Terms & Conditions

Agreement to Terms

By accessing or using the website located at twelveeastadvisors.com (the "Site"), you agree to be bound by these Terms and Conditions ("Terms"). If you do not agree to these Terms, do not access or use the Site.

These Terms constitute a legally binding agreement between you and Twelve East Advisors ("Twelve East," "we," "us," or "our"), a transaction advisory firm located in Chicago, Illinois.

Important Disclosures

Securities are offered through Metropolitan Capital Investment Banc (MCIB), member FINRA (www.finra.org) and SIPC (www.sipc.org). Twelve East Advisors and MCIB are not affiliated entities.

Nature of Services

Twelve East Advisors is a transaction advisory firm that provides capital advisory services to family offices, high-net-worth individuals, founders, and lower-middle-market companies. Our advisory services include structuring and sourcing liquidity solutions, debt placement, and related capital advisory.

Not Investment Advice

The information presented on the Site is for general informational purposes only and does not constitute investment advice, financial advice, tax advice, legal advice, or any other form of professional advice. Nothing on the Site should be construed as a recommendation to buy, sell, or hold any security or financial instrument, or to engage in any particular transaction or strategy.

Not a Solicitation

The content on the Site does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any such offer or solicitation will be made only through appropriate offering documents and only in jurisdictions where permitted by law.

No Client Relationship

Visiting the Site, submitting an inquiry, or communicating with us through the Site does not create an advisory or client relationship. A client relationship is established only through the execution of a formal engagement agreement.

Use of the Site

Permitted Use

You may use the Site for lawful purposes and in accordance with these Terms. You agree not to:

  • Use the Site in any way that violates applicable local, state, national, or international law or regulation

  • Use the Site to transmit any material that is unlawful, defamatory, harassing, or otherwise objectionable

  • Attempt to gain unauthorized access to any part of the Site, other accounts, computer systems, or networks connected to the Site

  • Use any automated system, including robots, spiders, or scrapers, to access the Site

  • Introduce any viruses, malware, or other harmful material to the Site

  • Interfere with or disrupt the Site or the servers and networks connected to the Site

Eligibility

The Site is intended for use by individuals who are at least 18 years of age. By using the Site, you represent that you are at least 18 years old.

Intellectual Property

All content on the Site, including but not limited to text, graphics, logos, images, and the overall design and arrangement of the Site, is the property of Twelve East Advisors or its licensors and is protected by United States and international copyright, trademark, and other intellectual property laws.

You may not reproduce, distribute, modify, display, perform, or otherwise use any content from the Site without our prior written consent, except for personal, non-commercial use in connection with evaluating our services.

The name "Twelve East Advisors," our logo, and all related names, marks, and slogans are trademarks of Twelve East Advisors. You may not use these marks without our prior written consent.

Information Accuracy and Completeness

We strive to ensure that the information on the Site is accurate and current. However, we make no representations or warranties regarding the accuracy, completeness, reliability, or timeliness of any information on the Site.

Transaction statistics, deal volumes, and other figures presented on the Site reflect historical performance and are not indicative of future results. Past performance is not a guarantee of future outcomes.

All information on the Site is subject to change without notice.

Third-Party Links

The Site may contain links to third-party websites, including but not limited to FINRA (www.finra.org), SIPC (www.sipc.org), and MCIB. These links are provided for your convenience only. We do not endorse, control, or assume responsibility for the content, privacy policies, or practices of any third-party websites. Your use of third-party websites is at your own risk.

Disclaimer of Warranties

THE SITE AND ALL CONTENT, MATERIALS, AND INFORMATION PROVIDED ON THE SITE ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED. TO THE FULLEST EXTENT PERMITTED BY LAW, TWELVE EAST ADVISORS DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, AND ACCURACY.

WE DO NOT WARRANT THAT THE SITE WILL BE UNINTERRUPTED, SECURE, OR ERROR-FREE, THAT DEFECTS WILL BE CORRECTED, OR THAT THE SITE OR THE SERVERS THAT MAKE IT AVAILABLE ARE FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS.

Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY LAW, TWELVE EAST ADVISORS, ITS FOUNDERS, EMPLOYEES, AGENTS, AND AFFILIATES SHALL NOT BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING OUT OF OR RELATED TO YOUR USE OF OR INABILITY TO USE THE SITE, INCLUDING BUT NOT LIMITED TO DAMAGES FOR LOSS OF PROFITS, GOODWILL, DATA, OR OTHER INTANGIBLE LOSSES, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

THIS LIMITATION APPLIES WHETHER THE DAMAGES ARISE FROM USE OR MISUSE OF THE SITE, RELIANCE ON INFORMATION PRESENTED ON THE SITE, INABILITY TO USE THE SITE, OR THE INTERRUPTION, SUSPENSION, OR TERMINATION OF THE SITE.

Indemnification

You agree to indemnify, defend, and hold harmless Twelve East Advisors, its founders, employees, agents, and affiliates from and against any and all claims, liabilities, damages, losses, and expenses, including reasonable attorneys' fees, arising out of or in connection with your use of the Site, your violation of these Terms, or your violation of any rights of another party.

Regulatory Matters

Twelve East Advisors operates in compliance with applicable federal and state regulations governing transaction advisory and securities activities. Securities-related activities are conducted through Metropolitan Capital Investment Banc (MCIB), member FINRA and SIPC.

Information about MCIB, including its background and disciplinary history, is available through FINRA's BrokerCheck at www.finra.org/brokercheck.

Nothing on the Site should be interpreted as an attempt to conduct securities business in any jurisdiction where Twelve East Advisors or MCIB is not properly registered or exempt from registration.

Privacy

Your use of the Site is also governed by our Privacy Policy, which is incorporated into these Terms by reference. Please review our Privacy Policy for information on how we collect, use, and protect your personal information.

Governing Law and Jurisdiction

These Terms are governed by and construed in accordance with the laws of the State of Illinois, without regard to its conflict of laws principles. Any legal action or proceeding arising out of or relating to these Terms or your use of the Site shall be brought exclusively in the federal or state courts located in Cook County, Illinois. You consent to the personal jurisdiction of such courts.

Modifications to Terms

We reserve the right to modify these Terms at any time. Any changes will be posted on this page with an updated effective date. Your continued use of the Site after any changes constitutes your acceptance of the revised Terms. We encourage you to review these Terms periodically.

Severability

If any provision of these Terms is found to be invalid, illegal, or unenforceable, the remaining provisions shall continue in full force and effect.

Waiver

Our failure to enforce any right or provision of these Terms shall not constitute a waiver of that right or provision.

Entire Agreement

These Terms, together with the Privacy Policy, constitute the entire agreement between you and Twelve East Advisors regarding your use of the Site and supersede all prior agreements and understandings, whether written or oral, regarding the same.

Contact Us

If you have questions about these Terms, please contact us at:

Twelve East Advisors Chicago, Illinois Email: inquiries@12eastadvisors.com

Securities offered through Metropolitan Capital Investment Banc (MCIB), member FINRA (www.finra.org) and SIPC (www.sipc.org). Twelve East Advisors and MCIB are not affiliated entities.