vpa overview - cms.vistapointadvisors.com
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VPA Overview
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A Truly Unconflicted Approach
Vista Point Advisors Is The
Leading Sell-Side Investment
Bank Exclusively Focused On
M&A and Capital Raising For
Founder-Led Software And
Internet Companies
▪ Focus on Founder-Led
minimally-funded businesses
▪ Unconflicted advice:
exclusively a sell-side advisor
▪ Software and Internet
domain expertise
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Key Metrics
78
$25 – $350M
21 23%
100%
$4.9B 8 Years
TRANSACTIONS INVESTMENT BANKERS CROSS BORDER TRANSACTIONS
TRANSACTION SIZE RANGE TOTAL ENTERPRISE VALUE AVERAGE SENIOR BANKER
TENURE AT VPA
SELL SIDE TRANSACTIONS
1,100+LOIs RECEIVED
800+BUYER RELATIONSHIPS
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Key Metrics
Deals By Type Deals By Buyer
FULL SALE
67%
INVESTMENT
33%
PUBLIC CO.
30%
PE BACKED
34%
PE PLATFORM
36%
Closed Transactions
Closed Transactions With
Leading Strategic Buyers &
Private Equity Firms
VPA routinely conducts dual-track
processes resulting in closed transactions
with industry-leading strategic and private
equity buyers.
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6
Closed Transactions
LEADING PRIVATE EQUITY FIRMS STRATEGIC BUYERS
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Closed Transactions
We Have Worked With
Exceptional Companies
Over The Years.
Here Are Our Results
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Closed Transactions
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Confidential
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Results
VPA Drives
Premium Outcomes
Consistent track-record of representing
leading private companies on outstanding
transactions with leading blue-chip
strategic acquirers and private equity
investors.
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Results
Select Private Equity
Growth Financing &
Buyouts
Tax Accounting SaaS
Ed Tech SaaS
Loyalty & Rewards SaaS
LMS SaaS
Logistics SaaS
Sales Intelligence SaaS
Security SaaS
Legal Tech
Workplace Management SaaS
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Results
Select Strategic
Sales
Infrastructure SaaS
VFX SaaS
Field Service SaaS
Mobile Privacy SaaS
Software Comparison
Real Estate Technology
Ed Tech
Compliance SaaS
Human Service SaaS
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Global Expertise
23% Of VPA’s Deals
Are Outside The US
The global perspective of VPA and access to
international decision-makers enables us to
routinely close complex cross-border M&A
transactions.
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Global Expertise
Hong Kong
UK
China
USA
USA
USA
USA
USA
USA
USA
USA
USA
USA
USAAustralia
Australia
Australia
New Zealand
Australia Australia
Australia
Canada
Canada
Canada
Canada
China
UK
UK
Germany
Jordan
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VPA Team
Industry Leading
Investment Banking
Team & TenureVPA bankers have advised on a total transaction
value of more than $40 billion and leverage a
diverse background to deliver successful
transactions to clients.
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VPA Team
MICHAEL LYON
Managing Director
Founder
JEFF BEAN
Managing Director
VPA Tenure: 10.5Y
JEFFREY KOONS
Managing Director
VPA Tenure: 10.5Y
DAVID CHO
Managing Director
VPA Tenure: 8.5Y
THOMAS LIN
Vice President
VPA Tenure: 7Y
MIKE GRECO
Vice President
VPA Tenure: 7Y
MILES LACEY
Vice President
VPA Tenure: 7.5Y
RUSSEL PERKINS
Senior Associate
VPA Tenure: 7Y
UMAR MANSURI
Associate
VPA Tenure: 2.5Y
CHARLIE PENNER
Associate
VPA Tenure: 4Y
CHET KRISTY
Associate
VPA Tenure: 2.5Y
DICKSON SMITH III
Associate
VPA Tenure: <1Y
LOSON STOCKTON
Analyst
VPA Tenure: 1Y
CHIRAAG PATIL
Analyst
VPA Tenure: 1Y
ETHAN CARLSON
Analyst
VPA Tenure: 1Y
SARABETH SANDWEISS
Analyst
VPA Tenure: <1Y
ELLIE GOZIGIAN
Analyst
VPA Tenure: <1Y
PATRICK FOWLER
Analyst
VPA Tenure: <1Y
SCOTT AUSTIN
Vice President
VPA Tenure: 8.5Y