Superior Execution
and Growth

Founded in 1981, First Analysis has a 42-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 merger & acquisition advisory, growth equity financings, and private equity recapitalizations.

Technology / SaaS
Healthcare
Environmental Technology
STRATEGIC
MERGER & ACQUISITION
We offer a comprehensive suite of merger & acquisition 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
September 2023
Has been acquired by Gemspring
Exclusive financial advisor
March 2023
Growth equity investment by FTV Capital
Exclusive financial advisor
$43,000,000
January 2023
Has received investment from QHP Capital
Exclusive financial advisor
INVESTMENT BANKING NEWS
First Analysis acted as the exclusive financial advisor to ClearCompany in Gemspring Capital’s acquisition of the company
First Analysis acted as the exclusive financial advisor to ClearCompany in Gemspring Capital’s acquisition of the company. ClearCompany, a full-spectrum talent management platform, has enabled thousands of companies to maximize talent by empowering people at every stage of the employee journey. The terms of the transaction were not disclosed.
September 27, 2023
First Analysis acted as the exclusive financial advisor to ClearCompany in Gemspring Capital’s acquisition of the company. ClearCompany, a full-spectrum talent management platform, has enabled thousands of companies to maximize talent by empowering people at every stage of the employee journey. The terms of the transaction were not disclosed.
September 27, 2023
First Analysis acted as the exclusive financial advisor to Masttro in its $43 million growth equity investment led by FTV Capital
First Analysis acted as the exclusive financial advisor to Masttro in its $43 million growth equity investment led by FTV Capital. Citi Ventures also participated. Masttro is a leading wealth technology company serving family offices, financial advisors and large institutions managing the wealth of ultra high net worth families.
March 10, 2023
First Analysis acted as the exclusive financial advisor to Masttro in its $43 million growth equity investment led by FTV Capital. Citi Ventures also participated. Masttro is a leading wealth technology company serving family offices, financial advisors and large institutions managing the wealth of ultra high net worth families.
March 10, 2023
First Analysis acted as the exclusive financial advisor to COPILOT in QHP Capital’s investment in the company
First Analysis acted as the exclusive financial advisor to COPILOT Provider Support Services, LLC, in QHP Capital’s investment in the company. The terms of the transaction were not disclosed. COPILOT is a leading provider of technologically advanced healthcare access solutions. Since its inception in 2010, COPILOT has partnered with pharmaceutical companies to help patients and providers navigate access to life-changing therapies and manage reimbursement challenges.
January 10, 2023
First Analysis acted as the exclusive financial advisor to COPILOT Provider Support Services, LLC, in QHP Capital’s investment in the company. The terms of the transaction were not disclosed. COPILOT is a leading provider of technologically advanced healthcare access solutions. Since its inception in 2010, COPILOT has partnered with pharmaceutical companies to help patients and providers navigate access to life-changing therapies and manage reimbursement challenges.
January 10, 2023
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.