First Analysis has built strong relationships with many of the world’s leading institutional public equity and alternative asset investors. A group of eight professionals is primarily responsible for these institutional relationships. This team interacts daily with the firm's investment research professionals to provide institutional investors with timely and meaningful updates.
The team is distinguished by its strong background in business and financial analysis. Nearly every member has a graduate degree in business or is a Chartered Financial Analyst, and some have a background in corporate finance consulting. The team has been recognized by Institutional Investor magazine’s Best of the Boutiques Research Survey, a distinction almost exclusively bestowed on research analysts.
First Analysis Security Corporation’s full-service trading desk serves institutional investors world-wide and has a reputation for high-quality execution. Our traders average more than 20 years of experience and have a wealth of knowledge and skill in handling illiquid issues with minimal market impact. First Analysis traders are also experienced in 144(A), restricted stock, and private capital distribution sales.
First Analysis’s trading desk works on numerous buyback programs for NYSE- and over-the-counter-listed companies and assists in coordinating the transition from private capital to public markets.