Finalis Year-End Highlights! 🚀 In less than four years, Finalis’ partners have achieved multiple milestones: ・$4.3B in deal closings ・$56B in total deal value across over 1,500 active deals The Finalis platform reached unprecedented global scale: ・250+ firms (investment banks, placement agencies, and M&A advisories) ・500+ qualified professionals across 11 countries ・140+ collaborations among firms in 2023 alone And Team Finalis itself grew! ・102 Finalists ・21 teams ・11 countries All of this is possible thanks to the hard work and ingenuity of our valued partners and the extraordinary efforts of everyone at Team Finalis. Thank you all for being an integral part of our incredible journey. Together, we are reshaping the future of dealmaking. Stay tuned for more exciting updates from Finalis! #Dealmaking #InvestmentBanking #FintechNews #CapitalMarkets
Finalis
Investment Banking
San Francisco, CA 12,315 followers
The world's fastest-growing dealmaking platform
About us
Finalis’ commitment to redefining the capital markets through innovation has made it the world’s fastest-growing dealmaking platform. The Finalis platform supercharges independent investment bankers, placement agents, and M&A advisors globally. Finalis’ Deal Engine automates and accelerates every aspect of the deal life-cycle from start to finish on their deal life-cycle: from Workflow, to Connect, through Ledger with the market’s most attractive rates, resulting in substantial cost savings for our partners which leverage a growing global network of over 500 bankers. With Finalis Workflow, customers effortlessly streamline dealmaking processes using cutting-edge, compliant, and technology-driven workflows, ensuring efficiency and accuracy throughout the entire deal lifecycle. With Finalis Connect, customers gain access to the industry’s fastest-growing network of professionals, including investment bankers, placement agents, M&A advisors, funds, and companies actively seeking new opportunities in the capital markets. With Ledger, customers access a custom-built solution that delivers secure wire tracking, same-day processing, and expert regulatory compliance monitoring. Together, these solutions provide customers with unparalleled leverage and confidence in executing capital markets transactions. Launched in 2020 and growing rapidly, the SF- and NYC-based firm is on a mission to power dealmakers by building the world’s largest dealmaking platform.
- Website
-
https://www.finalis.com/
External link for Finalis
- Industry
- Investment Banking
- Company size
- 51-200 employees
- Headquarters
- San Francisco, CA
- Type
- Privately Held
- Founded
- 2020
- Specialties
- private equity, project management, information technology, mergers & acquisitions, fintech, regtech, investment banking, private placements, private markets, compliance, capital markets, and broker dealer
Locations
-
Primary
Get directions
San Francisco, CA 94133, US
Employees at Finalis
-
Mike Ryan
Managing Partner, MGR Capital Registered Rep | Ambassador Finalis Securities Private Securities Chairman, EIG Technology | AI | Healthcare…
-
Jack Florio
Global Life Science Executive | Strategic Advisory | Partnering, Licensing, M&A | Strategic Competitive Intelligence | Investment Banking | Strategic…
-
Joe Milam
Business Development - Sales - Growth through Revenue Creation
-
Federico Baradello
Founder & CEO at Finalis | Powering Dealmakers®
Updates
-
Our partners continue to add deals to the Finalis platform, and we couldn't be more thrilled about it! We're supercharging our community of 570+ active bankers who are transforming investment banking and unlocking vast opportunities for success. 👉 Swipe right to explore the latest additions to the Finalis platform in Q2 2024
-
Finalis continues to grow! We are thrilled to welcome our new joiners for Q2 2024! Join us in extending a warm welcome to the latest members of Team Finalis. Wishing you all a fantastic journey ahead! Mike Weir, Julio Amado, Patricio Maller, Justo Martin Sarubo, Alejandro Christensen, Tomas Bargero, Franco di Nápoli, Gabriel Fernández, Sofía Meriggi, Andrés Guerra Aldazábal, and Nicolas Francisco Mendez. #Welcome #JoinUs #StartupGrowth
-
Finalis is pleased to welcome Brahm Pillai, Executive Officer at Pillai Capital, as our newest partner. Pillai Capital is an investment banking and advisory firm with a strong entrepreneurial spirit and deep institutional experience. They are dedicated to serving their clients, partners, and community. The firm consistently aims to build, support, and nurture relationships by understanding both immediate objectives and long-term goals, while safeguarding clients' interests and earning their trust. Industries covered: ・Technology ・Consumer & Retail ・Financial Services - Traditional ・FinTech ・Consulting, Marketing and Communications ・Energy ・Real Estate, Lodging and Leisure ・Industrials and Other Services We are excited to partner with you, Brahm!
-
-
Finalis is pleased to welcome Kelly Than, Managing Director at Emerald Edge Advisors LLC, as our newest partner. Emerald Edge Advisors LLC is a mergers and acquisitions firm specializing in strategic pre-sale preparation, buy-side/sell-side advisory, and post-sale integration. Industries covered: ・Real Estate, Lodging and Leisure ・Industrials and Other Services ・Technology ・Healthcare We are excited to partner with you, Kelly, and look forward to achieving great milestones together!
-
-
Finalis is delighted to welcome David Mortimer, Managing Partner at Ironbound Group LLC, as our newest partner. Ironbound Group offers a comprehensive range of investment banking services, including FinTech and AdTech company M&A, capital raises, and strategic advisory services. Their team works closely with clients to develop customized solutions that meet their specific needs and objectives. Industries covered: ・Technology ・Financial Services - Traditional ・FinTech ・Consulting, Marketing, and Communications We are excited to partner with you, David, and look forward to achieving great milestones together!
-
-
As a fully remote global team, these values are essential to our journey. We are proud of our growth and excited for the future! 🚀 #TeamFinalis #StartupGrowth #Values #CultureFirst
During our recent offsite in Buenos Aires we took time to reflect on, and highlight, Finalis' values as a key pillar of our organization. Since its inception in early 2020, the company has grown rapidly, starting as a 100% remote and global team from the outset. Our values are the foundation of everything we stand for and promote, enabling us to achieve all that we have accomplished so far. I am proud of the journey we've undertaken and I know our whole team is looking forward to what lies ahead, always guided by these values.
-
Finalis is glad to welcome William Slagle, Managing Director at Empire Investment Bank, as our newest partner. Empire Investment Bank's mission is to empower global clients with expertise and dedication, driving sustainable growth and success. Their vision is a future where strategic foresight and innovation redefine industry standards, creating prosperity and opportunities for clients in capital raises, M&A, and advisory mandates. Industries covered: ・Technology ・Consumer & Retail ・Financial Services - Traditional ・FinTech ・Healthcare ・Life Sciences ・Consulting, Marketing, and Communications ・Energy ・Real Estate, Lodging and Leisure ・Materials ・Industrials and Other Services We are excited to partner with you, William, and look forward to achieving great milestones together!
-
-
Finalis is delighted to welcome David E. Brenner, CEO at Brenner Pass Investment Corp, as our newest partner. Brenner Pass Investment Corp. is a diversified investment company focused on retail, technology, and service industries. We are excited to partner with you, David, and look forward to achieving great milestones together!
-
-
Have a sneak peek at our offsite event in Buenos Aires, Argentina! Although Finalis is a remote-first company, we come together a few times a year to work, bond, and reflect on what's ahead. This time, the Go-to-Market and Product Management teams are uniting to welcome their new leaders who joined Finalis this year. We have planned collaborative workshops, team-building activities, and strategy sessions to foster innovation and strengthen our team dynamics.
-
-
-
-
-
+2
-