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First Analysis acted as the exclusive financial advisor to Pharmacy Quality Solutions in its sale to Innovaccer
First Analysis acted as the exclusive financial advisor to Pharmacy Quality Solutions (PQS), a leading pharmacy-payer performance technology, in its sale to Innovaccer. The terms of the transaction were not disclosed.
March 22, 2024
First Analysis acted as the exclusive financial advisor to Pharmacy Quality Solutions (PQS), a leading pharmacy-payer performance technology, in its sale to Innovaccer. The terms of the transaction were not disclosed.
March 22, 2024
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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.
March 12, 2024
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.
March 12, 2024
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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.
September 27, 2023
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.
September 27, 2023
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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.
March 10, 2023
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.
March 10, 2023
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First Analysis acted as the exclusive financial advisor to COPILOT in QHP Capital’s investment in the company
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.
January 10, 2023
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.
January 10, 2023
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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.
August 16, 2022
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.
August 16, 2022
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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.
December 08, 2021
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.
December 08, 2021
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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.
December 03, 2021
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.
December 03, 2021
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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.
August 26, 2021
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.
August 26, 2021
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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
August 03, 2021
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
August 03, 2021
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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.
July 15, 2021
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.
July 15, 2021
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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.
May 20, 2021
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.
May 20, 2021
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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.
January 21, 2021
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.
January 21, 2021
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First Analysis acted as the exclusive financial advisor in PCMI’s equity investment
First Analysis acted as the exclusive financial advisor to PCMI Corporation in its first equity investment. PCMI is a leading provider of administration software for the automotive, consumer and industrial warranty and service management markets. The equity investment was led by Boston-based growth equity firm Equality Asset Management. Financial terms were not disclosed.
January 20, 2021
First Analysis acted as the exclusive financial advisor to PCMI Corporation in its first equity investment. PCMI is a leading provider of administration software for the automotive, consumer and industrial warranty and service management markets. The equity investment was led by Boston-based growth equity firm Equality Asset Management. Financial terms were not disclosed.
January 20, 2021
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First Analysis acted as the exclusive financial advisor to Kazmira for its minority equity investment from Perrigo
First Analysis acted as the exclusive financial advisor to Kazmira for its $50 million strategic investment by Perrigo Company (PRGO). In collaboration with Perrigo, the investment will be applied to scale up Kazmira’s facilities and laboratories, proactively engage with regulatory authorities, further develop Kazmira’s product portfolio, extend Kazmira’s reach into retail mass markets, and enhance Kazmira’s strong management and technical teams.
August 24, 2020
First Analysis acted as the exclusive financial advisor to Kazmira for its $50 million strategic investment by Perrigo Company (PRGO). In collaboration with Perrigo, the investment will be applied to scale up Kazmira’s facilities and laboratories, proactively engage with regulatory authorities, further develop Kazmira’s product portfolio, extend Kazmira’s reach into retail mass markets, and enhance Kazmira’s strong management and technical teams.
August 24, 2020
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First Analysis acted as the exclusive financial advisor to sticky.io for its minority equity investment
First Analysis acted as the exclusive financial advisor to sticky.io (formerly LimeLight CRM) for its capital financing led by Flexpoint Ford. The First Analysis team worked closely with sticky.io to understand the industry and create a unit-based economic model while positioning the company optimally in the marketplace.
July 02, 2020
First Analysis acted as the exclusive financial advisor to sticky.io (formerly LimeLight CRM) for its capital financing led by Flexpoint Ford. The First Analysis team worked closely with sticky.io to understand the industry and create a unit-based economic model while positioning the company optimally in the marketplace.
July 02, 2020
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First Analysis welcomes Andrew Walsh to its Investment Banking Group
Chicago-based First Analysis Securities Corporation announced Andrew Walsh has joined the firm as a Managing Director. This move expands First Analysis's investment banking practice and its commitment to advising premier companies in the firm's healthcare sector.
January 09, 2020
Chicago-based First Analysis Securities Corporation announced Andrew Walsh has joined the firm as a Managing Director. This move expands First Analysis's investment banking practice and its commitment to advising premier companies in the firm's healthcare sector.
January 09, 2020
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First Analysis Acted as Exclusive Financial Advisor to Built In for its $22 million Series C Financing Led by Updata Partners
Updata Partners led the round, with participation from existing investors including MATH Venture Partners, which led Built In's previous two funding rounds.
August 01, 2019
Updata Partners led the round, with participation from existing investors including MATH Venture Partners, which led Built In's previous two funding rounds.
August 01, 2019
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First Analysis acted as the Exclusive Financial Advisor to PrescribeWellness in its sale to Tabula Rasa HealthCare
First Analysis provided advisory expertise to PrescribeWellness throughout the transaction, including preparation, positioning, investor coordination and contact, due diligence and negotiation.
March 07, 2019
First Analysis provided advisory expertise to PrescribeWellness throughout the transaction, including preparation, positioning, investor coordination and contact, due diligence and negotiation.
March 07, 2019
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First Analysis acted as the Exclusive Financial Advisor to Mirixa in its sale to Cardinal Health
First Analysis acted as the exclusive financial advisor in the sale of Mirixa, a leading healthcare technology and services company specializing in medication therapy management (MTM).
January 10, 2019
First Analysis acted as the exclusive financial advisor in the sale of Mirixa, a leading healthcare technology and services company specializing in medication therapy management (MTM).
January 10, 2019
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First Analysis Acted as the Exclusive Financial Advisor to ClearCompany for $60 Million Minority Growth Equity Investment
First Analysis acted as the exclusive financial advisor to ClearCompany for its $60 million growth capital financing round led by Primus Capital.
August 20, 2018
First Analysis acted as the exclusive financial advisor to ClearCompany for its $60 million growth capital financing round led by Primus Capital.
August 20, 2018
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First Analysis leverages human capital tech expertise as co-manager on Pluralsight IPO
First Analysis recently acted as co-manager for Pluralsight Inc.'s $311 million initial public offering. Pluralsight is an enterprise technology learning platform that delivers a unified, end-to-end learning experience for businesses across the globe.
June 27, 2018
First Analysis recently acted as co-manager for Pluralsight Inc.'s $311 million initial public offering. Pluralsight is an enterprise technology learning platform that delivers a unified, end-to-end learning experience for businesses across the globe.
June 27, 2018
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First Analysis Acted as the Exclusive Financial Advisor for the Growth Equity Investment in FairWarning
First Analysis acted as the exclusive financial advisor for Mainsail Partners’ $60 million growth equity investment in FairWarning LLC, a leader in data protection and governance solutions. First Analysis provided advisory expertise to FairWarning throughout the transaction, including preparation, positioning, investor coordination and contact, due diligence and negotiation.
June 13, 2018
First Analysis acted as the exclusive financial advisor for Mainsail Partners’ $60 million growth equity investment in FairWarning LLC, a leader in data protection and governance solutions. First Analysis provided advisory expertise to FairWarning throughout the transaction, including preparation, positioning, investor coordination and contact, due diligence and negotiation.
June 13, 2018
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First Analysis Acted as the Exclusive Financial Advisor in the Sale of Club Automation
First Analysis acted as the exclusive financial advisor in the sale of Club Automation, a leading provider of web-based member management software for gyms and health clubs. First Analysis provided advisory expertise to Club Automation throughout the transaction, including preparation, positioning, due diligence and negotiation.
January 30, 2018
First Analysis acted as the exclusive financial advisor in the sale of Club Automation, a leading provider of web-based member management software for gyms and health clubs. First Analysis provided advisory expertise to Club Automation throughout the transaction, including preparation, positioning, due diligence and negotiation.
January 30, 2018
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First Analysis Acted as Exclusive Placement Agent in Certona’s Series B Financing Led by Primus Capital
First Analysis acted as the exclusive placement agent in an equity investment in Certona, the leader in omnichannel personalization solutions for the world’s largest brands and retailers.
September 27, 2016
First Analysis acted as the exclusive placement agent in an equity investment in Certona, the leader in omnichannel personalization solutions for the world’s largest brands and retailers.
September 27, 2016