News & Press

Fuld partners with Finalis to support boutique Investment Banks

Posted by | Fuld & Company

BOSTON – MARCH 04, 2024 – Fuld & Company, an expanding research, analytics, and advisory consultancy, is pleased to announce a strategic partnership with Finalis, the world’s fastest-growing dealmaking platform. Finalis supports independent Investment Banks (IBs) that do not have internal compliance and support by automating and accelerating every step of the deal life cycle.

Fuld’s partnership with Finalis fills gaps in internal support requirements for Finalis’ clients, giving them access to Fuld’s full range of specialized services tailored for IBs, particularly those that do not have internal research teams. Fuld’s services are designed to inform partnerships, acquisitions, and investment decisions, and to help IB clients effectively communicate their story, value, vision, and growth aspirations. This is achieved through Fuld’s cost effective, rapid delivery of bespoke marketing materials, deep-dive sector research, white space analysis, financial models, and competitive intelligence. Through extensive use of AI tools and technologies, Fuld helps IBs execute deals faster and more efficiently.

In addition to Fuld’s financial research capabilities, IBs also have access to Fuld’s full range of services, including competitive intelligence, market insights and strategy development.

Alok Tayal, Chairman of Fuld & Company, adds, “We’re delighted to announce Fuld’s partnership with Finalis which offers real benefits to their boutique IB clients. We help them fill critical gaps in their internal capabilities by providing direct and rapid access to a wide range of services often restricted to the big investment banks.”


About Fuld & Company

Fuld & Company is a research and analytics firm that assists boutique IB firms throughout the deal lifecycle for sell-side and buy-side transactions and capital raises. A pioneer in competitive strategy consulting for over three decades, Fuld has helped over 100 clients globally to make insightful, data-driven decisions and close deals faster. Fuld has been featured in top-tier publications including Fortune, Harvard Business Review, and Fast Company.


About Finalis

Finalis is the leading platform enabling dealmakers to execute deals compliantly. Finalis delivers a fully integrated regulatory affiliation and compliance solution that supports a range of private market dealmaking, including M&A, capital raising, private placements, direct participation programs, fintech marketplaces, and alternative investment sponsorships.

Finalis also provides superior leverage to its network of dealmakers with a fully integrated deal origination, execution and distribution solution. Through a suite of capital markets solutions including the Finalis Marketplace™, Finalis Connect, and Finalis Capital Introduction, Finalis is connecting dealmakers to transform the capital markets.

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