Insights & Trends by Finalis

Stay up-to-date with informative articles and incisive perspectives on the financial industry and the investment banking sector.
Dealmaking

How Trump’s Second Term Could Reshape Private Capital Markets – And Why Investment Banking Platforms Must Evolve

May 15, 2025 - 5 min read

Explore how Finalis helps investment banks and private capital allocators navigate Trump-era macro volatility, tariffs, and regulatory disruption with compliance-first, AI-powered deal infrastructure.
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Compliance

Traditional Deal Sourcing Is Dead – And Here’s What Killed It

Apr 28, 2025 - 5 min read

Compliance

Spotlight on the New M&A Broker Exemption

Apr 21, 2025 - 5 min read

Compliance

Series 7 Exam – Everything you need to know

Jan 15, 2025 - 5 min read

Thematics

The Next Horizon: Investment Banking As A Platform

Dec 02, 2024 - 3 min read

Dealmaking

Deal Sourcing Challenges for Mid-Sized Buy-Side Firms

Nov 21, 2024 - 5 min read

Financial Services

How Global Firms Can Safely Access U.S. Markets

Oct 22, 2024 - 5 min read

Compliance

How Much Does a Broker-Dealer License Cost?

Oct 10, 2024 - 5 min read

Compliance

Is a Broker-Dealer Registration your Only Alternative?

Aug 22, 2024 - 5 min read

Thematics

Key Healthcare Market Segments to Monitor in 2024

May 03, 2024 - 5 min read

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