Foreign firms
Plug-and-Play Access to the U.S. Markets
Finalis empowers foreign boutique investment banks to operate compliantly when facilitating transactions involving U.S. parties, with the infrastructure, compliance support and network to succeed.
A Commercially-Minded Partner for Global Boutiques
Whether you are looking for members of your team to get licensed or rely on a chaperoning arrangement, Finalis is your trusted partner to guide you through these regulatory waters.
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Why Finalis
Backed by a Trusted BD
Finalis is a FINRA-registered Broker-Dealer with deep expertise in private capital markets.
Access our Network
The largest and fastest growing broker-dealer platform in history, Finalis’s network extends to over 750 boutique and investment bankers, M&A advisors, and placement agents.
Close More Business
Gain access to investor pipelines, proprietary opportunities, and support from the Finalis Connect and Allocators solutions.
“The broader Finalis community is powerful. Finalis has basically created a collaboration space for individual firms, which gives us the collective power and resources of a much larger institution.”
Yixin (Shing) Pan
XTVue, Inc.
Trusted by Hundreds of Bankers
830+
affiliated bankers across sectors
$205B+
in active deal volume
$22B+
in closed transactions
Trusted by 360+ leading financial institutions
Bring your business to the U.S.
Join the growing network of independent bankers, placement agencies, and M&A advisories backed by Finalis.
