Insights & Trends by Finalis

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

The Rise of the $200 Million Banker: How AI, Compliance, and Platforms Are Rebuilding Investment Banking

Jul 09, 2025 - 5 min read

Finalis powers a new era of investment banking—where AI, compliance platforms, and thin-company models enable solo bankers and lean firms to scale faster and smarter.
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Thematics

Key Healthcare Market Segments to Monitor in 2024

May 03, 2024 - 5 min read

Thematics

Healthcare M&A 2024: Recent Deals and Trends

May 03, 2024 - 5 min read

Dealmaking

Key Considerations for Closing Deals in Investment Banking

Apr 18, 2024 - 5 min read

Real Estate

Who Are Shaping U.S. Real Estate Dealmaking?

Mar 26, 2024 - 3 min read

Real Estate

Real Estate Investment in 2024

Mar 19, 2024 - 3 min read

Technology

AI in Investment Banking: Trends and Risks

Mar 06, 2024 - 3 min read

Compliance

2024 FINRA Report: Key Facts and Trends

Feb 22, 2024 - 3 min read

Technology

Dealmaking Ecosystem: Three Growth Pillars

Feb 15, 2024 - 3 min read

Financial Services

15a-6 Chaperoning: Access U.S. Capital Markets

Feb 02, 2024 - 5 min read

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