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Where We Help

Taking Chips Off the Table

Selling the company

Buying out partners

Leveraging assets/value

We Need Fuel to Grow

Raising capital

Acquisitions/Roll-ups

New divisions/ventures

We’re Against The Wall

Urgent liquidity needs

Strategic pivots

Debt due or in default

Tools

Snowy Mountain Peaks

M&A

  • Strategic and financial buyers

  • Unconventional buyers such as family offices and SPACs

  • Targeted and broad processes

  • JV's, mergers of equals, spin-offs, and other creative options

Hikers in Mountainous Landscape

Equity & Debt Financing

  • Equity, Debt & Hybrid Structures

  • Bridge Financing Where Needed

  • Commercial Financing

  • A Network that Includes a Broad Universe of Investors:

    • Alternative Funds​

    • Family Offices

    • Private Equity

    • Banks

    • Strategics (usual & unusual)​

Stoney River

Refinancing & Recapitalization

  • Refinancing debt that is maturing, in default or otherwise unsuitable in a given capital structure

  • Conversion of debt to equity

  • Rationalization of multiple equity classes

  • Simplification of the capital structure

Wild Nature

Creditor/Shareholder Negotiation

Advising on and facilitating negotiations among shareholders, creditors, and the company

Cliff Hiking

Strategic Initiatives

Our strategic advisory team regularly helps plan and execute key commercial initiatives, including the launch of new divisions or business lines, JV's, patent or trademark licenses, and joint marketing agreements, among others

Water Lake Landscape

Direct Investment

For select opportunities, our affiliates or partners may invest directly.  We identify these situation clearly in advance to protect against conflicts of interest.  We also may take a portion of our fees in the form of equity.

Industries

Industrial Building

Technology

Engineered Products

Industrial Tech

FinTech

Cleantech

Medical Device/Equipment

Modern Office Building

Business Services

Tech-enabled Services

Marketing Services

SaaS

HR-Related

Government Contracting

Escalators in a Shopping Mall

Consumer

Ecommerce 

CPG

Food & Beverage

Experiential

Glass Ceiling

Other

Internet & Digital Media

Telecom

Data Centers

Specialty Finance

Examples of Our Work

Nature Views
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Sale to Strategic Buyer

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Advisor to Seller

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Sale to Sponsor-Backed Strategic Buyer

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Advisor to Seller

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Equity & Earnout Buyout

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Advisor to Thinkwell

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Credit Refinancing

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Advisor to Borrower

Nature Views
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Sale to Sponsor-Backed Strategic Buyer

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Advisor to Seller

Confidential Borrower

Acquisition Credit Financing & Carve-Out Advisory

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Advisor to Buyer / Borrower

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Senior Unsecured Notes Debt with Warrants

El Faro Partners

Advisor to Borrower

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Equity Financing

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Advisor to Seller

Nature Views
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Acquisition of Sponsor-Backed Strategic Seller

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Advisor to Buyer

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Sale to Strategic Buyer

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Advisor to Seller

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Senior Secured Credit Facility

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Advisor to Borrower

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Demand Term Credit Facility

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Advisor to Borrower

Certain transactions may have been completed by the firm’s professionals at prior firms.

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Securities products and investment banking services are offered through BA Securities, LLC , Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W. Conshohocken, PA 19428. (P) 877-738-5841. Member FINRA and SIPC.

Fluential Partners, LLC and BA Securities, LLC are separate, unaffiliated entities.

©2020 Fluential Partners

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