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 12,394 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
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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
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Primary
Get directions
San Francisco, CA 94133, US
Employees at Finalis
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Mike Ryan
Managing Partner, MGR Capital Registered Rep | Ambassador Finalis Securities Private Securities Chairman, EIG Technology | AI | Healthcare…
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Jack Florio
Global Life Science Executive | Strategic Advisory | Partnering, Licensing, M&A | Strategic Competitive Intelligence | Investment Banking | Strategic…
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Joe Milam
Business Development - Sales - Growth through Revenue Creation
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Federico Baradello
Founder & CEO at Finalis | Powering Dealmakers®
Updates
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Today, we had our quarterly All-Hands meeting, at which teams shared their objectives and achievements. A highlight of the call was the announcement of the winners of the "Finalists of the Q." This recognition is given to two team members at the end of each quarter who have exceeded expectations in their work and, having made significant contributions to their team, led to the successful completion of a critical process. Congratulations to Marina Garcia and Inés Mullin for winning the award. Your extraordinary performance and brilliant work have earned you this well-deserved recognition. Well done! 🚀
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Finalis is pleased to welcome Eric Phillips, Founder & CEO at UpWind Real Estate Partners as our newest partner. Upwind matches emerging and middle-market real estate managers with institutional investors. Industries covered: ・Life Sciences ・Real Estate, Lodging and Leisure We are excited to partner with you, Eric!
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Finalis is delighted to welcome Sam Libby, Nishant S., and Jacob Nerenberg from TCB Capital Advisors as our newest partners. TCB Capital is a merchant bank specializing in advising on companies' buying, selling, investment, and growth strategies. TCB offers a tailored approach to each of its clients. Beyond transactions alone, work with its clients can include building a corporate development function, collaborating with the business development team to grow revenue, or providing post-transaction integration and consulting services. Their ethos asserts that such services aren't isolated from transactions but are integral to supporting management towards successful expansion or exit. Industries covered: ・Healthcare ・Life Sciences ・Digital Health We are excited to partner with you!
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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
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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
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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!
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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!
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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!
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