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Privacy Policy

Privacy Statement

Legacy Bridge Capital

At Legacy Bridge Capital, we understand that confidentiality and trust are the foundation of every client relationship. We are committed to protecting the privacy and security of the personal, financial, and business information entrusted to us.

Information We Collect

We may collect information necessary to evaluate financing opportunities and provide advisory services, including:

  • Business and personal contact information

  • Financial statements and tax information

  • Corporate formation and ownership documents

  • Banking and credit information

  • Operational and industry-related data

  • Information required by lenders, investors, and regulatory agencies

How We Use Your Information

The information you provide is used solely to:

  • Evaluate financing and capital placement opportunities

  • Prepare and present financing requests to qualified lending and investment partners

  • Conduct financial analysis and due diligence

  • Provide corporate finance consulting and advisory services

  • Comply with applicable legal, regulatory, and anti-money laundering requirements

Confidentiality

Legacy Bridge Capital maintains strict confidentiality regarding all client information. We do not sell, rent, or disclose confidential information to third parties except:

  • With your authorization;

  • To lenders, investors, financial institutions, legal counsel, or other professionals directly involved in your transaction;

  • When required by law, regulation, subpoena, or court order.

Data Security

We implement commercially reasonable administrative, technical, and physical safeguards to protect client information from unauthorized access, disclosure, alteration, or destruction. While no electronic transmission or storage system can be guaranteed to be completely secure, we continually strive to protect your information using industry best practices.

Information Retention

Client information is retained only for as long as necessary to fulfill our business obligations, comply with applicable laws and regulations, resolve disputes, and enforce contractual agreements.

Your Rights

You may request access to, correction of, or deletion of your personal information, subject to applicable legal and regulatory requirements. Requests may be submitted using the contact information below.

Third-Party Services

Our website may contain links to third-party websites or services. Legacy Bridge Capital is not responsible for the privacy practices or content of external websites.

Changes to This Privacy Statement

Legacy Bridge Capital reserves the right to update this Privacy Statement at any time. Any revisions will become effective upon posting to our website.

Legacy Bridge Capital

Commercial Finance • Equipment Financing • Business Loans • Working Capital • Real Estate Finance • Insurance Services

Dallas, TX | Calgary, AB

956-302-6611

Legacy Bridge  is NOT a Securities Dealer or Broker or Investment Adviser: We are a Private  Consultant .

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