Episode 3: Michael Lamm, Co-Founder and Managing Partner at Corporate Advisory Solutions, LLC

Episode 2: Dale Sizemore, CEO at DKSGA2, LLC

Episode 1: Shawn Flynn, Managing Director at SVH Capital

Finalis AI-powered Engagement Letter Review

Finalis Data Room Analytics

Introducing the New Finalis Platform

How Government Capital Is Reshaping Private Markets | Defense, Energy, Semiconductors & AI

AI in Investment Banking: What Works, What Doesn’t, and How to Use It Today

EP 07 | Investment Banking as a Catalyst for Social Impact with Silvio Pupo (Logos Capital)

The Impact of Trump’s New Policies on Private Capital Markets | 2025 Economic Outlook

Smarter Deal Matching with Data & AI

"A lasting solution for your dealmaking challenges" - Samuel Blount, Head of Customer Success

EP 09 | Public Policy, Technology, and the Investment Banking Space with Emanuel Pleitez

What’s a truth about startup life that most people don’t know?

Ep 10 | My Journey Into Entrepreneurship - Federico Baradello, Founder & CEO at Finalis

Innovation, Collaboration, and Trust in Remote Work | Inside Finalis

ActionView 360 | Finalis Platform

Ep 11 | Adapting to Exogenous Factors in Investment Banking - Insights from Billy Birdzell

Ep 12 | FinTech and the Future of Asset Management

AI in Investment Banking 2024

Mastering Dealmaking Tools for 2024

Maximizing Success in M&A and Investment Banking

Inside Finalis: Insights from Our Team

Reflections of Finalis CEO

Crafting Culture: Inside Our Startup Offsite

Describing Finalis in One Word

Ep 13 | From Corporate to Founder: Daniela Messina's Business Transformation

Ep 14 | Starting a Boutique Investment Bank - A Conversation with Justin Hand of Westcove Partners

Team Talks: Unveiling the Startup Experience!

Ep 15 | Affinity: One Company’s Startup Story

Meet the Team Making Capital Markets Accessible to Everyone!

Horatius Group's Deal-Making Triumph with Billy Birdzell!

Building a Remote Startup Culture That Thrives

What makes a startup community unique?

Ep 30 | The Founder’s Gladiator: Kirk Michie on Values-Driven Deals

North Bay Next Conference 2023

Chad Harding's Insights: Peak Technology Partners' Journey with Finalis

Maximizing Deal Flow and Income: G.S. Woods Financial Solutions LLC & Finalis Partnership

Banker's Delight: Justin Hand's Journey with Finalis & Westcove

Ep 29 | Leveraging a Law Background Towards Success in M&A Advisory

Mastering Regulatory Challenges: Daniela Messina's Insights with Finalis & Portside Solutions

Unleashing Global Talent: How Our Remote-First Company Maximizes Worldwide Potential

Insights from Billy Birdzell: Horatius Group's Experience with Finalis

Ep 28. Brokering Transactions—in Podcasting, Investment Banking, and Life Itself

Ep 27 | From Big Bank to Boutique:A Career Transformation Story

Ep 18 | The Ultimate Guide to a Revolutionary Startup

Ep 16 | Consequences of the COVID Era: Moving from Virtual to Hybrid Work

Ep 17 | Responsible Investing in a Changing World

Ep 19 | Life after Goldman Sachs

Ep 20 | Banking With a Heart Chad Harding and the PEAK Technology Experience

Ep 21| Finalis' Expansion Opens Up Dealmaking Opportunities Abroad

EP 26 | A Journey Through Investment Banking, to a Life Meaningfully Lived

Powering Growth: Finalis/SourceScrub Partnership Webinar

Ep 25 | How to Build an Investment Bank from Scratch

Ep 24 | The Interplay of Investment Banking, Aesthetics, and History

Finalis | The Role of Trust in Investment Banking

Ep 23 | One Size Doesn’t Fit All—An Investment Banker’s Journey

Ep 22 | Progress Partners: From Digital Disruption to Investment Innovation

Finalis | The world's fastest-growing dealmaking platform

Connecting Dealmakers to Transform the Capital Markets.