Vista Point Advisors Overview

  • Service
  • Investment Bank
  • Founded
  • 2011
Founded
  • Employees
  • 14
Employees
  • Serviced Companies
  • 106
  • Serviced Deals
  • 106
  • Serviced Investors
  • 6

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 and acquisitions, capital raising and private placement advisory, valuation, and fairness opinions services. Vista Point caters to the high-growth, software, internet, mobile, and healthcare sectors.

Contact Information

Year Founded
2011
Service Provider Type
Investment Bank
Primary Office
  • 555 Mission Street
  • Suite 2650
  • San Francisco, CA 94105
  • United States
+1 (415) 000-0000

Vista Point Advisors Services to Companies

Service on a Deal (106)

Company Name Service Provided Deal Date Deal Type Deal Amount
Stukent Advisor: General Aug 2021 00000 0000000
00000000.00 Advisor: General Jul 2021 00000 0000000
0000 Advisor: General Jul 2021 00000 0000000
000000 Advisor: General Jul 2021 00000 0000000
0000000.000 Advisor: General May 2021 00000 0000000
0000000000 Advisor: General Apr 2021 00000 0000000
00000000 Advisor: General Jan 2021 00000 0000000
00000000 Advisor: General Jan 2021 00000 0000000
Briostack Advisor: General Jan 2021 00000 0000000
Pear Deck Advisor: General Oct 2020 00000 0000000
You’re viewing 10 of 106 services to companies. Get the full list »
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Vista Point Advisors Services to Investors

Service on a Deal — Buy Side (6)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Kerridge Commercial Systems Advisor: General Dec 2017 00000 0000000
000000 000 0000000 Advisor: General Mar 2017 00000 0000000
0000000 00000000 Advisor: General Oct 2016 00000 0000000
0000000 Advisor: General Sep 2016 00000 0000000
WellSky Advisor: General May 2016 00000 0000000
Hyland Software Advisor: General Oct 2015 00000 0000000
To view Vista Point Advisors’s complete services on a deal — buy side history, request access »

Service on a Deal — Sell Side (1)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Parlant Technology Advisor: General Nov 2014 00000 0000000
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 Team (18)

Name Title Deals Office Contact
Info
Jeffrey Koons Founding Member & Managing Director 0 San Francisco, CA
Jeffrey Bean Founding Member & Managing Director San Francisco, CA
Drew Pascarella Managing Director and Head of East Coast Banking San Francisco, CA
David Cho Managing Director 0 San Francisco, CA
Michael Lyon Founder and Managing Partner 0 San Francisco, CA
You’re viewing 5 of 18 team members. Get the full list »