ShareVault Joins the Finalis Advantage Program: Expanding Our Reach in the M&A Ecosystem

At ShareVault, we know that trust and visibility are everything in high-stakes transactions. That’s why we’re excited to announce that ShareVault has joined the Finalis Advantage Program, a strategic partnership designed to bring more value, credibility, and opportunity to dealmakers across the M&A ecosystem.

Through this partnership, Finalis referrals will receive 20% off ShareVault, giving more investment banking professionals access to the industry’s most secure and intuitive virtual data room.

Who is Finalis—and Why Does It Matter?

Finalis is quietly transforming how investment banks operate. As a Platform-as-a-Service (PaaS) for investment bankers, Finalis offers a cloud-native, AI-powered broker-dealer infrastructure that allows firms—whether solo practitioners or boutiques—to operate like full-scale institutions.

Here’s why Finalis is becoming a force in the M&A industry:

• Compliance + Deal Execution, Seamlessly Integrated
  Finalis threads FINRA-registered broker-dealer services directly into its platform, eliminating the regulatory headaches that slow down deals.
  
• A Massive, Active Deal Network
  Finalis hosts a vibrant Marketplace of pre-vetted bankers, fostering collaboration, deal sourcing, and execution in a secure and transparent environment.
  
• Proven Scale and Traction
  
  • $20B+ closed deal value to date
    
  • $80B+ in active transaction volume
    
  • ~199 live syndication deals
    
  • 175+ boutiques and 850+ active mandates
    
  • Supporting 150+ investment banks and placement agencies across the U.S.
    
  • Ranked among the top 30 U.S. and top 40 global investment banks by performance in 2023
    

With Finalis’ reach and credibility—and ShareVault’s reputation for enabling secure, efficient dealmaking—this partnership represents a strong value-add for the M&A community.

Why This Partnership Matters for Dealmakers

For investment banks and M&A professionals, the Finalis + ShareVault advantage is clear:

• Gain seamless compliance and regulatory infrastructure through Finalis
  
• Unlock secure, intuitive deal execution and document sharing with ShareVault
  
• Access an ecosystem built on speed, transparency, and trust
  

At the end of the day, dealmakers need solutions that project professionalism, accelerate workflows, and build confidence at the negotiating table. This partnership helps deliver exactly that.

👉 Stay tuned for the official press release once our agreement is finalized. In the meantime, learn more about the Finalis Advantage Program.