Finalis Arms Independent Dealmakers with PitchBook's Elite Data

NEW YORK, NY – April 01, 2026 – Finalis, a deal infrastructure platform for the private capital markets, has announced a landmark agreement with PitchBook, giving its members access to the premier market intelligence platform at institutional rates. The move directly addresses one of the most significant hurdles for independent bankers and boutique firms: the prohibitive cost of elite data and research tools.

This partnership provides the 870+ dealmakers on the Finalis platform with access not only to PitchBook's award-winning dataset but also to its institutional private market research and Morningstar Equity research. For a growing segment of the financial world, this development is seen as a critical step in leveling the playing field between nimble, independent advisors and the industry's largest bulge-bracket institutions.

“Dealmakers shouldn’t have to choose between going independent and having access to the best tools in the industry,” said Federico Baradello, Founder & CEO at Finalis, in the announcement. “PitchBook is an example of the premium infrastructure we’re building for our members.”

Democratizing Access to High-Cost Intelligence

For independent financial professionals, access to comprehensive, real-time market data is not a luxury but a necessity for originating deals, conducting due diligence, and providing credible advice. PitchBook, which serves over 10,000 clients globally, is widely considered a gold standard, offering deep data on private companies, investors, and transactions. However, this premium access comes at a steep price.

While PitchBook does not publish a standard price list, industry reports indicate that an annual subscription can be a significant capital expenditure for a small firm. Subscriptions for a single user can range from $12,000 to over $20,000 per year, with costs for a small team of three often exceeding $30,000 annually. For a solo practitioner or a fledgling boutique, such an expense can be a non-starter, creating an immediate competitive disadvantage against larger, better-capitalized rivals.

By leveraging its scale, Finalis has negotiated institutional-grade pricing, effectively removing this barrier. The agreement is a cornerstone of the Finalis Member Advantage Program, a suite of services designed to provide its members with the operational power of a large institution. This initiative underscores a fundamental shift in the market: providing the infrastructure necessary for top talent to thrive outside the traditional corporate structure.

Fueling the Rise of the Independent Dealmaker

The Finalis-PitchBook partnership arrives at a time when the private capital markets are undergoing a structural transformation. A growing number of experienced bankers are leaving large institutions to launch their own boutique advisory firms or operate as independent dealmakers. This trend, which accelerated after the 2008 financial crisis, is driven by a desire for greater autonomy, specialization, and a more direct alignment with client interests, free from the bureaucracy and potential conflicts of a large bank.

Boutique firms have successfully captured a significant share of the M&A advisory market, with some reports showing they now account for nearly half of all M&A fees in Europe. Their success is built on deep industry expertise and personalized service. However, their primary challenge remains access to the same caliber of resources as their larger competitors.

“Private capital markets are shifting. Experienced dealmakers are going independent in growing numbers, and the infrastructure available to them needs to reflect that reality,” Baradello noted. His statement captures the essence of the problem that platforms like Finalis aim to solve. By providing a FINRA-registered broker-dealer framework combined with compliance, workflow technology, and now, elite data access, these platforms are building a new foundation for a more fragmented and entrepreneurial financial industry.

Building an Ecosystem for Modern Dealmaking

The PitchBook agreement is not an isolated strategic move but a key component of Finalis's broader vision to build a comprehensive ecosystem for independent bankers. The Finalis Member Advantage Program extends far beyond data, offering curated access and preferred pricing on a range of essential services. This integrated approach is what sets it apart from single-point solutions.

Members gain access to technology partners for virtual data rooms, such as ShareVault, and best-in-class CRM platforms like 4Degrees. The program also connects dealmakers with external experts in tax, accounting, and valuation through partners like Benori and Wheaton Advisors. Further enriching their data toolkit, Finalis has also partnered with other providers like Grata and RelPro, ensuring members can layer multiple data sources to refine their strategies.

This platform-as-a-service (PaaS) model allows a small M&A shop or a solo placement agent to operate with the efficiency and institutional credibility of a much larger firm. By bundling regulatory affiliation, automated compliance workflows, deal networking, and a suite of premium third-party tools, Finalis is effectively externalizing the back-office and middle-office functions that would otherwise consume significant time and capital. The platform's success, evidenced by its network of over 870 dealmakers who have collectively closed more than $22 billion in transactions, validates the high demand for this new model of financial infrastructure.

As technology continues to reshape finance, the ability for smaller players to compete hinges on access to powerful tools. By bundling these resources, platforms are not just offering a service but are actively engineering a more dynamic and equitable market where expertise and agility can triumph over sheer institutional size.