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 current leadership team at First Analysis has a wealth of experience in various industries. The Chief Operating Partner, for example, has experience working in a major investment bank. Other members of the team have backgrounds in engineering, accounting, and marketing. This diverse range of experiences and skills allows the team to approach problems from multiple angles and find creative solutions.

Leadership Team

Board of Directors

Founding Team

Leadership Team

About

Team members

Other teams at First Analysis

Board of Directors

Founding Team