Perspectives

Vista Point bankers provide thoughts and insights into technology M&A, transactions and their implications, and the world of boutique investment banking

Category Archives: M&A / Capital Raise Process Insights

Why Hiring an Unconflicted Investment Bank Advisor Matters

In the M&A process, investment banks (“advisors”) are used to advise both buyers and sellers. Advisors can choose which side they would like to work on (but not both simultaneously) and indeed most firms have acted in both capacities at some point in time. Advising on both the buy-side and sell-side, however, poses an inherent

Selecting a Boutique vs. Middle-Market Investment Bank

When it comes to providing M&A services to SMBs, boutique investment banks (“boutiques”) and middle-market investment banks (“MMBs”) are the primary players. This overview is meant to help in selecting which advisor to use for your transaction. General Services and Structure: A typical MMB offers a wide range of investment banking services that may include

Key Metrics in an Internet Transaction

As M&A advisors with a focus on internet business, one of the most common questions we get asked is “What are the key metrics I need to be aware of going into a transaction?” Often times, the Key Performance Indicators (KPIs) founders focus on day to day are not the same as what a buyer

Key Metrics in a SaaS Transaction

The Software-as-a-Service (SaaS) market, expected to grow 25% in 2013 and reach $59 billion per Forrester Research, is quickly becoming the preferred software delivery platform for enterprises of all sizes from Fortune 500 to SMB. For customers, the advantages of SaaS are clear and compelling: sophisticated functionality without up-front costs, high internal adoption rates, and

Why hire an advisor when selling your company or raising capital?

Entrepreneurs often ask us the following question, “Why should I hire an advisor?” There are a multitude of reasons as to why one should hire an advisor, but the short answer is that a banker’s true value is their ability to significantly increase the purchase price and the probability of closing a successful transaction. A