Overview & Acceptance
This page sets forth important legal, regulatory, and operational disclosures that apply to Fox Island Group, the services we provide, and your use of [WEBSITE_URL] (the “Site”). By accessing or using the Site, you acknowledge that you have read and understand these disclosures.
These disclosures are provided for general informational purposes only and do not create an attorney-client, advisory, fiduciary, or other professional relationship. To the extent any specific advice is sought, please contact Fox Island Group directly.
These disclosures may be updated from time to time without prior notice. The most current version is always available on this page, and the “Last updated” date above reflects the most recent revision.
Securities & Broker-Dealer Partnership
Securities-related transactions referenced on this Site — including investment banking services, sell-side and buy-side M&A advisory, growth capital placements, and recapitalizations — are offered through [BROKER_DEALER_LEGAL_NAME] (Thomas Capital Group), a registered broker-dealer and Member of FINRA and SIPC. Fox Island Group and Thomas Capital Group are separate and unaffiliated entities.
Certain personnel of Fox Island Group are registered representatives of Thomas Capital Group. A list of registered representatives, their registration status, and their employment history is available through FINRA BrokerCheck at brokercheck.finra.org or by searching for CRD# [CRD_NUMBER].
Information about SIPC, including the SIPC brochure, is available at www.sipc.org or by calling SIPC at [SIPC_PHONE].
Form CRS & Customer Relationship Summary
A copy of Thomas Capital Group’s Form CRS (Customer Relationship Summary) is available at [FORM_CRS_LINK] or upon request to [COMPLIANCE_EMAIL].
Strategic Partnerships
Fox Island Group maintains a strategic advisory partnership with [CROWN_GROWTH_LEGAL_NAME] (Crown Growth) focused on operational scaling, value creation, and exit-readiness advisory services for portfolio and client companies.
This relationship is contractual in nature and does not constitute a joint venture, partnership, or affiliation under applicable securities laws. The nature of any compensation, referral, or revenue-sharing arrangements between Fox Island Group and Crown Growth is disclosed at [PARTNERSHIP_DISCLOSURE_LINK], or upon written request.
Fox Island Group may, from time to time, enter into additional partnerships with third-party service providers, including legal, accounting, valuation, quality-of-earnings, and transaction-services firms. Any such relationships that are material to an engagement will be disclosed to the affected client in writing.
Regulatory Status & Jurisdictional Notice
Fox Island Group is organized under the laws of [STATE_OF_ORGANIZATION] and maintains its principal place of business at [PRINCIPAL_OFFICE_ADDRESS].
The information contained on this Site is intended for general informational purposes only and does not constitute:
- an offer to sell, or a solicitation of an offer to buy, any security or interest in any investment vehicle;
- legal, tax, accounting, investment, financial, or fiduciary advice; or
- a recommendation, endorsement, or sponsorship of any third party.
The services described on this Site are available only to persons in jurisdictions where Fox Island Group and Thomas Capital Group are duly registered, licensed, or otherwise authorized to do business. Nothing on this Site should be construed as a solicitation in any jurisdiction where such solicitation would be unlawful. A current list of jurisdictions in which Thomas Capital Group is registered is available at [STATE_REGISTRATIONS_LINK].
Past Performance & Forward-Looking Statements
Transactions described on this Site, including those listed on our Closed Transactions page, are representative of engagements led by Fox Island Group and its principals, including transactions completed under prior affiliations of those principals. Project codenames have been used in place of client identities to protect confidentiality.
Past performance is not indicative of, and provides no guarantee of, future results. Individual transactions may differ materially in size, structure, sector, and outcome from those depicted. No assurance can be given that any current or future engagement will achieve results comparable to those shown.
Certain statements contained on this Site may constitute “forward-looking statements” within the meaning of applicable securities laws. These statements may be identified by words such as “expect,” “intend,” “believe,” “anticipate,” and similar expressions. Forward-looking statements are based on current expectations, estimates, and projections about future events and are subject to risks, uncertainties, and assumptions that may cause actual outcomes to differ materially. Fox Island Group undertakes no obligation to update any forward-looking statements except as required by law.
Confidentiality & Conflicts of Interest
Fox Island Group treats all client and prospective-client information as strictly confidential. We maintain written policies and procedures designed to protect material non-public information and to prevent its misuse.
In the ordinary course of our business, conflicts of interest may arise between Fox Island Group, Thomas Capital Group, our clients, and other parties involved in a transaction — including, by way of example, situations in which the firm or its personnel may have a financial interest in the outcome of a transaction or a pre-existing relationship with a counterparty. Where such conflicts arise, we will identify and address them in accordance with applicable law, FINRA rules, and our internal policies.
A copy of our conflicts-of-interest disclosure brochure is available upon request to [COMPLIANCE_EMAIL].
Privacy & Data
Our collection, use, retention, and disclosure of personal information is governed by our Privacy Policy, available at [PRIVACY_POLICY_LINK]. By using this Site, you consent to the practices described in that policy.
This Site may use cookies, web beacons, and similar technologies for analytics, security, and to improve user experience. You may manage cookie preferences in your browser settings. For further information, please see our Cookie Notice at [COOKIE_NOTICE_LINK].
If you are a resident of a jurisdiction with applicable consumer privacy laws (including the European Economic Area, the United Kingdom, California, or other U.S. states with comprehensive privacy statutes), you may have additional rights with respect to your personal information. Please refer to the Privacy Policy for details on how to exercise those rights.
Terms of Use
Use of this Site is subject to the Terms of Use available at [TERMS_OF_USE_LINK]. Without limiting the foregoing:
- All content on this Site — including text, graphics, logos, images, the Fox Island Group running-fox mark, and the look and feel — is the property of Fox Island Group or its licensors and is protected by applicable intellectual property laws.
- You may not reproduce, distribute, modify, transmit, reuse, or repost any portion of the Site for any commercial purpose without our prior written consent.
- The Site is provided on an “as is” and “as available” basis, without warranties of any kind, express or implied, to the maximum extent permitted by applicable law.
Third-Party Content & Links
This Site may contain links to third-party websites or include content provided by third parties (including, without limitation, FINRA, SIPC, and broker-dealer disclosure portals). Such links and content are provided solely for convenience and reference. Fox Island Group does not control, endorse, or assume responsibility for the content, accuracy, completeness, or practices of any such third party.
Access to and use of any third-party site or service is at your own risk and subject to the terms and policies of the relevant third party.
Contact for Disclosure Inquiries
Questions or comments regarding these disclosures, including requests for additional information, copies of documents referenced above, or to exercise any rights you may have under applicable privacy laws, should be directed to:
Securities offered through Thomas Capital Group, Member FINRA / SIPC. Fox Island Group and Thomas Capital Group are separate and unaffiliated entities. © [YEAR] Fox Island Group. All rights reserved.