Privacy Policy

Last Revised: October 2, 2026

This Website Privacy Policy explains how Mercer Capital Management, Inc. ("Mercer Capital," "we," "us," or "our") collects, uses, discloses, stores, and otherwise processes personal information when you visit or interact with our public website and related online services.

This Policy applies to information collected through our website, including content downloads, subscription forms, newsletter and blog sign-ups, book purchases, online payments, and other website interactions.

This Policy does not apply to information collected in connection with client engagements, employment-related matters, or other non-website business relationships. Separate agreements or notices may apply to those relationships, and if a separate agreement or notice conflicts with this Policy, that separate agreement or notice will control.

By visiting or using our website, you acknowledge that you have read this Policy. We may update this Policy from time to time, and the "Last Revised" date above will indicate when it was most recently changed.

1. Information We Collect

Information you provide to us

Name, business email address, company name, telephone number, and mailing or shipping address;

• Newsletter, blog, publication, or content preferences;

• professional information such as employer, role, industry, designation, or business interests;

• Transaction information such as products purchased, payment status, billing or shipping information, and related records;

• Communications and other information you choose to provide; and

• Information submitted through forms or messages on our website.

Website subscription and transaction information. When you subscribe to a newsletter or blog, we may collect your name, email address, company name, and selected preferences. If you purchase a book or other item through the website, we may collect limited transaction information needed to process, confirm, and document the purchase. We may also receive certain information from payment providers to help complete or record the transaction.

Information collected automatically

IP address, browser type and version, device type, operating system, and approximate location derived from your IP address;

• Pages viewed, links selected, referring website or page, access dates and times, and website interactions;

• Form-submission, subscription, and conversion activity; and

• Technical information that helps us operate, secure, and improve the website.

Analytics and tag management. We use Google Analytics 4 and Google Tag Manager to understand how visitors use the website and to measure form submissions and similar website activity. We do not use Google Signals, remarketing audiences, demographic or interest reporting, or Google ad personalization. Our Google Analytics event-data retention setting is currently two months.

Cookies and similar technologies

We and our service providers use cookies, pixels, tags, and similar technologies to operate the website, remember your preferences, understand website traffic and usage, measure communications, and support embedded media and social-sharing features. Cookiebot is used to present cookie choices and manage consent preferences.

You may change your cookie preferences using the website's Cookie Settings control. You may also configure your browser to block or delete cookies. Disabling cookies may affect some website features. Where required by applicable law, we recognize valid browser-based preference signals such as Global Privacy Control.

Email tracking

We may use Salesforce Marketing Cloud to send newsletters, blogs, and other email communications. These emails may contain pixels or tracked links that indicate whether an email was opened or a link was selected.

Information from other sources

We may receive personal information from clients and prospective clients, referral sources, business partners, professional advisers, publicly available business and professional sources, payment and transaction providers, and other service providers. We may combine that information with information collected directly from you.

Information we derive

We may derive information or draw reasonable inferences from the information we collect. For example, we may infer your professional or content interests from the newsletters or blogs you select.

2. How We Use Personal Information

• Provide the publications, products, information, or services you request;

• Administer subscriptions and communication preferences;

• Respond to questions, comments, and requests;

• Manage client, prospect, vendor, and professional relationships;

• Evaluate, establish, and perform professional engagements;

• Process purchases, payments, shipping, refunds, and transaction records;

• Send newsletters, blogs, articles, and other professional communications;

• Monitor and analyze website and communication activity;

• Maintain, improve, and secure our website and services;

• Identify and correct errors;

• Detect, investigate, and prevent fraud, security incidents, and unlawful activity;

• Protect the rights, property, and safety of Mercer Capital, our personnel, our clients, and others;

• Comply with legal, regulatory, professional, tax, accounting, and recordkeeping obligations; and

• Establish, exercise, or defend legal claims.

Where applicable law requires a legal basis for processing, we may process personal information based on performance of a contract, our legitimate interests, compliance with a legal obligation, your consent, or another basis permitted by law.

3. When We Share Personal Information

We may disclose personal information to service providers and other third parties that help us operate our website and business. These may include providers of website hosting, analytics, tag management, cookie consent management, customer relationship management, email communications, payment processing, media embedding, social-sharing, security, and fraud-prevention services.

• Service providers performing services on our behalf and subject to contractual restrictions;

• Courts, regulators, law enforcement authorities, public authorities, or others when required or permitted by law;

• Parties to a merger, acquisition, financing, reorganization, sale of assets, or similar business transaction, subject to confidentiality obligations consistent with this Policy;

• Persons or entities when we believe disclosure is necessary to protect our rights, property, security, personnel, clients, or others;

• Parties involved in investigating or preventing fraud, misuse, security incidents, or unlawful activity; and

• Others with your consent or at your direction.

We may also disclose aggregated or de-identified information that cannot reasonably be used to identify you.

We do not sell personal information for money, and we do not share personal information for cross-context behavioral advertising. We do not currently use Google Ads, remarketing audiences, Google Signals, LinkedIn Insight Tag, Meta Pixel, Microsoft Advertising, Hotjar, chat tools, webinar platforms, or Cloudflare.

4. Your Privacy Choices and Rights

Marketing communications

You may opt out of promotional communications by following the unsubscribe instructions in those communications. If you opt out, we may retain limited information necessary to honor your request. We may still send non-promotional communications concerning an active engagement, transaction, request, or business relationship.

Cookie choices

You may manage nonessential cookies using the Cookie Settings control on our website. Most browsers also allow you to remove or reject cookies. Removing or rejecting cookies may affect the availability or operation of some website features.

Global Privacy Control

Where required by applicable law, we will recognize a valid browser-based opt-out preference signal, such as Global Privacy Control, as a request to opt out of the sharing of personal information or targeted advertising for the browser or device sending the signal.

Request rights

Depending on your location and applicable law, you may have the right to request access to the personal information we maintain about you, receive information about how we collect, use, and disclose it, correct inaccurate personal information, delete certain personal information, receive certain information in a portable format, object to or restrict certain processing, withdraw consent, opt out of marketing communications, opt out of the sharing of personal information or targeted communications, or appeal the denial of a privacy request.

These rights are subject to applicable exceptions and limitations. We may request information reasonably necessary to verify your identity and locate the relevant records. If you use an authorized agent, we may request proof that the agent is authorized to act for you and may ask you to verify your identity directly with us. We will not unlawfully discriminate against you for exercising a privacy right.

5. California Privacy Information

This section provides additional information for California residents. Some rights described below apply only if Mercer Capital is subject to the California Consumer Privacy Act, as amended by the California Privacy Rights Act.

Categories of personal information

• Identifiers, such as name, email address, company name, IP address, and cookie identifiers;

• Customer-record information, such as contact, billing, shipping, and transaction information;

• Commercial information, such as products purchased and publication selections;

• Internet or electronic-network activity, such as pages viewed, browser information, referral information, and email interactions;

• Approximate geolocation, such as general location inferred from an IP address;

• Professional or employment-related information, such as employer, role, industry, or professional designation; and

• Inferences, such as likely professional or publication interests.

Categories of recipients

• Cloud, hosting, and information-technology providers;

• CRM and email-marketing providers;

• Analytics and tag-management providers;

• Cookie-consent providers;

• Payment and transaction providers;

• Professional advisers;

• Security and fraud-prevention providers;

• Clients and engagement-related recipients where appropriate; and

• Governmental, regulatory, or legal authorities where required or permitted.

Sale and sharing

Mercer Capital does not sell personal information and does not share personal information for cross-context behavioral advertising. Mercer Capital does not knowingly sell or share personal information relating to individuals under 16. Mercer Capital does not currently use Google Ads, remarketing audiences, Google Signals, LinkedIn Insight Tag, Meta Pixel, Microsoft Advertising, or similar advertising tools.

California rights

Where the CCPA applies, California residents may have the right to request information about the personal information we collect, use, and disclose; request access to specific pieces of personal information; request correction of inaccurate information; request deletion of certain information; request a portable copy of certain information; opt out of the sale or sharing of personal information; limit certain uses or disclosures of sensitive personal information; and receive equal service without unlawful discrimination for exercising a privacy right.

To exercise these rights, please use the contact information in Section 10.

California Shine the Light. California residents may request information concerning certain disclosures of personal information to third parties for those third parties’ own direct-marketing purposes. Mercer Capital does not disclose personal information to third parties for their independent direct-marketing use.

6. Data Retention

We retain personal information for as long as reasonably necessary to carry out the purposes for which it was collected and for legitimate legal, regulatory, professional, accounting, security, and business purposes.

Mercer Capital generally retains subscriber records while a subscription remains active, client records while the client relationship remains active, and limited suppression records after an email opt-out.

The precise retention period may depend on the nature of the information, the relationship involved, applicable law, professional requirements, limitation periods, legal holds, and security needs.

7. Data Security

We use administrative, technical, and physical safeguards designed to protect personal information. However, no method of transmission over the internet or method of electronic storage is completely secure, and we cannot guarantee absolute security.

8. Individuals in the EEA, the United Kingdom, and Similar Jurisdictions

If you are located in the European Economic Area or the United Kingdom and applicable data-protection law applies to our processing, you may have additional rights and protections.

Legal bases for processing

• Performance of a contract or steps requested before entering into a contract;

• Our legitimate interests in operating our business, providing professional services, managing relationships, improving our website, and protecting our rights and systems;

• Compliance with a legal obligation;

• Your consent; and

• Another legal basis permitted by applicable law.

Privacy rights

• Access personal information;

• Correct inaccurate or incomplete information;

• Request erasure;

• Restrict processing;

• Object to processing based on legitimate interests;

• Object to direct marketing;

• Receive qualifying information in a portable format; and

• Lodge a complaint with a competent data-protection authority.

You may withdraw consent at any time. Withdrawal does not affect processing that occurred lawfully before consent was withdrawn. Mercer Capital is based in the United States, and personal information may be processed in the United States and in other countries where our service providers operate. Where applicable law requires an international-transfer safeguard, we will use a legally recognized mechanism. Mercer Capital has not appointed a Data Protection Officer or an EU or UK representative.

9. Children's Privacy

Our website and services are directed primarily to business and professional audiences and are not intended for children under 13. We do not knowingly collect personal information directly from children under 13 through the public website. If you believe a child has provided personal information to us inappropriately, please contact us using the information below.

10. Changes to This Privacy Policy

We may update this Policy from time to time. If we make material changes, we will revise the "Last Revised" date above and may provide additional notice when required by law.

11. Contact Us

If you have questions, comments, complaints, or privacy requests, please contact:

Mercer Capital Management, Inc.
Attention: Lisa Doble
5100 Poplar Avenue, Suite 2600
Memphis, Tennessee 38137
Telephone: 901.685.2120
Email: doblel@mercercapital.com