First Analysis

Managing director and managing partner of the venture funds with over two decades at the firm. He leads efforts in future-of-work, supply chain and learning technology and supports investments including Perceptyx, SynergySuite and Yello.

Managing director and research director with over three decades at the firm, shaping research in emerging high-growth technology and healthcare sectors. He joined in 1989 after roles at Arthur Andersen and government agencies.

Managing director and managing partner of the venture funds with over three decades at the firm, leading work in cybersecurity, internet infrastructure and IoT. He supports investments including Fortress Information Security, Gradient Cyber and Stamus Networks.

Managing director with over two decades at the firm focused on SaaS businesses and author of the 'SaaS Quarterly Insights' report. He supports investments including SynergySuite, ViralGains and Yello.

Managing director focused on healthcare technology who joined in 2015, building franchises in drug development and medical technology. He supports investments including Checkpoint Surgical, VIDA Diagnostics and Yunu.

Managing director steering the firm's strategic vision and leading its investment banking efforts, focused on B2B tech businesses. He joined in 2010 after a decade at William Blair and supports investments including Kno2, PCMI and Sware.

Founder and chairman of First Analysis, previously COO and director of research at William Blair. He also founded the First Analysis Institute of Integrative Studies.

Managing director who invests and advises on growth transactions in human capital management and fintech software. He joined in 2012 after roles at Robert W. Baird and William Blair, and has completed over 100 transactions.

Managing director with over two decades at the firm focused on businesses where chemical and medical technologies are key. He holds a chemical engineering doctorate and supports investments including Checkpoint Surgical and VIDA Diagnostics.

Marketing and communications manager leading publishing, graphic design, PR and event planning. She joined in 2010 after working at renewable energy startup Solargenix Energy.

Vice president specializing in research and investment in selected IT sectors and coordinating the firm's communications infrastructure. He joined in 1997 after running a computer consulting business.

Vice president leading marketing for the firm's venture capital activities and integrative industry research. He joined in 1992 after roles in institutional sales and investment analysis, and holds the CFA charter.

Senior vice president focused on corporate finance in the chemistry-enabled sector. He joined in 2000 after sixteen years in engineering and management consulting.

Adviser supporting business development who joined in 2024. He co-founded executive search firm Hunt Club and was a partner at venture studio New Coast Ventures.

Staff accountant who joined First Analysis in 2024 from Ernst & Young's assurance staff, with an accounting degree from the University of Alabama.

Associate who joined First Analysis in 2021. He previously worked at Prairie Capital Advisors on financial models and valuations, and holds an accounting and finance degree from the University of Illinois.

Vice president who joined in 2020 after Macy's executive development program, where he handled financial modeling and forecasting. He holds an economics degree from Kenyon College.

Analyst who joined First Analysis in 2023 after an internship. She previously interned at Stifel Financial in the energy and natural resources group and holds a degree from Washington & Lee University.

CFO for First Analysis' venture capital funds, overseeing fund accounting, reporting and LP communications. He joined in 2022 from RSM US, where he was a senior tax manager focused on private equity funds.

Analyst who joined First Analysis in 2024. He previously interned at Bridges Trust in equity research and at Spreetail in FP&A, and holds a finance degree from the University of Nebraska.

Treasurer specializing in financial administration who joined in 2005 after interning in the firm's accounting department. He holds a finance degree from the University of Illinois.

Associate who joined First Analysis in 2021 after an internship. He previously interned at Wintrust Financial and holds a finance degree from The Ohio State University.