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Vista Point Advisors's Overview

Total employees31
HeadquartersSan Francisco
Founded2011

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.

Where is Vista Point Advisors's Headquarters?

Vista Point Advisors officeVista Point Advisors officeVista Point Advisors officeVista Point Advisors office
*Images sourced via web search. Rights belong to original owners

HQ Function

The San Francisco headquarters serves as the central hub for the firm's strategic operations, client engagement, deal execution, and corporate management.

Notable Features:

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.

Work Culture:

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.

HQ Significance:

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.

Values Reflected in HQ: The headquarters' professional environment, strategic location, and functional design underscore Vista Point Advisors' core values of excellence, integrity, client focus, and market leadership in M&A advisory.

Location:

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.

Street Address:

275 Sacramento Street, Suite 500

City:

San Francisco

State/Province:

CA

Country:

USA

Vista Point Advisors's Global Presence

Boston, MA/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.

Buying Intent Signals for Vista Point Advisors

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Vista Point Advisors

As of April 2025, Vista Point Advisors' leadership includes:

Michael Lyon - Managing Director
Scott Austin - Managing Director
Tim Tolo - Managing Director
Brendan Walsh - Managing Director
Seth Rosenfield - Managing Director
Adam Hearsay - Managing Director

Investors of Vista Point Advisors

Vista Point Advisors has been backed by several prominent investors over the years, including:

Privately Held

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

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.

Technology (Tech Stack) used by Vista Point Advisors

Discover the tools Vista Point Advisors uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Vista Point Advisors Email Formats and Examples

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

News and media

Vista Point Advisors Official WebsiteMay 2024

Vista Point Advisors Advises Enquire on its Acquisition by Avetta

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 WebsiteApril 2024

Vista Point Advisors Advises ClockShark on its Sale to Simpro

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 WebsiteFebruary 2024

Vista Point Advisors Advises on Majority Recapitalization of Jetäs Inc. by Godspeed Capital

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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