<![CDATA[Closers, a Finalis Podcast]]>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 consistently navigate to close
  • The habits and frameworks behind repeatable execution
  • The strategic role of registered broker-dealer affiliation — and how compliance, security, and infrastructure are positioned as client advantages
]]>www.finalis.comRiverside.fm (https://riverside.com)Sat, 01 Aug 2026 22:21:02 GMTTue, 16 Jun 2026 18:15:27 GMT60Finalis<p>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. <br /></p><p>Each episode explores:</p><ul><li>Why and how advisors launched their independent firms</li><li>Early challenges and lessons learned</li><li>What their first deal close felt like</li><li>Common obstacles they consistently navigate to close</li><li>The habits and frameworks behind repeatable execution</li><li>The strategic role of registered broker-dealer affiliation — and how compliance, security, and infrastructure are positioned as client advantages</li></ul>episodicFinalisabby.roberts@finalis.comno<![CDATA[Episode 3: Michael Lamm, Co-Founder and Managing Partner at Corporate Advisory Solutions, LLC]]>Michael Lamm didn't start out planning to become an investment banker. He co-founded a nonprofit trade association connecting Israeli tech to US investors while still in college, learning early that translation, not just capital, is what moves a deal forward.

In this episode, Michael sits down with Abby Roberts to talk about why he built his firm around deep specialization in credit and collections, healthcare revenue cycle management, and contact center BPO rather than going generalist, and why relationships, not spreadsheets or promises, are what actually get deals across the line. He breaks down the new wave of private equity rolling up law firms, why trust is the single biggest predictor of whether a deal closes, and why data security has become the thing that keeps him up at night most. He also shares the three biggest reasons deals fail, what clients consistently underestimate about diligence, and why he'd rather under-promise than oversell.

]]>92752275-188f-4239-a74f-388f782b6f98Fri, 03 Jul 2026 14:51:11 GMT<p>Michael Lamm didn't start out planning to become an investment banker. He co-founded a nonprofit trade association connecting Israeli tech to US investors while still in college, learning early that translation, not just capital, is what moves a deal forward.<br /></p><p>In this episode, Michael sits down with Abby Roberts to talk about why he built his firm around deep specialization in credit and collections, healthcare revenue cycle management, and contact center BPO rather than going generalist, and why relationships, not spreadsheets or promises, are what actually get deals across the line. He breaks down the new wave of private equity rolling up law firms, why trust is the single biggest predictor of whether a deal closes, and why data security has become the thing that keeps him up at night most. He also shares the three biggest reasons deals fail, what clients consistently underestimate about diligence, and why he'd rather under-promise than oversell.</p>no00:55:5913Episode 3: Michael Lamm, Co-Founder and Managing Partner at Corporate Advisory Solutions, LLCfull<![CDATA[Episode 2: Dale Sizemore, CEO at DKSGA2, LLC]]>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.

]]>a7998e65-0e82-4036-adc1-f86d74983b9dWed, 24 Jun 2026 14:37:22 GMT<p>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.</p>no00:26:2112Episode 2: Dale Sizemore, CEO at DKSGA2, LLCfull<![CDATA[Episode 1: Shawn Flynn, Managing Director at SVH Capital]]>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.

]]>862372c6-8e38-4d95-9d28-d3dc0117f647Thu, 18 Jun 2026 13:42:17 GMT<p>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.<br /></p><p>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.</p>no01:00:17Episode 1: Shawn Flynn, Managing Director at SVH Capitalfull<![CDATA[Trailer: Welcome to Closers]]>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.

]]>7cdf79d0-94bc-4d53-9601-f229a4c71befWed, 17 Jun 2026 15:59:17 GMT<p>Thousands of deals launch every year. Most never close.</p><p>Closers is a new podcast from Finalis featuring the boutique bankers and dealmakers who consistently get transactions across the finish line. <br /><br />Hosted by Amy Pisano (CRO, Finalis) and Abby Roberts (VP of Marketing &amp; Insights, Finalis), each episode unpacks who they are, how they do it, and what others miss.<br /></p><p>Because closing deals isn't luck. It's a craft.</p><p>New episodes every two weeks.</p>no00:00:24Trailer: Welcome to Closersfull