Closers, a Finalis Podcast

Finalis

Държава Съединени щати

Жанрове Business

Език EN

Епизоди 2

Последен 23.06.2026

Closers is a recurring interview series focused on what it really takes to close deals, featuring independent investment advisors on the Finalis platform, top partners, and rotating members of the executive team. Each episode explores why and how advisors launched their independent firms, early challenges and lessons learned, what their first deal close felt like, common obstacles they navigate, and the habits and frameworks behind repeatable execution. The podcast also discusses the strategic role of registered broker-dealer affiliation and how compliance, security, and infrastructure are positioned as client advantages.

Епизоди

Episode 2: Dale Sizemore, CEO at DKSGA2, LLC 23.06.2026 26мин

In this episode, Dale sits down with Amy Pisano to break down the nine factors that need to align for a deal to close, why he chose to focus exclusively on private placements, and how he uses compliance as a strategic filter rather than a checkbox. He also shares how AI has become the mentor he never had and why trust, not transactions, is the real currency of the business.
Episode 1: Shawn Flynn, Managing Director at SVH Capital 18.06.2026 1ч

Shawn Flynn didn't take the traditional path to investment banking. He studied mechanical engineering, minored in theater, lived in Beijing for five years, started companies overseas, and filmed an MMA documentary before ever closing a deal.In this episode, Shawn sits down with Abby Roberts to talk about what it actually takes to close: why relationships matter more than spreadsheets, how he sold a company to DuckDuckGo without ever meeting anyone in person, and the podcast strategy that turned strangers into clients. He also shares how he's using AI across every stage of a deal and why the bankers who refuse to adapt are handing their clients to those who will.
Trailer: Welcome to Closers 17.06.2026

Thousands of deals launch every year. Most never close.Closers is a new podcast from Finalis featuring the boutique bankers and dealmakers who consistently get transactions across the finish line. Hosted by Amy Pisano (CRO, Finalis) and Abby Roberts (VP of Marketing & Insights, Finalis), each episode unpacks who they are, how they do it, and what others miss.Because closing deals isn't luck. It's a craft.New episodes every two weeks.