Finalis

🚀 Finalis Year-End Highlights 2024: In just five years, Finalis and our partners have achieved extraordinary milestones: ✅ $17B+ in closed deals ✅ $91B+ across 1,800 active deals ✅ 300+ firms and 625+ professionals across the world At Finalis, we’re committed to building capital markets that better serve people, creating more effective opportunities for both capital seekers and allocators. Thank you for being part of this incredible journey. Together, we’re realizing this vision and transforming the private capital markets. Stay tuned for more exciting updates from Finalis! #Dealmaking #BDaaS #PrivateCapital #Startup

Leveraged buyouts are falling out of favor as interest rates remain elevated. This is causing deal structures to become slightly more complicated, with less cash, and more incentives involved. While necessary to keep volumes high and pipelines filled, these types of deals aren’t always the most straightforward. Now more than ever, it’s important to have experienced and credentialed advisors by your side. It can sometimes be difficult to find an advisor you truly trust. But through the Finalis platform, we’re bringing a pool of qualified advisors to your fingertips, causing less stress, and giving you more time to close deals. Check out our site below to hear more about ing 👇 https://lnkd.in/gk-B4W5n #DealStructuring #Dealflow #MergersandAcquisitions

2025 is already proving to be a transformative year for private equity and venture capital, with innovation, adaptability, and collaboration at the forefront. At Finalis, we believe our are the true drivers of this evolution. Today, we’re sharing testimonials from who are leveraging Finalis to close complex deals, access new opportunities, and navigate a rapidly changing investment landscape. Swipe to read their stories and see how our platform is helping dealmakers thrive in today’s market 🚀 Thank you to our community for your trust and vision. Together, we’re not just keeping pace with the industry—we’re setting the standard for what’s possible in private markets. #PrivateMarkets #Innovation #Dealmakers

VC firms are rapidly expanding in regions outside the traditional, with some new shops preferring Texas or Florida over California or New York. These changes are exciting, but there’s many compliance considerations that come with it. For those coming from firms in Silicon Valley and setting up shop elsewhere, there may be different regulations that they’re not familiar with, potentially opening up new risks. 🔷 That’s why at Finalis, we work hard to provide automated compliance solutions that work for you. Whether you’re a boutique firm or setting up the next superfund, it’s vital that you have effective solutions for constantly changing regulations. 👇 Learn more about our compliance solutions on our site https://lnkd.in/gZ5tJ98Z #VentureCapital #Regulation #Compliance

Last week, our Compliance team — Brad Ziemba (CCO), Dennis Azary (Deputy CCO), and Steven Eng (Sr. Compliance Officer) — attended the 2025 FINRA Annual Conference in D.C. From regulatory trends to compliance tech, the event highlighted the importance of evolving with the market while staying grounded in strong regulatory frameworks. We’re excited to apply those insights to keep empowering our with smarter compliance solutions.

The old ways of doing deals? Not cutting it anymore. Today’s buyers expect more, and faster. Real-time access to data. Immediate answers. Full transparency from start to finish. If you’re still relying on outdated workflows, it may be costing you business. Faster turnaround isn’t just a nice-to-have, it’s a new baseline. Pipeline conversion starts with meeting modern expectations. Audience development starts with smarter systems. And staying competitive starts with upgrading your tech stack. Advisors who embrace the shift are winning more mandates and building trust at scale. Those who don’t? They risk falling behind. Let’s talk. Is your process built for today’s market? 👇 Learn more about how you can source deals with new tech on our blog https://lnkd.in/gFvebPTX #MergersAndAcquisitions #DealFlow #PrivateMarkets #TechStack

Are you a dealmaker in the San Francisco area? us for a private dinner we’re co-hosting with Foley & Lardner LLP on June 16. Connect with top professionals in investment banking, M&A, and private capital markets.

👏 We’re thrilled to welcome Corso Capital Advisors, led by Matthew Pellegrino, to the Finalis member network! Corso Capital Advisors is a specialized investment banking firm providing strategic capital raising and liquidity solutions to private markets stakeholders. Founded on the principles of integrity, vigilance, and resolution, Corso delivers a high-touch, detail-oriented, and client-first experience, employing innovative solutions to solve complex challenges. What Makes Corso Capital Advisors Stand Out: 🔹 Expertise in GP- and LP-led secondary transactions, secondary directs, and NAV-based financings for both financial sponsors and their limited partners. 🔹 Strategic capital raising for sponsors acquiring new platforms or requiring partnership capital in an existing asset, to deploy beyond the capacity of their latest vintage. 🔹 Active across all private market asset classes and their underlying strategies. At Finalis, we’re proud to like Matthew who are reshaping how strategic capital is raised and deployed. Welcome, Matthew and the Corso team, to the Finalis ecosystem! 🚀 #Dealmaking #PrivateCapital #InvestmentBanking #CapitalRaising #Secondaries

Security is non-negotiable in investment banking—and at Finalis, we treat it as mission-critical. We’re proud to announce that Finalis has successfully completed its SOC 2 Type II audit, conducted by Prescient Security, covering the period from March 2024 to March 2025. This milestone affirms our commitment to delivering enterprise-grade data protection and operational integrity across our capital markets platform. Why it matters: ✅ Trust: Your sensitive deal data is safeguarded by best-in-class protocols. ✅ Transparency: Independent, third-party validation of our security practices. ✅ Continuity: Annual audits ensure sustained compliance and control. At Finalis, we’re not just powering dealmakers—we're protecting their most critical information every step of the way. #SOC2 #informationsecurity #dataprivacy

🚀 Finalis is heading to Napa for M&A West 2025! Are you planning to attend the premier gathering for middle-market M&A professionals? Representing Finalis, Peter Dickson and Shawn Flynn will be on-site, ready to connect with fellow dealmakers, share insights, and explore new ways to drive success together. 📅 May 28–30, 2025 📍 The Meritage Resort & Spa, Napa, CA Whether you want to talk about how Finalis helps investment bankers scale, streamline compliance, or unlock new growth, our team is ready to meet you in person. Want to connect? Email us at [email protected] to schedule a meeting. We look forward to seeing you at M&A West! #MAWest2025 #MiddleMarket #InvestmentBanking