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.
First Analysis acted as the exclusive financial advisor to SyTrue in its sale to ClaimLogiq
First Analysis acted as the exclusive financial advisor to SyTrue in its sale to ClaimLogiq, a leading technology enabling payment integrity platform. SyTrue is a pioneer in healthcare natural language processing technology, creating a seamless and cohesive solution for clinical, coding and medical record reviews.
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.
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.
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.
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
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.
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.
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.









