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.

Technology / SaaS
Healthcare
Environmental Technology
STRATEGIC
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
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
Investment by NexPhase Capital
Exclusive financial advisor
August 2021
Has been acquired by WellSky
Exclusive financial advisor
July 2021
Series A financing co-led by Providence Ventures and Health Enterprise Partners
Exclusive financial advisor
$15,000,000
INVESTMENT BANKING NEWS
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
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
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
Investment banking and corporate finance services are offered through First Analysis Securities Corporation ("FASC" or "First Analysis Securities"), a subsidiary of First Analysis Corp.
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First Analysis Securities Corp. (FASC) is a registered broker/dealer with FINRA and member SIPC.