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LEGAL & PRIVACY

Terms of Use

The conditions that apply when accessing and using the Graystone public website.

LAST UPDATED · SEPTEMBER 19, 2026

1. Acceptance and website purpose

By accessing this website, you agree to these Terms of Use and the Privacy Policy. The website provides general information about Graystone, its perspective, industries, transactions, opportunities, resources, and ways to request a conversation. If you do not agree, do not use the website.

2. No professional advice or engagement

Website content is provided for general informational purposes. It is not investment, legal, tax, accounting, valuation, financing, or other professional advice and should not be relied on as a recommendation or promise of a transaction outcome. Viewing the website or submitting a public form does not create an advisor-client, fiduciary, confidential, or other professional relationship. An engagement exists only under a separate written agreement.

3. Opportunities and transaction information

Opportunity summaries, transaction examples, market commentary, and financial or operating references may be incomplete, illustrative, dated, subject to change, or limited by confidentiality. Availability is not guaranteed. Qualified parties may be required to complete additional diligence, eligibility, confidentiality, and process steps before receiving information.

4. User submissions

You are responsible for the accuracy and lawfulness of information you submit. Do not transmit confidential transaction documents, trade secrets, personal identification numbers, payment information, malware, unlawful content, or information you do not have authority to share. Graystone may use submitted information to evaluate and respond to the request as described in the Privacy Policy.

5. Acceptable use

  • Do not interfere with the website, security controls, networks, or other visitors.
  • Do not attempt unauthorized access, scraping, automated extraction, reverse engineering, or introduction of malicious code.
  • Do not impersonate another person, misrepresent authority, or use the site for unlawful or misleading activity.
  • Do not reproduce or exploit site content beyond applicable law or written permission.

6. Intellectual property

The website design, text, graphics, marks, research names, and other content are owned by Graystone or used with permission and are protected by applicable intellectual-property laws. Limited personal or internal business viewing does not transfer ownership or grant a license to reuse Graystone branding, research, or content.

7. Third-party services

The website may link to or use third-party services. Graystone is not responsible for third-party content, availability, security, or terms. Access to those services is governed by the third party’s policies.

8. Disclaimers and limitation of liability

The website is provided on an “as available” basis to the extent permitted by law. Graystone does not warrant that content is complete, current, error-free, or continuously available. To the extent permitted by law, Graystone and its affiliates should not be liable for indirect, incidental, special, consequential, or punitive damages arising from website use. Final limitation language and any required exceptions should be confirmed by counsel.

9. Changes, governing law, and contact

Graystone may update the website and these terms. Continued use after revised terms are posted constitutes acceptance where permitted by law.