A unique and exclusive financial advisory firm that helps clients succeed in a complex, high-touch environment.
Together, we work to ensure that your business objectives match your personal goals. Our services are developed from your perspective, and each plan is tailored to your individual or family’s needs.
Our Philosophies
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We work with a select group of family-owned and closely-held businesses.
Audientis understands that managing wealth and navigating new ventures can be both exciting and complex. As a boutique family office and advisory firm, we offer more than just traditional financial services. We partner with a select group of high-net-worth individuals and families to provide personalized support that goes beyond asset management.
Our focus is on helping you successfully transition into new industries or investments by handling the entire lifecycle—from structuring and business development to capital sourcing and operational execution. We take pride in offering a broad range of expertise, including Risk Management, Estate Planning, Gift & Trust Planning, Asset Protection, Business Valuation, and Strategic Philanthropy, among others.
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Learning by Listening: Our Principles
Audientis centers its core principles around the philosophy of Learning by Listening. Our team understands that each client has ever-changing and unique objectives, which is why we believe that critical listening is key when providing impartial and exceptional advisory services.
Distinguished Boutique Investments
By keeping our number of clients small, Audientis remains agile and can establish unique and personal relationships with its clients, not afforded by larger firms.
Trustworthy Client Relationships
Owner and management objectives are top priority; the right deal with the right party at the right time.
Complete Transparency
We guarantee our clients full transparency in engagements and make a commitment towards putting our clients first.
Strategic Philanthropy
Your family’s legacy is one of your most valuable assets, and the successful transfer of wealth and values from one generation to the next requires expert planning that we provide to all our clients.
Bill Pergolini
Bill Pergolini has more than 25 years of experience in the investment, securities and commercial real estate markets.
Bill started his financial services career with Cigna Financial Advisors, where he served as a registered representative. He provided financial advice to the owners of closely-held private businesses. Bill was also one of the original members of CCG Advisors, a leading financial consulting firm.
Since founding Audientis in 2003, Bill has worked with some of the wealthiest individuals and families in the Southeast. His expertise includes working with high net worth individuals and families in tax planning, business succession planning, business portfolio management and personal investment strategies. He has also served as a principal in capital and commercial development, real estate syndication, and bankruptcy restructuring and management.
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Sydney Pinta
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Sydney Pinta is a highly skilled executive with a wealth of industry experience, boasting a robust professional network of executives. Throughout her career, she has consistently delivered on projects, focusing on bringing ongoing and significant value to her companies, clients, and the teams she leads. Sydney's extensive expertise across sales, management, and customer relations processes has provided her with a deep understanding of the entire revenue lifecycle. She excels at minimizing time spent in each stage while maximizing the deal and revenue potential for her company. Sydney's ability to perceive the holistic vision of her clients, their businesses, and their motivations has been a key factor in her success.
Dominique Mathis
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Dominique Mathis serves as the Chief Operating Officer of Audientis, LLC, bringing over a decade of extensive experience in financial planning and analysis, private equity, and real estate.
Dominique began his finance career at Dominion Virginia Power, where he gained valuable exposure to corporate finance and cost accounting. His passion for finance led him to pursue advanced studies, and during his graduate program, he joined Audientis as an intern. His exceptional skills and dedication quickly earned him increased responsibilities, transitioning into a full-time analyst role upon graduation. During his initial tenure at Audientis, Dominique led several key M&A transactions, capital raises, financial modeling, and business planning initiatives.
In 2020, Dominique transitioned back to corporate finance, focusing on the utilities and real estate sectors, before making his return to Audientis in 2023 as the Chief Operating Officer. His leadership and strategic vision are instrumental in driving the company’s growth and operational excellence.
Dominique holds a Bachelor of Business Administration in Accounting from Howard University, a Master of Business Administration, and a Master of Real Estate Development from the Georgia Institute of Technology.
Let’s work together
We understand that balancing the day-to-day responsibilities of running a business can sometimes leave little room for comprehensive planning. With our help, you can safeguard your financial future and ensure your legacy continues to thrive across generations.
