Case Study

NAV Tax Services Team Expertly Handles Transition of Services, Fund Spin-Off, and Complex Tax Issues


First Light Asset Management

Tax Services


First Light Asset Management invests exclusively in health care and related industries, including biotech, medical devices and equipment, health care IT, specialty pharma, diagnostic tools and services, and life science tools and services. First Light’s approach is to research and discover micro- to mid-cap investment targets with solutions that drive social benefits by making health care more affordable and accessible. First Light Chief Financial Officer and Chief Compliance Officer Kurt Peterson led a team that chose NAV as their tax services partner after a comprehensive search for full-service expertise.

How NAV Helped

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