In the investment banking industry, going independent is manifestly challenging without the support of a large boutique investment bank or bulge bracket bank. Bankers...
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How Blockchain Is Transforming AgTech and Revolutionizing Farming
Blockchain is set to disrupt AgTech—and agriculture in general—with its definitive ledger technology. Transactions, contracts, and accounts by industry players are...
How Broker-Dealer Sponsorship Can Accelerate Your Career
If you're looking to build a successful career in investment banking, securing a broker-dealer sponsorship is one of the most important steps you can take. What exactly...
Exploring Capital Raising Mechanisms: Corporate, Fund, EB-5, and Crowdfunding
In the ever-evolving landscape of the capital market, raising funds is a critical endeavor for companies seeking to fuel growth and innovation. In a previous article,...
Why Documenting Client Transactions Is a Legal, Regulatory, and Fiduciary Imperative
As a registered broker-dealer under the oversight of the U.S. Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA), Finalis...
How to Enhance Profit with Investment Banking Networking
Networking holds numerous advantages when used effectively. In this article, we will share insights on how to create favorable economic results from investment banking...
The Affinity Startup Story: From Stanford Dropouts to Global Growth
How VC Networks Supercharge Startup Growth
The role of VC networks are crucial when it comes to providing startups a supercharged on-ramp for growth. Contrary to what is thought, VCs don’t just provide the...
Energy Dealmaking in 2025: Record Oil & Gas Transactions and the Green Shift Ahead
2023 marked a historic year in energy sector dealmaking, witnessing transactions worth an astonishing $192 billion. This figure represents a tripling of the deal value...
The Rise of the $200 Million Banker: How AI, Compliance, and Platforms Are Rebuilding Investment Banking
When a Single Banker Can Move Markets—and a 200-Person Bank Can Do It with Half the Headcount
When we founded Finalis, we asked a radical question: what if the next...