CAS Partners 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 50 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 more than 145 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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