Why Great Investment Banking Is Still About Trust and Human Connection
Finalis
Why Great Investment Banking Is Still About Trust and Human Connection
1:06
AI Cuts 8 Weeks of M&A Research | Real Use Case from Carlsquare
Finalis
AI Cuts 8 Weeks of M&A Research | Real Use Case from Carlsquare
1:13
AI in Investment Banking: What Works, What Doesn’t, and How to Use It Today
Finalis
AI in Investment Banking: What Works, What Doesn’t, and How to Use It Today
59:59
How Finalis Helps Investment Bankers Build Real Connections
Finalis
How Finalis Helps Investment Bankers Build Real Connections
0:40
What Defines the Modern Investment Banker | Shawn Flynn, SVH Capital
Finalis
What Defines the Modern Investment Banker | Shawn Flynn, SVH Capital
0:48
AI in Finance: How It’s Changing M&A Deals
Finalis
AI in Finance: How It’s Changing M&A Deals
0:54
Why High Interest Rates Are Slowing M&A Deals
Finalis
Why High Interest Rates Are Slowing M&A Deals
0:45
Why CAS Switched to Finalis: Beyond Compliance
Finalis
Why CAS Switched to Finalis: Beyond Compliance
0:56
Advice for Aspiring Investment Bankers: Build Your Network
Finalis
Advice for Aspiring Investment Bankers: Build Your Network
0:50
EP 07 | Investment Banking as a Catalyst for Social Impact with Silvio Pupo (Logos Capital)
Finalis
EP 07 | Investment Banking as a Catalyst for Social Impact with Silvio Pupo (Logos Capital)
26:08
The Impact of Trump’s New Policies on Private Capital Markets | 2025 Economic Outlook
Finalis
The Impact of Trump’s New Policies on Private Capital Markets | 2025 Economic Outlook
56:59
Smarter Deal Matching with Data & AI
Finalis
Smarter Deal Matching with Data & AI
0:50
"A lasting solution for your dealmaking challenges" - Samuel Blount, Head of Customer Success
Finalis
"A lasting solution for your dealmaking challenges" - Samuel Blount, Head of Customer Success
0:26
EP 09 | Public Policy, Technology, and the Investment Banking Space with Emanuel Pleitez
Finalis
EP 09 | Public Policy, Technology, and the Investment Banking Space with Emanuel Pleitez
25:40
What’s a truth about startup life that most people don’t know?
Finalis
What’s a truth about startup life that most people don’t know?
0:29
Ep 10 | My Journey Into Entrepreneurship - Federico Baradello, Founder & CEO at Finalis
Finalis
Ep 10 | My Journey Into Entrepreneurship - Federico Baradello, Founder & CEO at Finalis
23:37
Innovation, Collaboration, and Trust in Remote Work | Inside Finalis
Finalis
Innovation, Collaboration, and Trust in Remote Work | Inside Finalis
2:14
ActionView 360 | Finalis Platform
Finalis
ActionView 360 | Finalis Platform
1:12
Ep 11 | Adapting to Exogenous Factors in Investment Banking - Insights from Billy Birdzell
Finalis
Ep 11 | Adapting to Exogenous Factors in Investment Banking - Insights from Billy Birdzell
37:33
Ep 12 | FinTech and the Future of Asset Management
Finalis
Ep 12 | FinTech and the Future of Asset Management
30:47
AI in Investment Banking 2024
Finalis
AI in Investment Banking 2024
1:16
Mastering Dealmaking Tools for 2024
Finalis
Mastering Dealmaking Tools for 2024
40:46
Maximizing Success in M&A and Investment Banking
Finalis
Maximizing Success in M&A and Investment Banking
33:36
Inside Finalis: Insights from Our Team
Finalis
Inside Finalis: Insights from Our Team
3:15
Reflections of Finalis CEO
Finalis
Reflections of Finalis CEO
0:41
Crafting Culture: Inside Our Startup Offsite
Finalis
Crafting Culture: Inside Our Startup Offsite
2:04
Describing Finalis in One Word
Finalis
Describing Finalis in One Word
0:23
Ep 13 | From Corporate to Founder: Daniela Messina's Business Transformation
Finalis
Ep 13 | From Corporate to Founder: Daniela Messina's Business Transformation
28:21
Ep 14 | Starting a Boutique Investment Bank - A Conversation with Justin Hand of Westcove Partners
Finalis
Ep 14 | Starting a Boutique Investment Bank - A Conversation with Justin Hand of Westcove Partners
35:21
Team Talks: Unveiling the Startup Experience!
Finalis
Team Talks: Unveiling the Startup Experience!
1:48
Ep 15 | Affinity: One Company’s Startup Story
Finalis
Ep 15 | Affinity: One Company’s Startup Story
38:15
Meet the Team Making Capital Markets Accessible to Everyone!
Finalis
Meet the Team Making Capital Markets Accessible to Everyone!
3:15
Horatius Group's Deal-Making Triumph with Billy Birdzell!
Finalis
Horatius Group's Deal-Making Triumph with Billy Birdzell!
0:26
Building a Remote Startup Culture That Thrives
Finalis
Building a Remote Startup Culture That Thrives
3:22
What makes a startup community unique?
Finalis
What makes a startup community unique?
0:54
Ep 30 | The Founder’s Gladiator: Kirk Michie on Values-Driven Deals
Finalis
Ep 30 | The Founder’s Gladiator: Kirk Michie on Values-Driven Deals
44:45
North Bay Next Conference 2023
Finalis
North Bay Next Conference 2023
6:43
Chad Harding's Insights: Peak Technology Partners' Journey with Finalis
Finalis
Chad Harding's Insights: Peak Technology Partners' Journey with Finalis
0:37
Maximizing Deal Flow and Income: G.S. Woods Financial Solutions LLC & Finalis Partnership
Finalis
Maximizing Deal Flow and Income: G.S. Woods Financial Solutions LLC & Finalis Partnership
0:34
Banker's Delight: Justin Hand's Journey with Finalis & Westcove
Finalis
Banker's Delight: Justin Hand's Journey with Finalis & Westcove
0:47
Ep 29 | Leveraging a Law Background Towards Success in M&A Advisory
Finalis
Ep 29 | Leveraging a Law Background Towards Success in M&A Advisory
39:31
Mastering Regulatory Challenges: Daniela Messina's Insights with Finalis & Portside Solutions
Finalis
Mastering Regulatory Challenges: Daniela Messina's Insights with Finalis & Portside Solutions
0:47
Unleashing Global Talent: How Our Remote-First Company Maximizes Worldwide Potential
Finalis
Unleashing Global Talent: How Our Remote-First Company Maximizes Worldwide Potential
1:12
Insights from Billy Birdzell: Horatius Group's Experience with Finalis
Finalis
Insights from Billy Birdzell: Horatius Group's Experience with Finalis
1:26
Ep 28. Brokering Transactions—in Podcasting, Investment Banking, and Life Itself
Finalis
Ep 28. Brokering Transactions—in Podcasting, Investment Banking, and Life Itself
35:38
Ep 27 | From Big Bank to Boutique:A Career Transformation Story
Finalis
Ep 27 | From Big Bank to Boutique:A Career Transformation Story
27:10
Ep 18 | The Ultimate Guide to a Revolutionary Startup
Finalis
Ep 18 | The Ultimate Guide to a Revolutionary Startup
47:11
Ep 16 | Consequences of the COVID Era: Moving from Virtual to Hybrid Work
Finalis
Ep 16 | Consequences of the COVID Era: Moving from Virtual to Hybrid Work
34:09
Ep 17 | Responsible Investing in a Changing World
Finalis
Ep 17 | Responsible Investing in a Changing World
27:51
Ep 19 | Life after Goldman Sachs
Finalis
Ep 19 | Life after Goldman Sachs
34:06
Ep 20 | Banking With a Heart Chad Harding and the PEAK Technology Experience
Finalis
Ep 20 | Banking With a Heart Chad Harding and the PEAK Technology Experience
34:21
Ep 21|  Finalis' Expansion Opens Up Dealmaking Opportunities Abroad
Finalis
Ep 21| Finalis' Expansion Opens Up Dealmaking Opportunities Abroad
25:30
EP 26 | A Journey Through Investment Banking, to a Life Meaningfully Lived
Finalis
EP 26 | A Journey Through Investment Banking, to a Life Meaningfully Lived
34:59
Powering Growth: Finalis/SourceScrub Partnership Webinar
Finalis
Powering Growth: Finalis/SourceScrub Partnership Webinar
31:20
Ep 25 | How to Build an Investment Bank from Scratch
Finalis
Ep 25 | How to Build an Investment Bank from Scratch
30:11
Ep 24 | The Interplay of Investment Banking, Aesthetics, and History
Finalis
Ep 24 | The Interplay of Investment Banking, Aesthetics, and History
35:49
Finalis | The Role of Trust in Investment Banking
Finalis
Finalis | The Role of Trust in Investment Banking
0:57
Ep 23 | One Size Doesn’t Fit All—An Investment Banker’s Journey
Finalis
Ep 23 | One Size Doesn’t Fit All—An Investment Banker’s Journey
33:51
Ep 22 | Progress Partners: From Digital Disruption to Investment Innovation
Finalis
Ep 22 | Progress Partners: From Digital Disruption to Investment Innovation
37:17
Finalis | The world's fastest-growing dealmaking platform
Finalis
Finalis | The world's fastest-growing dealmaking platform
3:00
Connecting Dealmakers to Transform the Capital Markets.
Finalis
Connecting Dealmakers to Transform the Capital Markets.
1:51
Building an Indispensable Dealmaking Platform
Finalis
Building an Indispensable Dealmaking Platform
0:48
Fintech Deal Day | Benzinga Panel
Finalis
Fintech Deal Day | Benzinga Panel
25:47
Finalis & Affinity Webinar: The Right Technology for Winning More Mandates
Finalis
Finalis & Affinity Webinar: The Right Technology for Winning More Mandates
43:40
MyFinalis
Finalis
MyFinalis
1:38