Vista Point Advisors Overview
- Service
-
Investment Bank
- Year Founded
-
2011
- Employees
-
32
- Serviced Companies
-
151
- Serviced Deals
-
151
- Serviced Investors
-
5
Vista Point Advisors General Information
Description
Vista Point Advisors is a boutique investment bank founded in 2011 and is based in San Francisco, California. The firm focuses on providing financial advisory services such as mergers, acquisitions, capital raising, private placement advisory, valuation, and fairness opinions services majorly for the sell-side. Vista Point caters to the high-growth, software, internet, mobile, and healthcare sectors.
Contact Information
Website
www.vistapointadvisors.comYear Founded
Corporate Office
- 555 Mission Street
- Suite 2650
- San Francisco, CA 94105
- United States
Vista Point Advisors Services to Companies
Service on a Deal (151)
Vista Point Advisors has provided services on 151 deals. It last acted as a general advisor to TravelInsurance.com on a . The deal was made in 2025.
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| TravelInsurance.com | Advisor: General | Apr 2025 | ||
| ATR (Texas) | Advisor: General | Mar 2025 | ||
| Quimbee | Advisor: General | Dec 2024 | ||
| Together (Business/Productivity Software) | Advisor: General | Dec 2024 | ||
| Element451 | Advisor: General | Nov 2024 | ||
| RoofLink | Advisor: General | Nov 2024 | ||
| Courseloop | Advisor: General | Nov 2024 | ||
| Bulbshare | Advisor: Financial Due Diligence | Oct 2024 | ||
| rater8 | Advisor: General | Apr 2024 | ||
| Channel Mechanics | Advisor: General | Mar 2024 |
Vista Point Advisors Services to Investors
Service on a Deal — Buy Side (5)
Vista Point Advisors has provided buy side services on 5 deals. It last acted as a general advisor to Appliqate on a . The deal was made in 2019.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Appliqate | Advisor: General | May 2019 | ||
| Imagine Learning (Acquired) | Advisor: General | Oct 2016 | ||
| Aleyant | Advisor: General | Sep 2016 | ||
| WellSky | Advisor: General | May 2016 | ||
| Hyland Software | Advisor: General | Oct 2015 |
Service on a Deal — Sell Side (1)
Vista Point Advisors has provided sell side services on 1 deal. It last acted as a general advisor to Parlant Technology on a . The deal was made in 2014.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Parlant Technology | Advisor: General | Nov 2014 |
Vista Point Advisors Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Vista Point Advisors FAQs
-
When was Vista Point Advisors founded?
Vista Point Advisors was founded in 2011.
-
Where is Vista Point Advisors headquartered?
Vista Point Advisors is headquartered in San Francisco, CA.
-
What is the size of Vista Point Advisors?
Vista Point Advisors total number of employees/professionals is 32.
-
What service provider type is Vista Point Advisors?
Vista Point Advisors's service provider type is Investment Bank.
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