Vista Point Advisors Overview

  • Service
  • Investment Bank

  • Year Founded
  • 2011

Year Founded

  • Employees
  • 32

Employees

  • 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

Year Founded
2011
Service Provider Type
Investment Bank
Corporate Office
  • 555 Mission Street
  • Suite 2650
  • San Francisco, CA 94105
  • United States
+1 (415)

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
You’re viewing 10 of 151 services to companies. Get the full list »

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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
To view Vista Point Advisors’s complete services on a deal — buy side history, request access »

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
To view Vista Point Advisors’s complete services on a deal — sell side history, request access »

Vista Point Advisors Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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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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