Expert Voices
from the Finalis Network

In this episode, Dale sits down with Amy Pisano to break down the nine factors that need to align for a deal to close, why he chose to focus exclusively on private placements, and how he uses compliance as a strategic filter rather than a checkbox. He also shares how AI has become the mentor he never had and why trust, not transactions, is the real currency of the business.

In this episode, Shawn sits down with Abby Roberts to talk about what it actually takes to close: why relationships matter more than spreadsheets, how he sold a company to DuckDuckGo without ever meeting anyone in person, and the podcast strategy that turned strangers into clients. He also shares how he's using AI across every stage of a deal and why the bankers who refuse to adapt are handing their clients to those who will.

Thousands of deals launch every year. Most never close. Closers is a new podcast from Finalis featuring the boutique bankers and dealmakers who consistently get transactions across the finish line. Hosted by Amy Pisano (CRO, Finalis) and Abby Roberts (VP of Marketing & Insights, Finalis), each episode unpacks who they are, how they do it, and what others miss. Because closing deals isn't luck. It's a craft. New episodes every two weeks.