| Superior Execution and Growth |
Founded in 1981, First Analysis has a 40-year track record of serving emerging growth companies and established industry leaders within its focused areas of domain expertise. Our investment banking practice leverages industry insights developed through our research and investing activities to deliver value to clients across the life cycle of a business. Providing senior-level attention to every client, First Analysis offers superior execution across a comprehensive range of investment banking services, including M&A advisory, public equity and debt financing, and private equity placements.
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Technology / SaaS
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Healthcare
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Environmental Technology
Home > Investment Banking
STRATEGIC
M&A
M&A
We offer a comprehensive suite of M&A advisory services to growth companies. We pride ourselves on obtaining strategic outcomes at top-end valuations for our clients.
MINORITY
CAPITAL RAISING
CAPITAL RAISING
First Analysis is unique in its focus on advising entrepreneur-owned growth companies in minority growth capital raises, leveraging the firm’s 40 years of venture investor experience and its vast relationships with growth-oriented venture capital and private equity funds to benefit clients looking to raise critical growth capital.
RECAPITALIZATIONS
First Analysis is an experienced advisor to growth companies seeking to partner with financial sponsors to achieve the dual goals of driving next stage growth in their business, while generating near-term liquidity to capitalize on value created.
RECENT TRANSACTIONS
May 2021
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Series B financing led by TT Capital Partners
Exclusive financial advisor
$25,000,000
SymphonyRM
$25,000,000
Series B financing led by TT Capital Partners
Exclusive financial advisor
First Analysis acted as the exclusive financial advisor to SymphonyRM for its $25 million Series B funding. The First Analysis team worked closely with the management team to optimally position the company and find the best partner to help SymphonyRM to continue to achieve its growth objectives. First Analysis was actively engaged throughout the transaction process, including preparation, positioning, investor coordination and contact, due diligence and negotiation.
About SymphonyRM:
SymphonyRM is helping health systems transform how they acquire, engage, and retain patients by creating an engagement model rivaling the capabilities of world-class, consumer-centered organizations. By generating data-driven, prioritized next best actions for every consumer, prospect and provider in a health system, SymphonyRM is helping organizations anticipate member needs and use proactive outreach to build deeper customer relationships and drive better outcomes while increasing revenue.
About TT Capital Partners:
TT Capital Partners (TTCP) is a healthcare investor, collaborating with healthcare technology and services companies that have the potential to become market leaders. Leveraging the insights garnered from a unique knowledge-based platform, TTCP has invested in some of the most innovative, high-growth healthcare businesses. TTCP is part of the TripleTree healthcare merchant bank.
January 2021
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SwipeSense has been sold
Exclusive financial advisor
SwipeSense
SwipeSense has been sold
Exclusive financial advisor
About SwipeSense:
SwipeSense is a healthcare technology company whose mission is to eliminate harm in hospitals. The company designs and markets an RTLS platform that powers electronic hand hygiene monitoring, real-time asset tracking, and nursing insights applications. SwipeSense is a high-growth venture backed company headquartered in Chicago, Ill.
January 2021
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First equity investment led by Equality Asset Management
Exclusive financial advisor
PCMI Corporation
First equity investment led by Equality Asset Management
Exclusive financial advisor
First Analysis focuses its advisory services on high-growth, entrepreneur-driven software companies like PCMI. The First Analysis team worked closely with the founder and management team to optimally position the company and find the best partner to help PCMI to continue to achieve its growth objectives. First Analysis was actively engaged throughout the transaction process, including preparation, positioning, investor coordination and contract, due diligence and negotiation.
About PCMI Corporation:
PCMI offers a modular package of software solutions for the administration of finance and insurance products, service contracts and extended warranties. PCMI’s SaaS platform, PCRS (Policy Claim and Reporting Solutions), supports and automates the full lifecycle of all aftermarket products and provides the most flexible environment for administrators, insurers, original equipment manufacturers, agents and dealers to launch new products. Its global team enables continuous around-the-clock innovation and customer-focused support.
About Equality Asset Management:
Equality Asset Management is a growth-focused private equity firm. Equality provides equity capital and strategic and operating support to companies with long-term growth potential in the technology and tech-enabled healthcare sectors. With decades of investment experience and operating experience, the firm has earned a reputation for value-creation, serving as steadfast partners to Founders and CEOs. Equality is based in Boston.
INVESTMENT BANKING NEWS
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First Analysis acted as the exclusive financial advisor to SymphonyRM for its $25 million Series B funding led by TT Capital Partners
First Analysis acted as the exclusive financial advisor to SymphonyRM for its $25 million Series B funding. SymphonyRM transforms healthcare providers into member-focused enterprises through its innovative HealthOS platform. The round was led by new investment partner TT Capital Partners with continued investment from Adams Street Partners.
May 20, 2021
First Analysis acted as the exclusive financial advisor to SymphonyRM for its $25 million Series B funding. SymphonyRM transforms healthcare providers into member-focused enterprises through its innovative HealthOS platform. The round was led by new investment partner TT Capital Partners with continued investment from Adams Street Partners.
May 20, 2021
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First Analysis acted as the exclusive financial advisor to Enli in its sale to Cedar Gate Technologies
First Analysis acted as the exclusive financial advisor to Enli Health Intelligence (Enli) in its sale to Cedar Gate Technologies (Cedar Gate). First Analysis focuses its advisory services on high-growth, entrepreneur-driven companies like Enli. The First Analysis team was actively engaged throughout the transaction process, including preparation, positioning, investor coordination and contact, due diligence, and negotiation.
January 21, 2021
First Analysis acted as the exclusive financial advisor to Enli Health Intelligence (Enli) in its sale to Cedar Gate Technologies (Cedar Gate). First Analysis focuses its advisory services on high-growth, entrepreneur-driven companies like Enli. The First Analysis team was actively engaged throughout the transaction process, including preparation, positioning, investor coordination and contact, due diligence, and negotiation.
January 21, 2021
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First Analysis acted as the exclusive financial advisor in PCMI’s equity investment
First Analysis acted as the exclusive financial advisor to PCMI Corporation in its first equity investment. PCMI is a leading provider of administration software for the automotive, consumer and industrial warranty and service management markets. The equity investment was led by Boston-based growth equity firm Equality Asset Management. Financial terms were not disclosed.
January 20, 2021
First Analysis acted as the exclusive financial advisor to PCMI Corporation in its first equity investment. PCMI is a leading provider of administration software for the automotive, consumer and industrial warranty and service management markets. The equity investment was led by Boston-based growth equity firm Equality Asset Management. Financial terms were not disclosed.
January 20, 2021