Terms of Service
As of NOVEMBER, 1, 2025
This website (the “Site”) is owned and operated by Beach Tree Capital LLC (“Beach Tree Capital,” “Beach Tree,” “we,” “us,” or “our”), a Delaware corporation authorized to conduct business in the States of Florida and California. By accessing or using this Site, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service (the “Terms”). If you do not agree with these Terms, you must discontinue use of the Site immediately.
The materials and information available on this Site are provided solely for general informational purposes. Nothing contained herein constitutes, and should not be construed as, an offer or solicitation to sell or a recommendation to buy any securities, financial instruments, or investment products. The content of this Site also does not constitute investment, legal, tax, or accounting advice, nor does it represent an offer to provide investment banking or advisory services in any jurisdiction where Beach Tree Capital is not licensed or otherwise authorized to do so. Your access to this Site, or your communication with us through it, does not create an advisory, fiduciary, client, or professional relationship between you and Beach Tree Capital. Any formal engagement with Beach Tree Capital will be governed by a separate written agreement executed by duly authorized representatives of the firm and the client.
Beach Tree Capital is a full-service, technology-enabled investment bank serving lower middle-market and middle-market clients. The firm is organized under the laws of the State of Delaware and authorized to operate in the States of Florida and California. Beach Tree Capital expects to become a registered broker-dealer with the Financial Industry Regulatory Authority (FINRA) and the U.S. Securities and Exchange Commission (SEC) by Q1 2026. Certain services referenced on this Site are subject to such licensure and regulatory approval and will only be offered in compliance with all applicable federal and state securities laws, FINRA regulations, and other governing requirements. Until such registration is complete, Beach Tree Capital does not conduct securities transactions or provide investment banking services requiring broker-dealer registration.
All content appearing on this Site, including without limitation all text, graphics, images, designs, data compilations, software, logos, and trademarks (collectively, the “Content”), is the property of Beach Tree Capital or its licensors and is protected by United States and international copyright, trademark, and intellectual property laws. You may access and use the Content solely for your personal, non-commercial informational purposes, provided that you do not modify, reproduce, distribute, or otherwise exploit the Content without the prior written consent of Beach Tree Capital. Unauthorized use of any material on this Site may violate intellectual property laws and is strictly prohibited.
This Site may contain links to third-party websites or online resources for convenience and reference. Beach Tree Capital has no control over, and assumes no responsibility for, the content, privacy practices, or accuracy of information contained on those third-party sites. The inclusion of any link does not imply any endorsement, approval, or affiliation by Beach Tree Capital. You access any linked website at your own risk and should review the terms and privacy policies applicable to those websites before use.
The information presented on this Site is believed to be reliable at the time of publication, but Beach Tree Capital does not warrant or represent that the Content is accurate, complete, current, or error-free. The Site and all materials contained herein are provided on an “as is” and “as available” basis without any warranty of any kind, either express or implied. To the fullest extent permitted by law, Beach Tree Capital disclaims all warranties, including but not limited to implied warranties of merchantability, fitness for a particular purpose, and non-infringement. Beach Tree Capital does not guarantee that access to the Site will be uninterrupted, timely, or secure, or that any defects or inaccuracies will be corrected.
In no event shall Beach Tree Capital, its affiliates, officers, directors, employees, agents, or representatives be liable for any direct, indirect, incidental, consequential, special, or punitive damages arising out of or relating to your use of or inability to use the Site or its Content, even if Beach Tree Capital has been advised of the possibility of such damages. Your sole and exclusive remedy for dissatisfaction with the Site or its Content is to discontinue use of the Site. Certain jurisdictions do not allow limitations on implied warranties or liability for incidental or consequential damages, so these limitations may not apply to you in full.
You agree to indemnify and hold harmless Beach Tree Capital, its affiliates, and their respective officers, directors, employees, and agents from and against any and all claims, liabilities, damages, losses, or expenses (including reasonable attorneys’ fees) arising from or related to your use of the Site or your violation of these Terms or applicable law.
Your use of the Site is also governed by our Privacy Policy, which describes how we collect, use, and protect personal information. By using the Site, you consent to the data practices described in that policy.
Beach Tree Capital reserves the right, at its sole discretion and without notice, to modify, suspend, or discontinue any aspect of the Site, including any Content or feature, and to revise these Terms at any time. Any updates will be effective immediately upon posting, and your continued use of the Site after such changes constitutes your acceptance of the revised Terms.
These Terms and any dispute arising out of or relating to them shall be governed by and construed in accordance with the laws of the State of Delaware, without giving effect to any choice or conflict of law provision. To the extent permitted by applicable law, you agree that any legal action or proceeding arising from or relating to these Terms or your use of the Site shall be brought exclusively in the state or federal courts located in New York County, New York, and you consent to the personal jurisdiction of those courts. Notwithstanding the foregoing, Beach Tree Capital retains the right to bring legal proceedings in any jurisdiction where we believe that violation of these Terms is occurring or has originated.
If any provision of these Terms is held invalid, illegal, or unenforceable, such provision shall be enforced to the maximum extent permissible, and the remaining provisions shall remain in full force and effect. No waiver of any provision of these Terms shall be deemed a further or continuing waiver of such provision or any other term herein.
For any questions or concerns regarding these Terms or the Site, please contact us at:
Beach Tree Capital LLC
Email: info@beachtreecapital.us
Website: www.beachtreecapital.us