Frequently Asked Questions
What does Fluential Partners do?
Fluential Partners is a Los Angeles-based investment bank. We advise middle-market companies across the U.S. on mergers and acquisitions (including sell-side transactions and select buy-side acquisitions) and debt and equity capital raises.
What size companies do you work with?
Most of our M&A engagements involve companies with enterprise values between $25 million and $250 million. Our debt and equity capital raises typically range from $10 million to $350 million.
Who works on my transaction?
Our senior deal team is involved at every stage of a transaction, including all substantive discussions with clients and counterparties.
What industries do you cover?
We focus on technology (such as industrial technology, drones, and aerospace and defense), business services (including tech-enabled services, IT services, data analytics, and professional services), power and renewables (such as solar and data center project finance), and specialty finance.
When should I start planning a sale or capital raise?
Ideally six to twelve months in advance. That time allows us to prepare financial analysis, identify and address likely buyer concerns, and build relationships with probable buyers or investors before a process begins. We also help companies plan up to five years in advance, with the goal of preparing the company and its ownership and optimizing the chances and terms of an exit.
How is Fluential compensated?
The bulk of our compensation is based on successfully completing a transaction. Specific terms are set out in each engagement letter.
What is Fluential’s relationship with BA Securities?
Securities products and investment banking services are offered through BA Securities, LLC, member FINRA and SIPC. Fluential Partners, LLC and BA Securities, LLC are separate, unaffiliated entities.
How do I start a conversation?
Reach out to us via any of the ways listed on our Contact Us page and a senior banker will respond quickly.