Terms of Use and Privacy Policy

SMS Text Messaging Terms of Use and Privacy Policy

Effective Date: June 2025

These Terms & Conditions govern your use of Morgan & Westfield Inc.’s SMS Text Messaging Service (“Text Message Service”). By opting in, you agree to the following:

Definitions

“Opting In” means joining, signing up for, or otherwise agreeing to receive SMS messages.

“Text Message Service” refers to our use of SMS, MMS, or similar technologies to communicate with you.

1. Opt-In Method

Morgan & Westfield collects opt-in verbally during consultations and client onboarding. When you provide your mobile number, our representative informs you that by doing so, you consent to receive conversational SMS messages from us.

Message types may include:

• Scheduling confirmations or reminders
• Clarifications regarding M&A engagements
• Client service support
• Other person-to-person communications related to your engagement with Morgan & Westfield

By providing your number, you acknowledge and agree that:

• Message frequency varies depending on your interaction with us.
• Message and data rates may apply according to your carrier plan.
• You may reply HELP for support or STOP to unsubscribe at any time.

2. Opt-Out

You may opt out at any time by replying STOP, QUIT, END, CANCEL, or UNSUBSCRIBE to any message. After unsubscribing, you will receive one final confirmation message. No further SMS will be sent unless you opt in again.

3. Costs

Morgan & Westfield does not charge for this service, but your carrier’s standard message and data rates may apply.

4. Support

For support, reply HELP at any time, call us at (888) 693-7834, or email [email protected].

5. Privacy

We respect your privacy. We will not sell, rent, or share your mobile opt-in information with third parties for marketing or promotional use. See our full Privacy Policy for details on how we collect, use, and protect your data.

6. General Terms

This service is intended exclusively for person-to-person, non-promotional communication related to Morgan & Westfield’s services. Use of our services is subject to our full Terms & Conditions.

Text Messaging Privacy Policy

Morgan and Westfield Inc. values your privacy. Information collected through this SMS service will only be used to deliver messages and respond to you. We may share information with platform providers and carriers strictly for message delivery purposes.

We do not sell, rent, or share opt-in information with third parties for marketing or promotional use. No mobile opt-in data will be shared with third parties.

This policy supplements our general privacy policy linked below.

General Terms & Conditions

These Terms and Conditions govern your use of services provided by Morgan and Westfield Inc.

1. Services Provided

We provide mergers and acquisitions (M&A) advisory services, consultations, and business valuation support through our platform and communication channels, including SMS messaging.

2. Eligibility

By using our services, you confirm that you are over 18 years of age and authorized to engage on behalf of a business entity (if applicable).

3. Communication Consent

You consent to receive communications from us through email, phone, or SMS as necessary for the fulfillment of our services.

4. Intellectual Property

All materials, content, and services provided by us are protected under intellectual property laws and may not be reproduced without written consent.

5. Disclaimer of Warranties

Services are provided “as is” without warranty of any kind. We make no guarantees regarding outcomes or specific results.

6. Limitation of Liability

Morgan and Westfield Inc. is not liable for any indirect, incidental, or consequential damages related to your use of our services.

General Privacy Policy

At Morgan and Westfield Inc., we are committed to protecting your privacy. This policy outlines how we collect, use, and protect your information.

1. Information We Collect

We may collect your name, email address, phone number, and company details when you inquire or engage our services.

2. How We Use It

We use your information to respond to inquiries, provide services, improve our offerings, and communicate important updates.

3. Data Sharing

We do not sell, rent, or share opt-in information with third parties for marketing or promotional use. No mobile opt-in data will be shared with third parties.

4. Security

We use secure technologies and protocols to protect your information.

5. Your Rights

You may request access to, correction of, or deletion of your data by contacting us at [email protected].

Contact Us

Morgan and Westfield Inc.

300 Delaware Ave #210-710

Wilmington, Delaware 19801

Phone: (888) 693-7834

Email: [email protected]