Founded in 1981, First Analysis has a 39-year track record of serving emerging growth companies and established industry leaders within its focused areas of domain expertise. Our investment banking practice leverages industry insights developed through our research and investing activities to deliver value to clients across the life cycle of a business. Providing senior-level attention to every client, First Analysis offers superior execution across a comprehensive range of investment banking services, including M&A advisory and growth financings.

Finance

First Analysis

Oliver Nicklin

Alice Epstein

Matthew Nicklin

Tracy Marshbanks

Eric Terhorst

Howard Smith

Daniel Smereczynski

Andrew Walsh

Joseph Munda

James MacDonald

Dave Leshuk

Terry Kiwala

David Hess

Corey Greendale

David Gearhart

Clement Erbmann

Richard Conklin

Kenny Guerrero

Walid Elmekki

Michael Bartel

Liam Moran

Charles Morgan

Marta Mikos

- The University of Chicago Booth School of BusinessThe founding team at First Analysis has a wealth of experience in the financial industry. The team has worked at William Blair, one of the top investment banks in the world, and have degrees from some of the top universities, including the University of Texas at Austin and the University of Chicago Booth School of Business. This experience and education gives the team the ability to provide top-tier financial advice to their clients.

Founding Team

Board of Directors

Leadership Team

Founding Team

About

Team members

Other teams at First Analysis

Board of Directors

Leadership Team