Privacy Policy

Privacy Policy
Effective date: August 11, 2026This Privacy Policy explains how Harvey Lemus, doing business as Cartagena Equity Partners (“Cartagena Equity Partners,” “we,” “us,” or “our”), collects, uses, and protects information when you visit www.cartagenaequitypartners.com, submit an inquiry, or communicate with us. By using our website or providing your information, you agree to the practices described here.1. Information We Collect
We collect information you provide to us directly, including when you complete a form, request a valuation, or contact us about selling or acquiring a business. This may include:Your name and title;
Your business name and industry;
Your email address and mailing address;
Your mobile or business phone number;
Information about your business that you choose to share with us (for example, revenue range or reason for a potential sale); and
Any other information you include in your message to us.
We may also automatically collect limited technical information when you visit our website, such as your IP address, browser type, and pages viewed, through cookies or similar technologies.2. How We Use Your Information
We use the information we collect to:Respond to your inquiry and follow up regarding a potential business sale, valuation, or acquisition;
Communicate with you by email, phone, or text message (see Section 4);
Evaluate potential transactions and conduct due diligence;
Operate, maintain, and improve our website and services; and
Comply with legal obligations and enforce our agreements.
3. SMS / Text Messaging and Consent
If you provide your mobile number and opt in, we may send you text messages related to your inquiry, including follow-up regarding selling your business or a valuation. You opt in by checking the SMS consent box on our form and submitting your number; consent is never a condition of any other service. Message frequency varies. Message and data rates may apply. You can opt out at any time by replying STOP, and you can reply HELP for assistance. Full text-messaging terms appear in the Terms & Conditions below.Mobile information and consent are never shared for marketing.No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors or service providers who support our messaging program (for example, a customer-service or SMS platform provider) is permitted solely to operate the program, and only under confidentiality obligations. All other categories of use exclude text-messaging originator opt-in data and consent; this information will not be shared with any third parties.4. How We Share Information
We do not sell or rent your personal information. We may share information only in these limited circumstances:Service providers. With vendors who perform services on our behalf (such as hosting, email, SMS delivery, or CRM providers), under confidentiality obligations and only as needed to provide those services.
Professional advisors. With our attorneys, accountants, and similar advisors in connection with evaluating a potential transaction.
Legal requirements. When required by law, subpoena, or other legal process, or to protect our rights, safety, or property.
Business transfers. In connection with a merger, acquisition, or sale of assets, subject to the protections in this Policy.
As stated in Section 3, text-messaging opt-in data and consent are excluded from all sharing except with subcontractors that support the messaging program, and are never shared for marketing or promotional purposes.5. Data Retention
We retain your information for as long as necessary to respond to your inquiry, evaluate a potential transaction, and comply with our legal obligations, after which we delete or de-identify it.6. Your Choices
Text messages: Reply STOP to any message to stop receiving texts.
Email: Use the unsubscribe link in any marketing email, or contact us.
Access and deletion: Contact us at [email protected] to request access to, correction of, or deletion of your information, subject to applicable law.
7. Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect your information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.8. Children’s Privacy
Our website and services are intended for business owners and are not directed to individuals under 18. We do not knowingly collect information from anyone under 18.9. Changes to This Policy
We may update this Privacy Policy from time to time. Changes take effect when we post the revised Policy on this page and update the effective date above.10. Contact Us
Questions about this Policy or your information may be directed to:Harvey Lemus (Cartagena Equity Partners)
8 Makepeace St, Saugus, MA 01906
Email: [email protected]
Phone: 781-200-3093