Disclaimer

No advice

The content of this website, our briefings, our podcast and our AI concierge is general information about transactions and markets. It is not investment, legal, tax, accounting or other professional advice, and it does not take account of your circumstances. Take independent advice from appropriately qualified and, where required, regulated advisers before acting.

No offer or solicitation

Nothing on this website is an offer, invitation, inducement or solicitation to buy, sell, subscribe for or underwrite any security, financial instrument or investment, or to engage in any investment activity. Any transaction is subject to signed documentation, due diligence and applicable law.

United Kingdom: financial promotion

Smarter Mergers is not authorised or regulated by the Financial Conduct Authority (FCA). This website is not a financial promotion and has not been approved by an FCA-authorised person for the purposes of section 21 of the Financial Services and Markets Act 2000. Where a transaction involves regulated activity in the UK, it will be carried out by, or with the approval of, an appropriately authorised firm, and any material will be directed only at persons to whom it may lawfully be communicated, such as investment professionals, certified or self-certified high-net-worth or sophisticated investors, as applicable.

United States

Smarter Mergers is not a registered broker-dealer or investment adviser. Where a transaction requires a registered broker-dealer, securities activity will be conducted through an appropriately registered firm. Nothing here is an offer of securities in any jurisdiction where such an offer would be unlawful.

Other jurisdictions

Transactions involving the Gulf, Pakistan and other jurisdictions are subject to local law and regulation. Our representation in South Asia by The Smarter Enterprises is on the basis described on our South Asia page. We do not take deposits or lend.

AI tools

Aurelia, our concierge, and Monty Sterling, our podcast host, are AI systems and are always disclosed as such. They do not give advice, make decisions, quote fees or terms, or promise any outcome. People on our team review every case.

Market data

Market data ribbons are provided by TradingView. Data may be delayed, incomplete or inaccurate, and is for information only. Do not rely on it for trading or investment decisions.

Forward-looking statements and accuracy

Past transactions are no guide to future results. While we take care over the accuracy of this website, we do not guarantee that any information is complete, accurate or current. To the extent permitted by law, we accept no liability for any loss arising from reliance on it.

Fraud warning

We never request payment by chat, voice or email, and never without a signed agreement. If anyone asks you to pay money in our name, contact our London or Washington DC office to verify before doing anything.