Terms of Service
These Terms of Service (the "Terms") govern your access to and use of the Stonebranchloop website and any advisory materials we provide. By using our website or engaging our services, you agree to these Terms. If you are entering into a separate advisory engagement, the engagement agreement and any appended confidentiality or data processing addenda will take precedence for engagement-specific terms. Please read these Terms carefully before using our site or requesting services. If you do not agree, do not use the site or solicit services.
Scope and Services
Stonebranchloop provides strategic advisory and diagnostic services in capital allocation and related analytic outputs. Materials on this website are for general informational purposes and do not constitute investment, legal, tax, or accounting advice. Any engagement for advisory services is subject to a written engagement agreement which will specify scope, deliverables, fees, confidentiality obligations and limitations. We endeavor to present accurate information, but do not guarantee completeness or suitability for a specific purpose. For clients, deliverables are prepared under the terms of the applicable engagement where responsibility for implementation and decisions rests with the client. Our role is advisory; clients remain responsible for their own decisions and compliance with laws applicable to their operations.
Intellectual Property and Use Restrictions
All content, tools, templates, and materials on this website and delivered in advisory engagements are the intellectual property of Stonebranchloop or its licensors. You may view and download site content for your internal, non-commercial use only, provided you retain any copyright or other proprietary notices. You may not publish, reproduce, distribute, modify, or create derivative works from our content without our express written consent. For clients, the engagement agreement will define licensed use of deliverables, including whether materials are provided under license or assigned. Unauthorized use is strictly prohibited and may result in legal action. If you believe any content infringes upon your rights, contact us at [email protected] with sufficient detail for investigation.
Limitations of Liability and Disclaimers
To the fullest extent permitted by applicable law, Stonebranchloop and its affiliates disclaim all warranties, whether express, implied, statutory or otherwise, including implied warranties of merchantability, fitness for a particular purpose, and non-infringement. Our content and services are provided "as is" and "as available." We do not warrant that the site will be uninterrupted or error-free, nor that content is free of inaccuracies. In no event will Stonebranchloop be liable for indirect, incidental, special, consequential, punitive damages, or lost profits arising out of or relating to your use of the site or our advisory services, even if we have been advised of the possibility of such damages. For clients, liability caps and indemnities will be governed by the written engagement agreement between the parties. These limitations are essential to enable us to provide high-quality advisory services while managing risk.
Data, Confidentiality & Privacy
We maintain confidentiality protections for materials received in the course of advisory engagements consistent with engagement agreements. Our Privacy Policy located at /privacy/ describes how we collect and use personal data through the website and our contact processes. Public website form submissions and analytics are processed as described in the Privacy Policy. If your engagement requires special handling of confidential or sensitive information, we will document those requirements in the engagement agreement or a data processing addendum before any sensitive data is transferred.
Governing Law and Dispute Resolution
These Terms and any disputes arising from or related to the website or our advisory relationship shall be governed by the laws of the State of New York, United States, without regard to conflict of law rules. For commercial advisory engagements, the engagement agreement may specify alternative dispute resolution mechanisms. If no agreement is in place, disputes will be resolved in the courts located in New York County, New York. Nothing in these Terms restricts our right to seek injunctive or other equitable relief in any competent jurisdiction to protect intellectual property or confidential information.
Changes to Terms and Contact
We may update these Terms from time to time. Material changes will be posted on this page with a revised effective date. Continued use of the website or engagement with our services after posting constitutes acceptance of the modified Terms. For questions regarding these Terms or any legal matter, contact us: Stonebranchloop LLC, 1250 Broadway, Suite 300, New York, NY 10001, United States; phone +1 (212) 555-0199; email [email protected].
Effective date: January 1, 2026