Finalis Blog

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opinions,
& learnings

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Featured
August 7, 2025

How Private Markets Have Changed in the Past 5 Years

Explore how private markets have changed in the past half decade.
Dealmaking
7 min read

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Financial Services

The New Goldman Age – and What It Means for Finalis

July 29, 2025
·
5 min read
Dealmaking

Dry Powder To Be Deployed: Is Money Sitting on the Sidelines?

July 14, 2025
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12 min read
Technology

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

July 9, 2025
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5 min read
Compliance

Why Finalis Requires Documentation of Client Transactions: A Legal, Regulatory and Fiduciary Imperative

July 1, 2025
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3 min read
Technology

How AI Is Reshaping Investment Banking’s Workforce – From Pyramid to Diamond

June 19, 2025
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5 min read
Compliance

Finalis Weighs In on FINRA’s Rulebook Overhaul, Advocating for Modernization in Private Markets

June 17, 2025
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3 min read
Compliance

Don’t Fall Into a Trap: The Hidden Pitfalls of Working With Unlicensed M&A Advisors

June 10, 2025
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4 min read
Dealmaking

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

May 15, 2025
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5 min read
Compliance

NASAA Redefines Legal Usage of “M&A Advisor” – Here’s What You Should Do

May 8, 2025
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4 min read
Technology

How Finalis Is Transforming the $13 Trillion Private Capital Markets with Scalable Infrastructure

May 5, 2025
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5 min read
Compliance

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

April 28, 2025
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5 min read
Compliance

Spotlight on the New M&A Broker Exemption

April 21, 2025
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5 min read