The New Ecosystem
for the Private Capital Markets

A single platform for Compliance, Network, & Deal Intelligence

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Trusted by 360+ leading financial institutions

Solutions for Bankers

Regulatory Affiliation & Compliance

Make compliance a competitive advantage for your firm

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Deal Network

Access a curated network of opportunities suited to your expertise

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Workflow Automation

Move at the speed of the deal with AI-powered workflows and tooling

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Finalis Makes Firms

Safer

Reduce risk and regulatory burden with Finalis’s FINRA-compliant registered broker-dealer services, automated oversight, and always-on support.

0 Regulatory Disclosures

SOC 2 Type 2 certification

Registered in all 50 states & 2 US territories

Fully compliant electronic recordkeeping

More info

Faster

Move through compliance processes with speed and confidence. Close deals with less friction.

Average Finalis Deal Lifecycle

20% faster

Industry

12 months

Finalis

9.75 months

From engagement letter to close

Smarter

Leverage comprehensive industry data, centralized workflows, and real-time visibility to make better decisions.

Data from across

$227B+

in active and closed transactions volume across 1,450+ deals

More Profitable

Cut operational complexity and cost while finding new origination sources and connecting with the best counterparties for your deals.

Deal Flow

Capital Access

Collaboration

Finalis Members

0 Regulatory Disclosures

SOC 2 Type 2 certification

Registered in all 50 states & 2 US territories

Fully compliant electronic recordkeeping

More info

Average Finalis Deal Lifecycle

20% faster

Industry

12 months

Finalis

9.75 months

From engagement letter to close

Data from across

$227B+

in active and closed transactions volume across 1,450+ deals

Deal Flow

Capital Access

Collaboration

Finalis Members

The Finalis Ecosystem

Transforming private capital markets into an ecosystem that is efficient, automated, and data-driven.

For Bankers

Demand more from your broker-dealer affiliation

For Investors

Access proprietary deal flow and acquisition opportunities vetted by experienced bankers

For Issuers

Raise capital or execute a successful exit with the right partner by your side

"Finalis allows me to assemble the best expert working teams to meet my clients’ various investment banking needs on a global basis."

Yixin (Shing) Pan

XTVue, Inc.

"I have already connected with several bankers to collaborate on deals which greatly improves the timing and outcome. I look forward to interactions through this portal!"

Dale Sizemore

ConCap Global, LLC

"Great collaboration with other affiliates to represent a formidable team."

Jeb J. Altonaga

Clearglass Capital Partners

"Finalis looks for ways to partner with us above and beyond the standard broker/dealer partnership."

Testimonio N/A 2

Carlsquare

"A well needed change in the broker-dealer space."

Testimonio N/A 1

Peak

"There is real power in this model. I believe networking is one of the most important advantages of Finalis."

Christopher McGhee

McGhee Risk Capital, LLC

"The broader Finalis community is powerful. Finalis has basically created a collaboration space for individual firms, which gives us the collective power and resources of a much larger institution."

Billy Birdzell

Horatius Group