Committed to outcomes

From sourcing to closing, Finalis is your partner in profitability.

Deal Origination

Finalis refers opportunities to our Members that we receive from large investment banks and our partner network.

Deal Collaboration

If you're looking to expand your capacity or extend your reach on a deal, Finalis connects you with like-minded affiliated bankers who can collaborate and help you close more transactions.

Deal Distribution

Finalis connects qualified Capital Allocators to our pre-vetted, qualified deals managed by expert bankers to expedite Allocators investment in the right deal. Finalis' Capital Allocator Program gives investors the scalable approach to investing they’ve needed.

Your origination engine

We source opportunities for you from a range of partners

  • Large Investment Banks
  • Broker-Dealer
  • Deal Platforms
  • Placement Agents
  • Family Offices
  • Venture Capital
  • Private Equity

Partnership with Large Institutions

Our partners at leading institutions direct high-quality deal flow that doesn’t meet their scale requirements to Finalis Members.

Results That Speak for Themselves

1100+

active deals

$225B+

total deal volume

$22B+

in successfully closed transactions

Move faster

Integrated compliance + deal management

From engagement letter to close

Referral Incentives

Monetize the deals that come across your desk that you don’t have bandwidth for or might not be a firm fit.

Looking to access the private capital markets?

[**For Issuers**

Access smart capital aligned with your needs confidently, whether or not you are currently working with an advisor](https://www.finalis.com/for-issuers) [**For Investors**

Gain visibility into vetted, high-caliber opportunities with bankers motivated to steward deals to close](https://www.finalis.com/for-investors)

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