First Analysis is a U.S.-based firm with a four-decade history of serving emerging growth companies, established industry leaders, and institutional investors. The firm operates through two primary entities: First Analysis Private Equity Management V-B, LLC, an SEC-registered investment adviser providing venture capital investment advisory services, and First Analysis Securities Corp. (FASC), a registered broker-dealer offering investment banking services and securities.
Focusing on high-growth, tech-driven segments, First Analysis utilizes an integrative research process, combining dynamic investment research on numerous companies with extensive relationships among executives, investors, and other industry participants. This approach facilitates a deep understanding of each sector's potential, both short-term and long-term.
With a staff of 51 and generating an annual revenue of $10.7 million, First Analysis is positioned as a key player within the venture capital and investment banking spheres, particularly within the tech-driven market segments.