CAS Partners with Finalis


CAS is excited to partner with Finalis!

We have been impressed by the Finalis’ platform and how it streamlines dealmaking with its compliant tech-driven workflows. We are excited to work with Fed and his team to leverage their “compliance first” platform as well as interact and share transactions with its ever growing network of deal professionals.

The Finalis platform supercharges independent investment bankers, placement agents, and M&A advisors globally. Learn more at

Corporate Advisory Solutions, LLC (CAS) leverages over 40 years of combined experience in providing independent investment and merchant banking services to the Tech-Enabled Outsourced Business Services (OBS) sector. With a deal team boasting 125+ completed transactions and a total deal value exceeding $2 billion, CAS offers a range of services including:

・M&A advisory

・market research

・fair market valuations

・capital raising, and

・business plan development

Working closely with you to understand your business model, CAS will craft a tailored strategy to help you attain your business objectives. Their track record speaks to their ability to assist business owners and decision-makers in achieving desired outcomes discreetly and effectively.

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