| Superior Execution and Growth |
Founded in 1981, First Analysis has a 39-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
June 2020
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Minority equity investment by Perrigo
Exclusive financial advisor
$50,000,000
Kazmira
$50,000,000
Minority equity investment by Perrigo
Exclusive financial advisor
First Analysis acted as the exclusive financial advisor to Kazmira for its $50 million strategic investment by Perrigo Company (PRGO). In collaboration with Perrigo, the investment will be applied to scale up Kazmira’s facilities and laboratories, proactively engage with regulatory authorities, further develop Kazmira’s product portfolio, extend Kazmira’s reach into retail mass markets, and enhance Kazmira’s strong management and technical teams. First Analysis focuses its advisory services on high-growth, entrepreneur-driven companies like Kazmira. The First Analysis team was actively engaged throughout the transaction process, including preparation, positioning, investor coordination and contact, due diligence, and negotiation.
About Kazmira:
Headquartered in Watkins, Colorado, Kazmira is an industrial scale producer of high purity, THC-free, broad-spectrum CBD oil and THC-free CBD isolate from American-grown ground industrial hemp. The company produces highly concentrated THC-free oils using a proprietary technology platform that enables the supply of products that are free of THC, pesticides, solvent residues and heavy metals. Kazmira has demonstrated an ability to design innovative products and processes that are tailored to meet consumer self-care demands while being well-positioned for success in an evolving regulatory environment. The proprietary technology platform used by Kazmira allows it to separately produce other minor non-psychoactive Cannabinoids present in industrial hemp and in that regard, Kazmira has recently implemented a production line capable of producing CBC in commercial quantities.
About Perrigo:
Perrigo Company (PRGO) is dedicated to making lives better by bringing quality, affordable self-care products that consumers trust everywhere they are sold. The company is a leading provider of over-the-counter health and wellness solutions that enhance individual well-being by empowering consumers to proactively prevent or treat conditions that can be self-managed.
September 2019
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Minority equity investment led by Flexpoint Ford
Exclusive financial advisor
sticky.io
Minority equity investment led by Flexpoint Ford
Exclusive financial advisor
First Analysis acted as the exclusive financial advisor to sticky.io (formerly LimeLight CRM) for its capital financing led by Flexpoint Ford. First Analysis focuses its advisory services on high-growth, entrepreneur-driven software companies like sticky.io. The First Analysis team worked closely with the Company to understand the industry and create a unit-based economic model while positioning the Company optimally in the marketplace. First Analysis was actively engaged throughout the transaction process, including preparation, positioning, investor coordination and contact, due diligence, and negotiation.
About sticky.io:
Headquartered in San Francisco, sticky.io is a global e-commerce and subscription platform that helps brands build lasting bonds with customers. Consumers today expect authentic and personalized experiences when they interact with brands. Being able to deliver the right message and offer at the right time can mean the difference between loyalty and churn. With 450+ partner integrations and over 10,000 merchant customers processing more than $4.5 billion in transactions annually, sticky.io is the leading billing and customer management solution for direct-to-consumer and subscription eCommerce brands.
About Flexpoint Ford:
Flexpoint Ford is a private equity investment firm with $2.3 billion under management specializing in financial services and healthcare. We believe private equity investing in both financial services and healthcare requires deep industry experience as well as relentless focus on the developments in these specialized and highly regulated industries.
July 2019
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Series C financing led by Updata Partners
Exclusive financial advisor
$22,000,000
Built In
$22,000,000
Series C financing led by Updata Partners
Exclusive financial advisor
First Analysis acted as the exclusive financial advisor to Built In for its $22 million series C financing. Updata Partners led the round, with participation from existing investors including MATH Venture Partners, which led Built In's previous two funding rounds. First Analysis focuses its advisory services on high growth entrepreneur-led technology businesses like Built In. The First Analysis team closely partnered with the Company to help define and achieve its growth investment objectives that included finding the right equity partner. First Analysis was actively engaged throughout the transaction process, including preparation, positioning, investor coordination and contact, due diligence and negotiation.
About Built In:
Working in tech is a lifestyle. Built In helps people live it with purpose. Across the most vibrant tech hubs in the U.S., the company helps tech professionals stay on top of tech news and trends, expand their networks and carve out futures at companies they believe in. Its market-specific sites serve more than 1,800 customers and an audience of 1 million tech professionals every month. Built In recently launched BuiltIn.com, a national hub for tech trend coverage and resources to help people grow in their careers.
About Updata Partners:
Updata Partners is a leading technology growth equity firm based in Washington, DC. Led by an investment team averaging more than 25 years of technology experience, Updata invests in high-growth software and software-driven businesses where the combination of its capital and operating experience will help accelerate success.
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INVESTMENT BANKING NEWS
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First Analysis acted as the exclusive financial advisor to Kazmira for its minority equity investment from Perrigo
First Analysis acted as the exclusive financial advisor to Kazmira for its $50 million strategic investment by Perrigo Company (PRGO). In collaboration with Perrigo, the investment will be applied to scale up Kazmira’s facilities and laboratories, proactively engage with regulatory authorities, further develop Kazmira’s product portfolio, extend Kazmira’s reach into retail mass markets, and enhance Kazmira’s strong management and technical teams.
August 24, 2020
First Analysis acted as the exclusive financial advisor to Kazmira for its $50 million strategic investment by Perrigo Company (PRGO). In collaboration with Perrigo, the investment will be applied to scale up Kazmira’s facilities and laboratories, proactively engage with regulatory authorities, further develop Kazmira’s product portfolio, extend Kazmira’s reach into retail mass markets, and enhance Kazmira’s strong management and technical teams.
August 24, 2020
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First Analysis acted as the exclusive financial advisor to sticky.io for its minority equity investment
First Analysis acted as the exclusive financial advisor to sticky.io (formerly LimeLight CRM) for its capital financing led by Flexpoint Ford. The First Analysis team worked closely with sticky.io to understand the industry and create a unit-based economic model while positioning the company optimally in the marketplace.
July 02, 2020
First Analysis acted as the exclusive financial advisor to sticky.io (formerly LimeLight CRM) for its capital financing led by Flexpoint Ford. The First Analysis team worked closely with sticky.io to understand the industry and create a unit-based economic model while positioning the company optimally in the marketplace.
July 02, 2020
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First Analysis welcomes Andrew Walsh to its Investment Banking Group
Chicago-based First Analysis Securities Corporation announced Andrew Walsh has joined the firm as a Managing Director. This move expands First Analysis's investment banking practice and its commitment to advising premier companies in the firm's healthcare sector.
January 09, 2020
Chicago-based First Analysis Securities Corporation announced Andrew Walsh has joined the firm as a Managing Director. This move expands First Analysis's investment banking practice and its commitment to advising premier companies in the firm's healthcare sector.
January 09, 2020