Meet Fluential
TM
Fluential is a close-knit team with complementary expertise and skillsets. We decided to join forces after working together and finding that we got along well, even under pressure, and shared the same philosophy on how to take care of our clients and treat people in general.
We have closed deals under challenging circumstances…but are also experienced operators, board members, and investors. We believe this combination makes us a good team to have in your corner when the stakes are high.
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Nearly all of our engagements come from people who know us well – our clients, their trusted advisors, and other professionals and colleagues we have worked with.
What Makes Us Different
1
Entrepreneurs at Our Core
We are builders who relish challenges and complexity. We know that every deal is hard but worth the effort.
2
With a Full Set of Tools
(Not Just a Hammer) We pursue creative solutions and structures and a unique pool of partners and investors. We are not just another sell-side advisor.
3
We Know Business from the Inside
We have spent our careers as executives, board members, and investors. We’ve seen a lot… and are always learning.
4
Our Foundation is Understanding
We strive truly to understand clients’ objectives and business dynamics, as well as investors’ motivations and constraints. It drives our advice and plan of attack.
5
We Are In It for the Long Term
We want to make our clients’ businesses better and be a long-term trusted advisor, rather than just close one deal.
6
Relationships Matter
Our clients come from personal recommendations and often end up friends. Our integrity is paramount and helps make us effective.
7
Tenacity & Persistence
We believe that success depends on relentless pursuit of your goals, constant evaluation, and course correction whenever necessary.