Vista Point Advisors Overview

  • Service
  • Investment Bank

  • Founded
  • 2011

Founded

  • Employees
  • 30

Employees

  • Serviced Companies
  • 133

  • Serviced Deals
  • 133

  • Serviced Investors
  • 4

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 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
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 (133)

Company Name Service Provided Deal Date Deal Type Deal Amount
Versatile Credit Advisor: General Sep 2023 00000 0000000
00000 000 00000000 Advisor: General Jun 2023 00000 0000000
00000000 Lead Manager or Arranger May 2023 00000 0000000
000000000 Advisor: General Dec 2022 00000 0000000
00000000000 Advisor: General Nov 2022 00000 0000000
00000000000 Advisor: General Aug 2022 00000 0000000
000000 0000 000000 Advisor: General Aug 2022 00000 0000000
000000000 00000000 Advisor: General Jul 2022 00000 0000000
Suralink Advisor: General May 2022 00000 0000000
Hotel Effectiveness Solutions Advisor: General May 2022 00000 0000000
You’re viewing 10 of 133 services to companies. Get the full list »

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Vista Point Advisors Services to Investors

Service on a Deal — Buy Side (4)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Imagine Learning (Acquired) 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

This information is available in the PitchBook Platform. To explore Vista Point Advisors‘s full profile, request access.

Request a free trial

Vista Point Advisors Team (18)

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