| Superior Execution and Growth |
Founded in 1981, First Analysis has a 41-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
November 2021
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Has been acquired by Sensata Technologies
Exclusive financial advisor
SmartWitness
Has been acquired by Sensata Technologies
Exclusive financial advisor
First Analysis acted as the exclusive financial advisor to SmartWitness in its sale to Sensata Technologies (ST). First Analysis focuses its advisory services on high-growth, entrepreneur-driven software companies like SmartWitness. The First Analysis team worked closely with the founder and management team to optimally position the company and find the best partner to help SmartWitness 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 SmartWitness:
SmartWitness is a leading global provider of video telematics solutions with roots dating back to 2007. Ranked as one of the top five providers by industry analysts, the company sells exclusively through integrators and channel partners using its best-in-class platform, SmartAPI. With over 250,000 connected devices deployed and logging 50 million miles per day, SmartWitness provides video telematics hardware, software and services that help partners develop fleet management solutions that optimize operations, improve driving behavior and mitigate risk. Additionally, the FIA European Truck Racing Championship (ETRC) depends on SmartWitness to capture and protect the truth as its official provider of judicial review.
About Sensata Technologies:
Sensata Technologies is a leading industrial technology company that develops sensors, sensor-based solutions, including controllers and software, and other mission-critical products to create valuable business insights for customers and end users. For more than 100 years, Sensata has provided a wide range of customized, sensor-rich solutions that address complex engineering requirements to help customers solve difficult challenges in the automotive, heavy vehicle, off-road, industrial and aerospace industries. With more than 19,000 employees and operations in 13 countries, Sensata’s solutions help to make products safer, cleaner and more efficient, more electrified and more connected.
November 2021
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Strategic growth investment from Equality Asset Management
Exclusive financial advisor
Miva
Strategic growth investment from Equality Asset Management
Exclusive financial advisor
First Analysis acted as the exclusive financial advisor to Miva in securing a significant growth investment from Equality Asset Management. First Analysis focuses its advisory services on high-growth, entrepreneur-driven companies like Miva. The First Analysis team worked closely with the management team to optimally position the company and find the best partner to help Miva 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 Miva:
Miva offers a flexible, adaptable and scalable e-commerce platform that enables businesses to drive sales, maximize average order value, cut overhead costs and increase revenue. Miva has been helping businesses realize their potential for over 20 years by empowering retail, wholesale and direct-to-consumer sellers across all industries to transform their business through e-commerce.
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 services 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.
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.
INVESTMENT BANKING NEWS
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First Analysis acted as the exclusive financial advisor to SmartWitness in its sale to Sensata Technologies
First Analysis acted as the exclusive financial advisor to SmartWitness in its sale to Sensata Technologies (ST). The SmartWitness platform is comprised of proprietary vehicle telematics software and video hardware that’s purpose built for the indirect channel, including telematics service providers (TSPs) and resellers that serve vehicle fleet operators. Fleet operators use these products to assign fault in accidents and make roads safer everywhere through driver behavior modification.
December 08, 2021
First Analysis acted as the exclusive financial advisor to SmartWitness in its sale to Sensata Technologies (ST). The SmartWitness platform is comprised of proprietary vehicle telematics software and video hardware that’s purpose built for the indirect channel, including telematics service providers (TSPs) and resellers that serve vehicle fleet operators. Fleet operators use these products to assign fault in accidents and make roads safer everywhere through driver behavior modification.
December 08, 2021
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First Analysis acted as the exclusive financial advisor to Miva for its strategic growth investment from Equality Asset Management
First Analysis acted as the exclusive financial advisor to Miva in securing a significant growth investment from Equality Asset Management (EAM), a Boston-based growth equity firm. The terms of the transaction were not disclosed.
December 03, 2021
First Analysis acted as the exclusive financial advisor to Miva in securing a significant growth investment from Equality Asset Management (EAM), a Boston-based growth equity firm. The terms of the transaction were not disclosed.
December 03, 2021
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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