ABOUT US

First Analysis has a four-decade record of serving emerging growth companies, established industry leaders, and institutional investors in emerging high-growth tech-driven segments, both through its venture capital investments and through First Analysis Securities Corp. (FASC), which provides investment banking and related services. FASC is a FINRA-registered broker-dealer and member SIPC. First Analysis’s integrative research process underpins all its efforts, combining 1) dynamic investment research on thousands of companies with 2) thousands of relationships among executives, investors, and other key participants in our focus areas, yielding a deep, comprehensive understanding of each sector’s near-term and long-term potential.

FIRST ANALYSIS NEWS
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.
February 11, 2025
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.
February 11, 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.
February 07, 2025
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.
February 07, 2025
First Analysis portfolio company VisiQuate has been acquired by Accel-KKR
Accel-KKR has acquired First Analysis portfolio company VisiQuate, a provider of advanced revenue cycle analytics, AI-powered workflow and automation solutions. The strategic partnership leverages Accel-KKR's extensive resources and strategic expertise to accelerate product innovation and expand VisiQuate's team.
October 07, 2024
Accel-KKR has acquired First Analysis portfolio company VisiQuate, a provider of advanced revenue cycle analytics, AI-powered workflow and automation solutions. The strategic partnership leverages Accel-KKR's extensive resources and strategic expertise to accelerate product innovation and expand VisiQuate's team.
October 07, 2024

CONTACT INFORMATION

One South Wacker Drive
Suite 3900
Chicago, Illinois 60606
312-258-1400

©2025 by First Analysis Corporation.
One South Wacker Drive
  ·  
Suite 3900
  ·  
Chicago, IL 60606
  ·  
312-258-1400