Phigenics 2026

First Analysis acted as the exclusive financial advisor to Phigenics in its majority growth investment from Battery Ventures

First Analysis acted as the exclusive financial advisor to Phigenics, a healthcare-focused end-to-end water risk management platform, in its majority growth investment from Battery Ventures. The partnership is intended to position Phigenics for continued growth through increased investment in new and existing products, as well as expansion into new markets.

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Mednet 2025

First Analysis acted as the exclusive financial advisor to Mednet in its sale to CRScube

First Analysis acted as the exclusive financial advisor to Mednet, a leading provider of eClinical data management software, in its sale to CRScube. The transaction brings together two established eClinical technology providers whose complementary capabilities support the growing demand for flexible, integrated clinical research solutions across North America and Asia.

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Intelligent Locations

First Analysis advised, invested in healthcare tech provider Intelligent Locations

First Analysis Securities Corp. advised Intelligent Locations on its recent growth investment from Marlin Equity Partners. Intelligent Locations is a leading provider of AI-powered real-time location software for healthcare enterprises. Intelligent Locations’ suite of solutions enables hospitals to track assets, people and processes in real-time. Venture capital fund First Analysis Fund XIV also participated in the investment. The investment will support further advancement of Intelligent Locations’ AI-powered INTRAXTM platform to optimize critical business and clinical operations for hospitals.

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Tbx Tombstone 2025

First Analysis acted as the exclusive financial advisor to TBX® in its sale to Selerix

First Analysis acted as the exclusive financial advisor to The Benefits eXpert® (TBX®), an employee benefits technology company that offers an engagement, education and administrative platform, in its sale to Selerix, a provider of cloud-based benefits administration and communications solutions.

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Upfront 2025

First Analysis acted as the exclusive financial advisor to Upfront Healthcare in its sale to Health Catalyst

First Analysis acted as the exclusive financial advisor to Upfront Healthcare Services (Upfront), a next-generation patient engagement platform provider, in its sale to Health Catalyst (Nasdaq: HCAT), a provider of data and analytics technology and services to healthcare organizations.

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First Analysis acted as the exclusive financial advisor to BHS in its partnership with ReviveHealth and Eir Partners

First Analysis acted as the exclusive financial advisor to BHS, a provider of comprehensive mental health solutions through employee and student assistance programs, in its partnership with ReviveHealth and Eir Partners. The terms of the transaction were not disclosed.

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Clearco 2023

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.

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Masttro 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.

First Analysis acted as the exclusive financial advisor to Masttro in its $43 million growth equity investment led by FTV Capital Read More »