Legal
Privacy Policy
Last Updated: 10.Dec.2025
1. Introduction
Critical Services Group (“CSG,” “we,” “us,” or “our”) is an investment firm headquartered in Boston, Massachusetts. We acquire, operate, and support a portfolio of critical services companies, including but not limited to:
- Elevator installation and maintenance providers
- Internet service providers and broadband infrastructure operators
- Essential B2B operational services businesses
This Privacy Policy describes how we collect, use, disclose, and protect personal information when you interact with our website, our team, or our investment processes.
By accessing our website or communicating with us, you agree to the practices described in this Policy.
2. Information We Collect
2.1 Information You Provide Directly
We may collect personal information from:
- Investors, prospective investors, and advisors
- Representatives of acquisition targets
- Employees, job applicants, and service providers
- Users who contact us via forms, email, or phone
This may include:
- Name, email address, phone number, mailing address
- Company affiliation and job title
- Financial or accreditation details (for investor onboarding)
- Information provided during due diligence
- Any data voluntarily submitted through communications with us
2.2 Information Collected Automatically
When you visit our website, we may automatically collect:
- IP address and approximate geolocation
- Device and browser type
- Usage data (pages visited, time on site)
- Cookies and analytics data
This data helps us improve our website, monitor performance, and maintain security.
2.3 Information Collected Through Transactions & Fund Activities
In connection with evaluating or acquiring companies, we may receive business information that can include:
- Employee or contractor data (provided by the target company)
- Customer-level operational statistics (anonymized whenever possible)
- Regulatory or compliance documents
- Financial, operational, and legal records
This information is used solely for investment evaluation, operational oversight, or compliance.
3. How We Use Personal Information
We use collected information for purposes including:
Fund Management & Operations
- Evaluating investment opportunities
- Conducting acquisition due diligence
- Managing investor relationships
- Executing transactions and fund administration
- Communicating with investors
Compliance & Legal Obligations
- Anti-money laundering (AML) and investor verification
- SEC, state, and federal regulatory compliance
- Tax and audit documentation
Communications
- Responding to inquiries
- Providing updates and required notices
Website & Technical Purposes
- Improving site functionality and security
- Performing analytics
- Managing cookies and technical logs
We use personal information only when reasonably necessary for legitimate business purposes or to fulfill legal obligations.
4. How We Share Information
We do not sell personal information.
We may share data with:
- Fund administrators, accountants, and auditors
- Legal, tax, and compliance advisors
- Third-party service providers (IT, hosting, analytics)
- Portfolio companies when necessary for integration or oversight
- Regulators or government authorities when required by law
- Transaction counterparties, subject to confidentiality obligations
All service providers handling personal information on our behalf must maintain appropriate data protections.
5. Data Security
We use commercially reasonable technical and organizational measures to protect personal information from:
- Unauthorized access
- Loss or misuse
- Alteration or destruction
These measures include secure systems, controlled access, encrypted communications where appropriate, and ongoing vendor due diligence.
Despite these efforts, no method of transmission or storage is completely secure.
6. Data Retention
We retain personal information as long as necessary to:
- Fulfill the business purpose for which it was collected
- Meet legal, regulatory, and recordkeeping obligations
- Support audits, compliance, and financial reporting
Investor-related records may be retained for extended periods as required under applicable U.S. regulations.
7. Your Choices
While U.S. federal privacy laws do not provide the same individual rights frameworks as international regulations, you may request that we:
- Update or correct your personal information
- Limit the communications you receive from us
- Provide information about how your data is being used
We will make reasonable efforts to accommodate these requests where permitted by law and fund obligations.
8. Children’s Privacy
Our website and services are not intended for individuals under 16. We do not knowingly collect information from children. If we learn that we have inadvertently received such data, we will delete it promptly.
9. Changes to This Policy
We may revise this Privacy Policy periodically. The updated version will be posted on our website with the revised “Last Updated” date.
10. Contact Information
For privacy-related questions or requests, contact:
Critical Services Group