Disclosures

These disclosures apply to the Bracton Partners website and the statements made on it. They should be read together with our Terms of Use and Privacy Policy. Bracton Partners LLC (“Bracton Partners”) is a boutique mergers-and-acquisitions advisory firm based in Chicago, Illinois.

01General information only

All content on this website is provided for general informational purposes only, is not tailored to any person’s circumstances, and should not be relied upon as the basis for any decision. It does not create any advisory, fiduciary, or client relationship; an engagement with Bracton Partners arises only under a separate, signed written agreement.

02No offer or solicitation

Nothing on this website is an offer to sell, or a solicitation of an offer to buy, any security or interest in any company, fund, or investment, nor a recommendation with respect to any security or transaction. Any such offer or solicitation would be made only to qualified parties through appropriate documentation and, where applicable, through or in conjunction with appropriately registered or licensed parties.

03Regulatory status

Bracton Partners provides M&A advisory services in connection with the transfer of ownership of privately held companies, in reliance on the federal “M&A broker” exemption and applicable state law. Bracton Partners is not a registered broker-dealer, investment adviser, or member of FINRA or SIPC. Where a transaction involves activity requiring registration or a license, that activity is conducted through, or in conjunction with, appropriately registered or licensed parties. Nothing on this website should be construed as a representation that Bracton Partners is registered in any capacity in which it is not.

04No investment, legal, or tax advice

Bracton Partners does not provide investment, legal, tax, or accounting advice, and nothing on this website constitutes such advice. You should consult your own qualified attorney, accountant, and tax and financial advisers regarding your specific situation before making any decision.

05Confidentiality

M&A advisory is inherently confidential. Any discussion of a prospective or actual engagement is subject to confidentiality, and any transaction process is conducted with appropriate non-disclosure protections. References on this website to the firm’s work are general and do not disclose confidential client information.

06Principals’ experience and prior firms

Statements on this website describing the background, transactions, tenure, and credentials of the firm’s principals refer to their individual professional experience, including experience gained at firms other than Bracton Partners — among them Wasserstein Perella, Sandler O’Neill (now Piper Sandler), Trading Technologies, YCharts, and StockAlarm. Figures such as aggregate transaction volume reflect a principal’s career experience at such prior firms and do not represent transactions completed by Bracton Partners LLC, which is a newly formed firm. Prior-firm experience is described for informational purposes and does not imply that any prior employer or transaction counterparty endorses or is affiliated with Bracton Partners.

07Past results

Any references to prior transactions, outcomes, or experience are provided for illustrative purposes only. Past results are not a guarantee or indicator of future performance. Every engagement is different, and Bracton Partners does not guarantee any particular outcome, valuation, timeline, or that any transaction will be completed.

08Community and audience figures

References to a community or audience of founders and investors (for example, “285K+”) describe the aggregate reach of platforms and channels associated with the principals, including StockAlarm, and are provided as a general indication of network and distribution. Such figures are approximate, may change over time, and do not represent clients of Bracton Partners.

09Third-party names and marks

Company and product names, logos, and marks referenced on this website — including Wasserstein Perella, Sandler O’Neill, Piper Sandler, LLR Partners, Trading Technologies, YCharts, StockAlarm, Harvard University, the University of Chicago, Google, and LinkedIn — are the property of their respective owners and are used for identification and informational purposes only. Their use does not imply any affiliation with, sponsorship by, or endorsement by those parties.

10Forward-looking statements

Certain statements on this website may be forward-looking or aspirational in nature. They reflect current views and expectations, are subject to risks and uncertainties, and are not guarantees. Actual results and circumstances may differ materially.

11How to contact us