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Privacy Policy

Last updated: July 8, 2026

Gorman Jones ("Gorman Jones," "we," "us," or "our") respects the privacy of the owners and principals who visit our website. This Privacy Policy explains what information we collect at gormanjones.com, how we use it, and the choices you have. Because much of what we do involves sensitive, confidential conversations about a firm's future, we treat the information you share with the same discretion we bring to every engagement.

Information we collect

Information you provide

When you request a confidential conversation, contact us, or subscribe to our newsletter, we collect the details you choose to give us — such as your name, email address, firm name, role, assets under management, the nature of your inquiry, and any message you include.

Information collected automatically

Like most websites, we and our analytics and advertising providers automatically collect technical and usage information through cookies and similar technologies — for example, your IP address, browser and device type, the pages you view, and the site or ad that referred you. This includes marketing-attribution parameters (such as UTM tags and Google click identifiers) that help us understand which campaigns bring visitors to our site.

How we use your information

We use the information we collect to:

  • respond to your inquiries and provide our advisory services;
  • communicate with you, including sending newsletters and updates you have requested;
  • understand and improve our website, and measure the effectiveness of our marketing;
  • maintain the security and integrity of our site; and
  • comply with our legal and regulatory obligations.

Cookies and analytics

We use cookies and similar technologies, including services such as Google Analytics and Google Ads, to understand how the site is used and to measure our advertising. You can control or disable cookies through your browser settings, though some parts of the site may not function as intended if you do.

How we share information

We share information with service providers who help us operate our business and website — for example, our website and CRM platform (HubSpot) and our analytics and advertising providers (Google). We may also disclose information when required by law, to protect our rights, or in connection with a business transaction such as a merger or sale. We do not sell your personal information for money.

Third-party links

Our site links to third-party websites, such as news coverage and industry research. We are not responsible for the privacy practices of those sites and encourage you to review their policies.

Data retention

We retain personal information for as long as needed to fulfill the purposes described in this policy, to maintain our relationship with you, and as required by law.

Security

We use reasonable administrative, technical, and physical safeguards designed to protect the information we collect. No method of transmission or storage is completely secure, however, and we cannot guarantee absolute security.

Your choices and rights

You can unsubscribe from our emails at any time using the link in any message, or by contacting us. Depending on where you live, you may have rights to access, correct, delete, or limit the use of your personal information, or to opt out of certain processing. To make a request, contact us at team@gormanjones.com.

Children's privacy

Our website is intended for business professionals and is not directed to children. We do not knowingly collect personal information from children.

Changes to this policy

We may update this Privacy Policy from time to time. The "Last updated" date above reflects the most recent revision, and any changes take effect when posted.

Contact us

If you have questions about this policy or your information, contact us at team@gormanjones.com, or by mail at 30 Burton Hills Blvd, Suite 300, Nashville, Tennessee.

GORMAN JONES

Sell-side M&A advisory for wealth management RIAs.

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