For Investors

Gain Access to quality SMB and Middle Market deals

Finalis connects institutional investors to high-quality, pre-vetted private market opportunities from a trusted network of elite bankers and placement agents.

Smarter deal discovery

Curated, investor-matched deals
Proprietary opportunities from boutique and independent banks
Direct introductions to lead bankers

Why Investors Choose Finalis

Tap into 420+ Firms*

Our top M&A bankers and placement agents specialize in multiple sector and deal types. So whatever your interest, we've got you covered.

*As of June 1, 2026. Firms are legal entities with whom Finalis has signed a legal agreement to provide broker-dealer affiliate services.

Warm intros

Our customer success team facilitates real, high-conviction connections to the right opportunities.

Always On

Our capital allocators app ensures you’re always connected to opportunity.

Results That Speak for Themselves

1100+

active deals

$225B+

total deal volume

$22B+

in successfully closed transactions

Inside the Capital Allocators Program

Join without risk
Testing how the platform works with no-cost ensures accessibility for qualified allocators.
Access pre-vetted deals
Gain visibility into a refreshed pipeline of active, exclusive opportunities.
Set your investment criteria
We use your strategy to tailor deal recommendations that fit.
Get connected
We provide warm intros to bankers managing deals that match your focus.

Who Should Join?

Venture Capital Funds
Private Equity Firms
Family Offices
Wealth Management Firms
Search funds
Strategic buyers
Investment Firms
Intermediaries (buy-side Sponsors)