An investment bank for leading middle-market companies
Award-winning senior advisors bring creativity, persistence, and an entrepreneurial mindset
to close transformative M&A and financing transactions
Equity & Earnout Buyout
Advisor to Thinkwell
Credit Refinancing
Advisor to Borrower
Bridge Financing
Utility-Scale Solar Project
Advisor to Borrower
Illustrative Transactions
2025 Investment Banker of the Year
Los Angeles Business Journal
Sale to Sponsor-Backed Strategic Buyer
Advisor to Seller
Advisory Services
Senior-led advice on M&A and debt and equity financing.
Mergers & Acquisitions
$25-250M
Sell-side, inbound-offers, recaps, and select buy-side advisory, with senior involvement from preparation through closing.
Debt Capital Raises
$10-250M
Senior, unitranche, subordinated, unsecured and bespoke credit for growth, acquisitions, refinancings and complex situations.
Equity Financing
$10-250M
Growth equity, secondary sales and hybrid structures tailored to each company, investor and transaction.
Why Fluential?
Operator DNA
Experience as entrepreneurs, executives, board members, and fund managers — not just advisors.
Senior-led execution
Direct partner involvement on every deal from start to finish.
Relentlessness
Creativity and tenacity to navigate complex situations and get difficult deals across the finish line.
The above testimonials may not be representative of the experience of other clients and should not be construed as a guarantee of future performance or success