First Analysis Logo Big

Research at our core

Transforming insight into impact

Our dedication to in-depth research isn’t just a part of what we do — it’s the cornerstone of how we add outstanding value to our partnerships. By delving deep into market trends and sector-specific dynamics, we equip our partners with the foresight and strategies they need to stay ahead.

Competitive Differentiation

Competitive differentiation

Identifying key differentiators and setting our partners apart in the marketplace

Product Pricing

Product pricing

Helping set partners’ pricing levels and structure to optimize both value creation and customer ROI and alignment.

Positioning

Positioning

Helping our partners communicate their value proposition to their end market and the investment community

Market Sizing

Market sizing

Analyzing the magnitude of the market opportunity for our partners’ existing and potential future solutions, a key aspect of deciding where to focus resources

Targeting Potential Acquirers

Targeting potential acquirers

Identifying and helping build relationships with potential strategic acquirers of our partners well in advance of a sale process

Aligning With Investors

Follow-on investors

Finding value-add investors aligned with our partners’ goals

Finding Channel Partners

Channel partners

Identifying and connecting with the most synergistic channel partners

Acquisition Targets

Acquisition targets

In cases where M&A can help our partners achieve their goals, identifying strategic acquisition targets

Board Member Recruitment

Board member recruitment

Tapping into an established network of industry leaders as valuable potential board members

Executive Talent Acquisition

Executive talent acquisition

Leveraging our research-cultivated network to identify and attract top executive talent

Access To Specialized Advisors

Access to specialized advisors

Introductions to industry leaders with specific expertise from which our partners can benefit

Governance Structures

Governance structures

Advising on governance best practices to set partners up for success as they grow

Compensation Plans

Compensation plans

Advising on industry best practices for aligning compensation with value creation and talent acquisition and retention goals

Kpi Metric Reporting

KPI/metric reporting

Implementing industry benchmark key performance indicators (KPIs) and metrics

Personnel Optimization

Personnel optimization

Advising on scaling and optimizing our partners’ teams

Industry Benchmarks

Industry benchmarks

Providing access to industry benchmarks for strategic planning

Venture
Capital

We don’t just invest – we partner. As the largest investor in our own funds, we engage deeply with each portfolio company. Our strategy? Selective investments in sectors in which our research provides differentiated insight, with a focus on building toward a successful exit. This means more hands-on board involvement, fostering stakeholder alignment and achieving high-quality results with favorable valuations.

Our investment vision is clear: empowering entrepreneur-driven, capital-efficient growth companies. We target businesses with $1 to $10 million in annual recurring revenue within our focus sectors, investing from $3 to $10 million. Each year, we commit to only a small number of platforms, dedicating our resources for truly impactful engagement.

Expand

Transaction
Advisory

Investment bankers define themselves by the processes they run, not the businesses they represent. Our advisory services extend beyond mere transaction facilitation – we empower entrepreneurs by helping them fully comprehend the growth investment opportunities available to them. We intentionally avoid prospecting private equity portfolio firms for future clients. Instead, we focus solely on the unique aspirations and desired outcomes of our partners.

Growth Capital

Growth capital raises: $20 to $100 million for rapidly growing companies with clear use of proceeds to accelerate business.

Minority recapitalizations: Combination of growth capital and liquidity for our partners that need growth capital but aren’t willing to cede majority control to a third-party partner.

M&A

Strategic exit: Build thoughtful, creative engagements with potential strategic buyers or partners to position our clients to be bought, not sold.

Majority recapitalizations: Develop relationships with institutional financial firms to target the best partners for our clients when they want a second bite at the apple.

Expand

Our core
services

Offering both venture capital and transaction advisory services significantly increases the value we bring to our partners. Insights gained from our venture capital investments directly inform our transaction advisory practices, providing us with a deep understanding of business dynamics and entrepreneur needs. In turn, our transaction advisory work, which involves regular interactions with potential investors and acquirers, feeds valuable market insights back into our venture capital strategies.

This synergy ensures we stay ahead of market trends, helping us offer well-rounded, strategic advice that translates into more informed decisions and better outcomes. We don’t just advise or invest — we build lasting partnerships that drive real value at every stage.

Creating partnerships for shared success for over 40 years

Select FIRST ANALYSIS portfolio companies and advisory transaction partners

* The companies and executive comments presented are examples of companies and executives First Analysis Securities Corp. and First Analysis Capital Management LLC have worked with as an advisor or investor to help achieve business, capital raising and transactional goals. They are not intended to be a representative sample of all companies First Analysis has worked with. The testimonials by company executives are intended to highlight their experiences working with First Analysis. The experiences of other companies and company executives may differ from those presented. First Analysis did not provide compensation to the companies or company executives in connection with these statements. The statements are not a guarantee of future performance or success.

Ready to get started?