Terms of Use

Terms of Use

Effective date: September 18, 2026
Last updated: September 18, 2026

1. Agreement to These Terms

These Terms of Use (“Terms”) govern your access to and use of xpertegic.com and any related pages, content, newsletters, podcasts, and materials we make available through the site (together, the “Site”).

The Site is operated by Xpertegic Inc. (“Xpertegic,” “we,” “us,” or “our”). Xpertegic Partners is a brand name used by Xpertegic Inc.

By accessing or using the Site, you agree to these Terms. If you do not agree, please do not use the Site.

2. The Site Is Not an Engagement

The Site describes our services. It does not create a client relationship, an engagement, or any obligation on our part to provide services to you.

Our services are provided only under a separate written agreement signed by both parties. Where such an agreement exists, it governs the services, fees, confidentiality, and all related terms.

These Terms apply only to your use of the Site and do not modify, supersede, or limit any signed agreement between you and Xpertegic.

3. No Professional, Investment, Legal, Tax, or Accounting Advice

Content on the Site is provided for general informational purposes only.

Xpertegic Inc. is not a registered broker-dealer, placement agent, or investment adviser. We are not a law firm and we are not an accounting firm.

Nothing on the Site constitutes:

  • investment advice or a recommendation to buy, sell, or hold any security or other financial instrument;

  • legal advice or an opinion on any legal matter;

  • tax advice or an opinion on any tax matter;

  • accounting, audit, or valuation advice, or a quality of earnings opinion; or

  • a solicitation, offer, or recommendation to enter into any transaction.

You should obtain advice from appropriately licensed professionals before acting on anything you read on the Site.

Do not act, or refrain from acting, based solely on Site content.

4. No Offer of Securities

Nothing on the Site constitutes an offer to sell, or a solicitation of an offer to buy, any security or interest in any fund, investment vehicle, company, or transaction.

Any such offer would be made only through appropriate definitive documents to eligible persons and in compliance with applicable law.

5. Case Studies, Insights, and Podcast Content

Our case studies, articles, newsletters, podcasts, and other educational content, including materials published under the Deal Alchemist name, are prepared from publicly available information.

Sources may include public company filings, regulatory filings, press releases, investor presentations, earnings calls, company websites, and published reporting.

We do not use confidential or non-public information in this content unless we have the legal right and appropriate authorization to do so.

Discussion of a company or transaction does not mean that Xpertegic advised on the transaction, was engaged by any party involved, or has any business relationship with any party discussed.

Any analysis, commentary, conclusions, or opinions represent our interpretation of available information. Such information may be incomplete, may change over time, or may later prove inaccurate.

References to third-party companies, transactions, publications, individuals, products, services, or trademarks are for identification, educational, and commentary purposes only. They do not imply endorsement, affiliation, sponsorship, or approval in either direction.

6. Forward-Looking Statements and No Guarantee of Results

Site content may include projections, estimates, expectations, forecasts, assumptions, or other forward-looking statements.

Forward-looking statements are inherently uncertain and depend on factors that may be outside our control.

Any description of prior experience, transaction results, integration results, cost savings, synergies, value creation, or other outcomes is not a prediction or guarantee of future results.

Past performance does not indicate or guarantee future performance.

Every acquisition, investment, company, and integration has its own facts, circumstances, risks, and outcomes.

7. Accuracy and Currency of Content

We aim to provide useful and accurate information, but we do not warrant that Site content is complete, accurate, current, or free from error.

Information may become outdated due to changes in companies, transactions, markets, regulations, management teams, financial information, or other circumstances.

We may update, correct, modify, or remove Site content at any time without notice.

We are not obligated to update any content, including content that has become outdated.

8. Intellectual Property

The Site and its content, including text, graphics, logos, photographs, illustrations, layouts, designs, audio, video, reports, case studies, frameworks, methodologies, presentations, downloads, and other materials, are owned by Xpertegic or our licensors and are protected by copyright, trademark, and other intellectual property laws.

Xpertegic, Xpertegic Partners, Deal Alchemist, and related names, logos, designs, and branding are trademarks, service marks, or intellectual property of Xpertegic Inc.

You may not use our names, trademarks, logos, or branding without our prior written permission.

You may view, download, or print Site content for your own internal, non-commercial reference.

You may freely share links to publicly available pages on the Site.

Except as expressly permitted in these Terms, no Site content may be copied, reproduced, republished, distributed, sold, licensed, modified, or used to create derivative works without our prior written permission.

All rights not expressly granted are reserved.

9. Restrictions on Use

You agree not to:

  • use the Site for any unlawful purpose or in violation of these Terms;

  • copy, reproduce, republish, distribute, sell, license, or create derivative works from Site content except as permitted under these Terms;

  • remove, obscure, or alter any copyright, trademark, attribution, or other proprietary notice;

  • use automated means, including scraping, crawling, harvesting, or data-extraction tools, to access or extract Site content except for legitimate search engines operating within the limits established by our robots.txt file;

  • use Site content to train, fine-tune, develop, test, or improve a machine learning or artificial intelligence model without our prior written consent;

  • attempt to gain unauthorized access to the Site, its servers, accounts, systems, or related infrastructure;

  • interfere with or disrupt the operation, security, performance, or availability of the Site;

  • introduce viruses, malicious code, or other harmful technology;

  • misrepresent your identity or affiliation; or

  • imply an affiliation, partnership, endorsement, sponsorship, or relationship with Xpertegic that does not exist.

10. Do Not Send Confidential Information Through the Site

Please do not submit confidential, proprietary, competitively sensitive, or non-public information through the Site, through forms on the Site, or through unsecured email.

Information you send to us through the Site is not automatically treated as confidential and is not subject to any non-disclosure obligation unless a separate confidentiality agreement has been signed by the appropriate parties.

Submitting information through the Site does not create a confidential relationship, fiduciary relationship, advisory relationship, or client relationship.

If you need to share confidential information relating to a company, acquisition, transaction, investment, or other matter, contact us first so that appropriate confidentiality terms and a secure method of communication can be established.

11. Submissions and Feedback

If you voluntarily provide comments, suggestions, ideas, recommendations, or other feedback relating to the Site or our services, you grant Xpertegic a non-exclusive, royalty-free, perpetual, irrevocable, worldwide license to use, reproduce, modify, develop, and incorporate that feedback for any lawful business purpose without obligation or compensation to you.

This section does not apply to information protected by a signed confidentiality agreement between you and Xpertegic.

12. Newsletter and Communications

If you subscribe to our newsletter, Deal Alchemist communications, or other communications, you consent to receive those communications at the email address or other contact information you provide.

You may unsubscribe from marketing communications at any time by using the unsubscribe link included in the applicable communication or by contacting us.

Information collected through subscriptions and communications is handled as described in our Privacy Policy.

13. Third-Party Links, Platforms, and Content

The Site may contain links to or embed third-party websites, applications, platforms, forms, scheduling tools, podcast platforms, email service providers, social media platforms, publications, or other third-party content.

We do not control these third parties and are not responsible for their:

  • content;

  • availability;

  • accuracy;

  • security;

  • products or services;

  • terms of use; or

  • privacy practices.

Your use of a third-party website or service is governed by that third party’s terms and privacy policies.

The inclusion of a third-party link, reference, or integration does not constitute an endorsement, partnership, sponsorship, or affiliation unless we expressly state otherwise.

14. Privacy

Our collection, use, and handling of personal information are described in our Privacy Policy, which is incorporated into these Terms by reference.

By using the Site, you acknowledge that you have reviewed our Privacy Policy.

15. Availability and Changes to the Site

We may modify, update, suspend, restrict, or discontinue the Site or any part of the Site at any time, with or without notice.

We do not guarantee that the Site, any feature, or any content will always be available.

We do not warrant that the Site will operate uninterrupted, securely, or free from errors.

16. Disclaimer of Warranties

THE SITE AND ALL CONTENT ARE PROVIDED “AS IS” AND “AS AVAILABLE,” WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED.

TO THE FULLEST EXTENT PERMITTED BY LAW, XPERTEGIC DISCLAIMS ALL WARRANTIES, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, ACCURACY, NON-INFRINGEMENT, AND ANY WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE.

WE DO NOT WARRANT THAT:

  • THE SITE WILL BE SECURE OR UNINTERRUPTED;

  • THE SITE OR CONTENT WILL BE ERROR-FREE;

  • DEFECTS WILL BE CORRECTED;

  • THE SITE OR ITS SERVERS WILL BE FREE FROM VIRUSES OR OTHER HARMFUL COMPONENTS; OR

  • INFORMATION AVAILABLE THROUGH THE SITE WILL BE COMPLETE, ACCURATE, CURRENT, OR SUITABLE FOR YOUR PARTICULAR PURPOSE.

Some jurisdictions do not allow the exclusion of certain warranties. Where applicable, some of the exclusions above may not apply to you.

17. Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY LAW, XPERTEGIC INC. AND ITS AFFILIATES, STOCKHOLDERS, DIRECTORS, OFFICERS, EMPLOYEES, CONTRACTORS, CONSULTANTS, REPRESENTATIVES, AND AGENTS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES.

THIS INCLUDES LOSS OF PROFITS, REVENUE, DATA, BUSINESS OPPORTUNITIES, GOODWILL, ANTICIPATED SAVINGS, OR OTHER ECONOMIC LOSS ARISING OUT OF OR RELATING TO:

  • YOUR ACCESS TO OR USE OF THE SITE;

  • YOUR INABILITY TO ACCESS OR USE THE SITE;

  • YOUR RELIANCE ON SITE CONTENT;

  • THIRD-PARTY CONTENT OR SERVICES; OR

  • THESE TERMS.

THIS LIMITATION APPLIES WHETHER THE CLAIM IS BASED ON CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY, OR ANY OTHER THEORY OF LIABILITY, EVEN IF XPERTEGIC HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

TO THE FULLEST EXTENT PERMITTED BY LAW, XPERTEGIC’S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THE SITE OR THESE TERMS WILL NOT EXCEED ONE HUNDRED U.S. DOLLARS ($100).

Nothing in these Terms excludes or limits liability that cannot lawfully be excluded or limited.

This section does not apply to liability arising under a separate signed services agreement between Xpertegic and a client. Any such liability is governed by the applicable agreement.

Some jurisdictions do not allow certain limitations of liability. Where applicable, some of these limitations may not apply to you.

18. Indemnification

To the fullest extent permitted by law, you agree to indemnify, defend, and hold harmless Xpertegic Inc. and its affiliates, stockholders, directors, officers, employees, contractors, consultants, representatives, and agents from and against claims, demands, liabilities, damages, judgments, losses, costs, and expenses, including reasonable attorneys’ fees, arising out of or relating to:

  • your use or misuse of the Site;

  • your violation of these Terms;

  • your violation of applicable law;

  • your infringement or violation of any third-party right; or

  • content or information you submit through the Site.

19. Governing Law and Dispute Resolution

These Terms and any dispute arising out of or relating to these Terms or the Site are governed by the laws of the State of Delaware, without regard to its conflict of laws principles.

You and Xpertegic agree that any legal action or proceeding arising out of or relating to these Terms or the Site will be brought exclusively in the appropriate state courts located in the State of Delaware or the United States District Court for the District of Delaware.

Each party consents to the personal jurisdiction of those courts and waives any objection based on venue or inconvenient forum to the fullest extent permitted by law.

Any claim arising out of or relating to these Terms or the Site must be brought within one (1) year after the claim arises, except where a longer period is required by applicable law.

20. Changes to These Terms

We may update these Terms from time to time.

When we make changes, we will revise the “Last updated” date at the top of these Terms.

The updated Terms become effective when posted on the Site unless we state otherwise.

Material changes may also be highlighted or communicated through the Site where appropriate.

Your continued use of the Site after updated Terms become effective constitutes your acceptance of the updated Terms.

We encourage you to review these Terms periodically.

21. General

Entire Agreement. These Terms, together with our Privacy Policy, constitute the entire agreement between you and Xpertegic regarding your use of the Site. They do not replace, amend, or affect any separate written agreement you have entered into with Xpertegic.

Severability. If any provision of these Terms is found to be invalid, illegal, or unenforceable, that provision will be limited, modified, or removed to the minimum extent necessary, and the remaining provisions will remain in full force and effect.

No Waiver. Our failure to enforce any provision of these Terms does not waive our right to enforce that provision or any other provision later.

Assignment. You may not assign or transfer these Terms without our prior written consent. We may assign or transfer these Terms in connection with a merger, acquisition, reorganization, financing, sale of assets, corporate restructuring, or similar transaction.

Headings. Section headings are provided for convenience only and do not affect the interpretation of these Terms.

Survival. Sections concerning intellectual property, restrictions on use, confidentiality, submissions, disclaimers, limitation of liability, indemnification, dispute resolution, and other provisions that by their nature should survive will remain effective after you stop using the Site.

22. Contact us

Questions about these Terms can be sent to:

You may also contact us by email at info@xpertegic.com