Sell-side M&A
$25–250M
Sell-side M&A engagements with deal sizes of $25-250M
Middle-market investment banking
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.
Advisory focus
What can Fluential help you accomplish?
Fluential advises privately held businesses through sales, debt and equity raises, acquisitions, and complex situations that demand senior attention.
Debt
$10–250M
Raising or refinancing debt from $10-250M
Growth equity
$10–200M
Growth equity raises from $10-200M
- Expedited sell-side processes in response to inbound offers and other circumstances
- Financing, structuring and executing acquisitions and roll-ups
Why Fluential
Experience on both sides of the table
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.
Client perspective
Trusted counsel when the outcome matters
Client testimonial
“Since inception, Fluential has been part of Vino Vault’s core strategic team, integral to driving growth and ultimately consummating a successful sale. We simply could not have done it without their expert counsel, execution and tireless commitment to our success.”
Client testimonial
“Fluential helped us close the sale of the company to a terrific strategic buyer, and then advised us when that buyer was later sold to Goldman Sachs. Both transactions were a huge success, and we could not be happier with the advice, guidance and execution that the team at Fluential provided.”
Client testimonial
“[Fluential's] proactive approach, meticulous preparation, and unwavering dedication ensured a seamless process, generating a spectrum of opportunities and ultimately culminating in a successful trans…”
Client testimonial
“[Fluential's principals] have been instrumental in their advice, from capital raising to complex, strategic negotiations. They are experts, and completely dedicated to their clients.”
Client testimonial
“Fluential helped us close multiple financing rounds with the ideal strategic investor. They have been an essential part of our team since we started.”
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
Direct answers
Questions people ask
What does Fluential Partners do?
Fluential Partners is a Los Angeles–based boutique investment bank advising privately held middle-market companies on sell-side M&A, debt refinancing, and growth equity. Typical transaction sizes range from $10 million to $250 million.
What deal sizes does Fluential Partners advise on?
Fluential advises on sell-side M&A engagements of $25–250 million, debt raises or refinancings of $10–250 million, and growth equity raises of $10–200 million.
How do I contact Fluential Partners?
Call (424) 209-7272 or email contact@fluentialpartners.com. The firm’s main office is at 808 Wilshire Blvd., Suite 200, Santa Monica, CA 90401. Markets: Los Angeles | San Francisco.
Through which broker-dealer are securities offered?
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.