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
July 2021
Series A financing co-led by Providence Ventures and Health Enterprise Partners
Exclusive financial advisor
$15,000,000
May 2021
Series B financing led by TT Capital Partners
Exclusive financial advisor
$25,000,000
January 2021
SwipeSense has been sold
Exclusive financial advisor
INVESTMENT BANKING NEWS
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
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
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
Investment banking and corporate finance services are offered through First Analysis Securities Corporation ("FASC" or "First Analysis Securities"), a subsidiary of First Analysis Corp.
©2021 by First Analysis Corporation.
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Suite 3900
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First Analysis Securities Corp. (FASC) is a registered broker/dealer with FINRA and member SIPC.