a service on our behalf, when a consumer directs us to share the information. If applicable, you can choose whether you want this sharing or not. Remember, we don’t sell data that directly identifies you unless we have your explicit permission, no matter what

choice you make. To make your choices, please contact us.


The above rights may be limited in some circumstances, for example, if fulfilling your request would reveal personal information about another person, if you ask us to delete information which we are required to have by law, or if we have compelling legitimate interests to keep it. We will let you know if that is the case and will then only use your information for these purposes. You may also be unable to continue using our services if you want us to stop processing your personal information. We encourage you to get in touch if you have any concerns with how we collect or use your personal information.


Legal basis of processing

Art. 6 I lit. a GDPR serves us as the legal basis for processing operations in which we obtain consent for a specific processing purpose. If the processing of personal data is necessary for the performance of a contract to which the data subject is a party, as is the case, for example, with processing operations that are necessary for a delivery of goods or the provision of another service or

consideration, the processing is based on Art. 6 I lit. b GDPR. The same applies to processing operations that are necessary for the implementation of pre-contractual measures, for example in the case of enquiries about our products or services. If our company is subject to a legal obligation by which the processing of personal data becomes necessary, such as for the fulfillment of tax obligations, the processing is based on Art. 6 I lit. c GDPR. In rare cases, the processing of personal data might become necessary in order to protect the vital interests of the data subject or another natural person. This would be the case, for example, if a visitor were to be injured on our premises and as a result his or her name, age, health insurance details or other vital information had to be passed on to a doctor, hospital or other third party. Then the processing would be based on Art. 6 I lit. d GDPR. Finally, processing operations could be based on Art. 6 I lit. f GDPR. Processing operations which are not covered by any of the aforementioned legal bases are based on this legal basis if the processing is necessary to protect a legitimate interest of our company or a third party, provided that the interests, fundamental rights and freedoms of the data subject are not overridden. Such processing operations

are permitted to us in particular because they were specifically mentioned by the European legislator. In this respect, it took the view that a legitimate interest could be assumed if the data subject is a customer of the controller (recital 47 sentence 2 GDPR). If the processing of personal data is based on Article 6 I lit. f GDPR, our legitimate interest is the performance of our business activities for the benefit of the well-being of all our employees and our shareholders.


Duration for which the personal data are stored

The criterion for the duration of the storage of personal data is the respective statutory retention period. After the expiry of the period, the corresponding data is routinely deleted, provided that it is no longer required for the fulfillment of the contract or the initiation of the contract.


Changes to the privacy policy

M&A Roundtable reserves the right to change this privacy policy should this be necessary due to a change in the legal situation or due to additional or changed services used or offered by M&A Roundtable. The current version can be found here. If M&A Roundtable intends to process a data subjects' data for purposes other than those for which it was collected, we will notify the data subject in advance in accordance with the applicable legal provisions.


Contact

Should additional questions arise regarding this privacy policy, please feel free to contact us at any time.


Last Edited 12/19/2021

TESTIMONIAL

“INVALUABLE”

This has been invaluable to me as I am learning about M&A and my company is continuing to acquire and integrate. I will use what I learned as we move forward.

SM, HR Director

Fortune 500 Company

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