| 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
August 2021
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Investment by NexPhase Capital
Exclusive financial advisor
Selerix Systems
Investment by NexPhase Capital
Exclusive financial advisor
First Analysis acted as the exclusive financial advisor to Selerix in securing an investment from NexPhase Capital. First Analysis focuses its advisory services on high-growth, entrepreneur-driven companies like Selerix. The First Analysis team worked closely with the management team to optimally position the company and find the best partner to help Selerix to continue to achieve its objectives. First Analysis was actively engaged throughout the transaction process, including preparation, positioning, investor coordination and contact, due diligence and negotiation.
About Selerix Systems:
Selerix Systems produces software (Selerix BenSelect and Selerix Engage) used by employers, brokers and carriers to conquer the chaos of benefits administration, employee engagement, and Affordable Care Act (ACA) reporting. The flexibility of the Selerix BenSelect platform accommodates both core and voluntary insurance products with ease. With an active user base of over 8.3 million client employees, Selerix's innovative software solutions are trusted by organizations in a wide variety of industries, including healthcare, education, transportation/logistics, state and local government, nonprofit, high technology and waste management.
About NexPhase Capital:
NexPhase Capital is a thematic and operationally-focused private equity firm that invests in lower middle market growth-oriented companies within three distinct sectors: consumer, healthcare and software. The firm targets companies that have reached a growth inflection point and are seeking a value-added partner to help navigate the “next phase.” The NexPhase team has extensive industry and operational experience and NexPhase’s partners have invested together for over a decade. The firm has completed more than 80 investments including add-ons and targets control equity investments between $25 million and $150 million.
August 2021
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Has been acquired by WellSky
Exclusive financial advisor
Healthify
Has been acquired by WellSky
Exclusive financial advisor
First Analysis acted as the exclusive financial advisor to Healthify in its sale to WellSky, a leading health and community care technology company. The First Analysis team worked closely with the management team to optimally position the company and find the best partner to help Healthify to continue to achieve its objectives. First Analysis was actively engaged throughout the transaction process, including preparation, positioning, investor coordination and contact, due diligence and negotiation.
About Healthify:
Powered by a mission to build a world where no one's health is hindered by their need, Healthify builds the infrastructure to support social determinants of health (SDoH) initiatives at scale. The company builds and manages accountable networks of community-based organizations and provides the necessary interoperable technology platform to allow the healthcare sector to coordinate care within the network. Healthify works with health plans, providers, and community partners in all fifty states and is dedicated to community partner sustainability and demonstrating ROI for social service interventions to ensure families receive the services they need to thrive.
About WellSky:
WellSky is a technology company leading the movement for intelligent, coordinated care worldwide. Our next-generation software, analytics, and services power better outcomes and lower costs for stakeholders across the health and community care continuum. In today’s value-based care environment, WellSky helps providers, payers, health systems and community organizations solve tough challenges, improve collaboration for growth, harness the power of data analytics and achieve better outcomes by further connecting clinical and social care. WellSky serves more than 20,000 client sites — including the largest hospital systems, blood banks, cell therapy labs, blood centers, home health and hospice franchises, post-acute providers, government agencies and human services organizations. Informed by more than 40 years of providing software and expertise, WellSky anticipates clients’ needs and innovates relentlessly to ultimately help more people thrive.
July 2021
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Series A financing co-led by Providence Ventures and Health Enterprise Partners
Exclusive financial advisor
$15,000,000
Kno2
$15,000,000
Series A financing co-led by Providence Ventures and Health Enterprise Partners
Exclusive financial advisor
First Analysis acted as the exclusive financial advisor to Kno2 for its $15 million Series A funding round. Kno2 enables interoperability at scale across every patient care setting with the capability to send, receive, find and use patient information with everyone. First Analysis focuses its advisory services on high-growth, entrepreneur-driven companies like Kno2. The First Analysis team worked closely with the management team to optimally position the company and find the best partner to help Kno2 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 Kno2:
Kno2 connects all participants across the care continuum, human or technology, for the secure, effortless, and maximized exchange of patient information. Serving as healthcare’s largest network aggregator, Kno2’s patented API technology provides connectivity and exchange across every major national network, a growing number of regional networks such as HIEs, cloud fax, proprietary platforms that drive critical workflows, and continued expansion of EHR integrations. A technology vendor no longer has to be concerned with the heavy lift of connecting to each network and can stay focused to its core business and application, driving the best user experience possible within their technology. This is what it means to be Kno2 Connected.
INVESTMENT BANKING NEWS
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First Analysis acted as the exclusive financial advisor to Selerix Systems for its investment by NexPhase Capital
First Analysis acted as the exclusive financial advisor to Selerix in securing an investment from NexPhase Capital. Selerix produces software used by employers, brokers and carriers to simplify benefits administration, employee engagement and Affordable Care Act (ACA) reporting. The terms of the transaction were not disclosed.
August 26, 2021
First Analysis acted as the exclusive financial advisor to Selerix in securing an investment from NexPhase Capital. Selerix produces software used by employers, brokers and carriers to simplify benefits administration, employee engagement and Affordable Care Act (ACA) reporting. The terms of the transaction were not disclosed.
August 26, 2021
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First Analysis acted as the exclusive financial advisor to Healthify in its sale to WellSky®
First Analysis acted as the exclusive financial advisor to Healthify in its sale to WellSky, a leading health and community care technology company. Healthify improves the health of communities by connecting healthcare organizations with social service organizations to address the social determinants of health (SDoH). Healthify's past investors include SV Health Investors, Sandbox Ventures, Activate Venture Partners, Primary Venture Partners and Acumen. The terms of the transaction were not disc
August 03, 2021
First Analysis acted as the exclusive financial advisor to Healthify in its sale to WellSky, a leading health and community care technology company. Healthify improves the health of communities by connecting healthcare organizations with social service organizations to address the social determinants of health (SDoH). Healthify's past investors include SV Health Investors, Sandbox Ventures, Activate Venture Partners, Primary Venture Partners and Acumen. The terms of the transaction were not disc
August 03, 2021
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First Analysis acted as the exclusive financial advisor to Kno2 for its $15 million Series A funding co-led by Providence Ventures and Health Enterprise Partners
First Analysis acted as the exclusive financial advisor to Kno2 for its $15 million Series A funding round. Kno2 enables interoperability at scale across every patient care setting with the capability to send, receive, find and use patient information with everyone. The funding round was led by Health Enterprise Partners (HEP) and Providence Ventures.
July 15, 2021
First Analysis acted as the exclusive financial advisor to Kno2 for its $15 million Series A funding round. Kno2 enables interoperability at scale across every patient care setting with the capability to send, receive, find and use patient information with everyone. The funding round was led by Health Enterprise Partners (HEP) and Providence Ventures.
July 15, 2021