Services

M&A Advisory Services

We appreciate that each client is unique and will prioritize various facets of the transaction appropriately. Price/Valuation, Currency, Timing, Structure, Ownership, Employees and Other Factors all play a part in meeting the overall client objectives. Once we know what matters most, we will find the right transaction for your business.

Strategic Advisory Offerings:

How does VPA add Value:

Domain Expertise:
We are not generalists, but specialists. Our domain expertise helps us frame your story to optimize valuation and any other criteria that you set forth. Through our due diligence process, we will build a consistent story around your business to determine the strategic fit with various buyers and investors. Strategic positioning is imperative to a transaction and will generate excess demand for your business.

Access to Decision Makers:
Our experience provides us with access to a broad spectrum of potential buyers and investors. We know what they are looking for and we understand the complex internal processes within large institutions. Vista Point Advisors can navigate the internal bureaucracy and engage you with the decision makers and the sponsors that will drive your transaction.

Running a Hyper-Competitive Process:
Leverage in the transaction will be predicated on knowing what your alternatives are and running them in parallel. We maintain a non-exclusive process for as long as possible while keeping the integrity of your process intact. Heightened transparency and consistent communication with all parties allows us to remain credible with investors and partners. Vista Point Advisors remains active throughout the transaction, and concentrates on providing value through the documentation and structuring stages. While traditional banks will rely on legal teams to negotiate key terms, our professionals remain vigilant and reinforce a united front to negotiate the best terms for our clients.

Transactions

Capital Raising & Private Placement Advisory

VPA professionals have advised numerous companies through complex private placement and capital raising processes, and have extensive experience through all levels of the capital structure. VPA maintains significant relationships with a wide variety of institutional investors ranging from early-stage west coast VCs to late stage buyout firms.

This broad spectrum of investor relationships allows VPA to find the appropriate capital partner for the client’s desired transaction goal. Common security structures VPA advises on include Equity (Common and Preferred), Hybrid (Convertibles, Warrants) and Debt (Credit Lines, Senior, Venture, Mezzanine).

Indicative Use of Proceeds:

  • Growth Capital
  • Shareholder Liquidity (Secondary Sales)
  • Working Capital
  • Bridge Financing
  • Carveouts & Divestitures

Indicative Transaction Types:

  • Minority & Majority Investments
  • Minority & Majority Recapitalizations
  • Leveraged Buyouts
  • Management Buyouts

Transactions

Valuation and Fairness Opinions

VPA provides valuation services to companies for a variety of purposes. We produce comprehensive analyses that reflect our technical depth and extensive real-world experience with complex valuation issues. All of our analyses combine a detailed understanding of a business, industry, economic period, and future corporate strategic alternatives.

Valuation Offerings:

  • Fairness Opinions
  • Tax Planning and Compliance (409A)
  • Purchase price allocation
  • Leveraged transaction solvency analysis
  • Buy / sell agreements

Transactions