Vista Point Advisors is a premier boutique investment bank dedicated to providing sell-side M&A advisory and capital raising services. The firm specializes in partnering with founder-led, middle-market companies within the dynamic software and internet sectors. Their approach combines deep industry expertise, extensive transactional experience, and a commitment to maximizing value for their clients through tailored strategic advice and meticulous execution.
The San Francisco headquarters serves as the central hub for the firm's strategic operations, client engagement, deal execution, and corporate management.
Modern office facilities situated in a prime downtown San Francisco location, equipped with advanced technology and meeting spaces conducive to confidential client advisory and collaborative teamwork.
Characterized by a high-performance, client-centric, and intellectually rigorous culture. The firm fosters collaboration, deep industry expertise, and a commitment to achieving optimal outcomes for its clients in the software and internet sectors.
The headquarters' location in San Francisco provides direct access to a vibrant ecosystem of technology companies, entrepreneurs, and investors, facilitating strong client relationships and market insights.
While Vista Point Advisors has physical offices in San Francisco and Boston, their transactional reach is global. The firm regularly advises on cross-border M&A deals, connecting North American software and internet companies with international buyers and investors, and vice-versa. Their expertise spans navigating the complexities of international transactions to achieve optimal outcomes for their clients worldwide.
275 Sacramento Street, Suite 500
San Francisco
CA
USA
Address: One Marina Park Drive, Suite 900, Boston, MA 02210
Enhances Vista Point Advisors' national coverage, providing localized support and access to the thriving technology and investment community in Boston and the broader New England area.
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As of April 2025, Vista Point Advisors' leadership includes:
Vista Point Advisors has been backed by several prominent investors over the years, including:
Based on publicly available information, Vista Point Advisors has maintained a stable senior executive team (Managing Director level) with no major publicly announced new hires or departures in the last 12 months. The firm continues to be led by its experienced group of Managing Directors.
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Vista Point Advisors commonly utilizes standard corporate email formats. The most probable format is [first_initial][last]@vistapointadvisors.com, though other variations might exist.
flast@vistapointadvisors.com (e.g., jdoe@vistapointadvisors.com)
Format
mlyon@vistapointadvisors.com (example for Michael Lyon)
Example
85%
Success rate
Vista Point Advisors Official Website • May 2024
Vista Point Advisors announced it acted as the exclusive financial advisor to Enquire, a leading SaaS provider of CRM, marketing automation, and contact center solutions for senior living and post-acute care, in its acquisition by Avetta, a global leader in supply chain risk management....more
Vista Point Advisors Official Website • April 2024
Vista Point Advisors served as the exclusive financial advisor to ClockShark, a premier provider of time tracking and scheduling software for local trade, field service, and construction companies, in its sale to Simpro, a global leader in field service management software....more
Vista Point Advisors Official Website • February 2024
Vista Point Advisors acted as the exclusive financial advisor to Jetäs Inc., a provider of mission-critical software development and digital transformation services to the U.S. Intelligence Community, on its majority recapitalization by Godspeed Capital Management LP....more
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