Private Equity Firm Financial Services

First Analysis

Chicago, Illinois, United States

For over 40 years, First Analysis has supported emerging growth companies and established leaders across high-growth, technology-driven sectors through a dual approach of venture capital investing and comprehensive advisory services.

Focus Areas
Venture/growth equity investing, Venture capital, Venture advisory services

Tracked deals

4

4 tracked deals across 2021-2025.

Recent pace

0

0 tracked deals announced in the last 12 months.

Deal mix

Growth capital

4 growth capital

First Analysis Acquisition Volume by Year

Last 2 years

Acquisition volume by year Annual acquisition counts for the last 2 years for First Analysis. 3 2021 1 2025

Supporting Data

Recent Transactions

  • Buyer
    Marlin Equity Partners, First Analysis, HealthX Ventures, Bogdan Nedelcu
    Target
    Intelligent Locations

    Marlin Equity Partners completed a growth investment in Intelligent Locations, a Raleigh-based provider of AI-powered real-time location system (RTLS) software for healthcare organizations. The funding will support further development of Intelligent Locations' INTRAX platform; First Analysis also participated while founder Bogdan Nedelcu and HealthX Ventures will retain significant stakes.

  • Buyer
    Argentum, First Analysis, Costner Lake Investments
    Target
    Lender Price
    Industry
    Cloud & SaaS

    Argentum led a strategic growth investment in Lender Price, a California-based provider of cloud-native mortgage pricing and digital lending SaaS, with participation from First Analysis and existing investor Costner Lake Investments. The capital will be used to accelerate product development, sales & marketing, and customer service as Lender Price scales its PPE engine and digital lending platform.

  • Buyer
    Argentum, First Analysis Corporation
    Target
    SmartCommerce
    Industry
    Cloud & SaaS

    New York-based growth equity firm Argentum led a $13 million investment in SmartCommerce to accelerate product development, expand sales, and extend the company’s AI-assisted Click2Cart SaaS platform for CPG brands. First Analysis Corporation also participated in the round, and Argentum partner Walter H. Barandiarán joined SmartCommerce’s board.

  • Buyer
    Equality Asset Management, First Analysis
    Target
    PCMI (Policy Claim Management International)
    Industry
    Cloud & SaaS

    PCMI (Policy Claim Management International), a Park Ridge, Illinois-based provider of SaaS warranty and service administration software, announced its first equity investment from Boston-based Equality Asset Management with participation from Chicago-based First Analysis. The growth capital will support product expansion and client acquisition across North America and globally; financial terms were not disclosed.

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