Team

  • The Vista Point team is highly focused on providing expert advice to founder-led businesses in the technology, healthcare, and consumer industries.

    We have significant experience in investment banking, engineering, and operations. Our investment bankers have advised on total deals in excess of $40 billion of transaction value.

  • Michael Lyon

    Founder and Managing Director

    Michael Lyon

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    Michael Lyon is the Founder and Managing Director of Vista Point Advisors. Michael has spent 18 years as a technology investment banker and chemical engineer. Michael has advised on transactions with an aggregate enterprise value of >$20 billion ranging from sell-side and buy-side advisory to IPOs. Mike’s advisory focus at Vista Point is on SaaS, Mobile, Digital Media and traditional software businesses.

    Prior to founding Vista Point Advisors, Michael worked at Citigroup where he was a senior member of the technology M&A team. Previous to Citigroup Michael was an engineer for ExxonMobil and BP where he managed chemical plant operations. Michael has a B.S. in Chemical Engineering from the Colorado School of Mines and an MBA from the Kellogg Graduate School of Management.

    Select sell-side transactions for founder-led businesses include:

    -The majority recapitalization of Absorb Software by Silversmith Capital Partners
    -The sale of On-Site to RealPage
    -The sale Thinkbox Software to Amazon
    -The majority recapitalization of SecureLink by Vista Equity Partners
    -The minority recapitalization of Opus 2 by Rothschild Merchant Bank
    -The sale of NaturalPoint to Planar Systems (Leyard)
    -The sale of CompareCards to LendingTree
    -The sale of Think Through Learning to Imagine Learning (Weld North)
    -The sale of LawRoom to EverFi (NEA)
    -The sale of NextAdvisor to Bankrate
    -The sale of Imagine Easy to Chegg
    -The sale of Bowman to Mediware (Thoma Bravo)
    -The minority recapitalization of Cyara by PeakSpan
    -The sale of Capterra to Gartner
    -The sale of LawLogix to Hyland Software (Thoma Bravo)
    -The sale of Software Advice to Gartner
    -The majority recapitalization of RetailMeNot by Whale Shark Media
    -The sale of ParentLink to Blackboard
    -The sale of Tweak Software to Autodesk
    -The sale of Eckim to Coupons.com
    -The sale of Tech Bargains to Ziff Davis
    -The minority recapitalization of OpinionLab by SSM Partners
    -The majority recapitalization of GolfLogix by Emigrant Capital
    -The majority recapitalization of LawLogix by PNC Riverarch Capital
    -The sale of Axiom EPM to Kaufman Hall
    -The sale of ISYS to Lexmark
    -The sale of ServiceU to Active Network
    -The minority recapitalization of One on One Marketing by Rockbridge Growth Equity
    -The sale of QualitySmith to Reply!
    -The sale of Deals2Buy to Austin Ventures
    -The sale of dbc Smart Software to OpenLink
    -The majority recapitalization of Internet Media to Kennet
    -The sale of Trouve Media to Bankrate.com

    mike@vistapointadvisors.com
    (415) 722-3506

  • Drew Pascarella

    Managing Director

    Drew Pascarella

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    Drew Pascarella is a Managing Director at Vista Point Advisors. Drew has spent 20 years as a technology investment banker, professor, and IT professional. Drew has advised clients on over $35bn of Merger and Acquisition transactions and led equity, convertible, and debt financing transactions totaling over $9bn in proceeds.

    Prior to joining Vista Point, Drew spent 15 years working at bulge bracket investment banks. Most recently, Drew was a Director in the Technology Investment Banking group at Citi. Notable transactions include the formation of Nokia Siemens Networks (largest JV in corporate history), Nokia’s $8.1bn acquisition of NAVTEQ (largest acquisition by a Finnish corporate) and associated €1.75bn debt IPO, Andrew Corporation’s $2.6bn sale to Commscope, Lucent’s $1.625bn convertible bond offering, and sale of multiple private businesses to Cisco. While at Citi, Drew was an active participant in the Investment Banking Associate Training Program, developing and delivering hard and soft skills courses. Prior to joining Citi, Drew was a Technology Project Manager at Goldman Sachs where he led the design, development, implementation, and support of global trading technology systems.

    In addition to his work at VPA, Drew is a Lecturer of Finance at the Samuel Curtis Johnson Graduate School of Management at Cornell University, where he currently leads the Investment Banking Immersion program. In addition, Drew teaches Core Finance, Investment Banking Essentials (undergraduate level), and Lectures in Finance. Drew was the 2014 recipient of the Class of 1992 Apple Award for Teaching Excellence.

    Drew holds an MBA from Cornell University and a BBA in Computer Information Systems from James Madison University. Drew was the class Co-President and a Fried Fellow at Cornell.

    drew@vistapointadvisors.com
    (917) 670-1097

  • Jeff Bean

    Principal

    Jeff Bean

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    Jeff Bean is a Founding Member and Principal at Vista Point Advisors.  Jeff has eight years of investment banking experience focused exclusively on mergers and acquisitions and capital raising projects in software and internet verticals. Over the past five years, Jeff has executed over $1 billion of M&A and capital markets transactions for private, technology businesses.

    Prior to Vista Point, Jeff worked as an Associate at Arbor Advisors where he focused on M&A and capital raising transactions. Prior to that, Jeff worked at KeyBanc Capital Markets in their Technology, Media and Telecom group where he executed a variety of transactions, from financings to buy-side and sell-side M&A to IPOs. Jeff has a B.S. from the University of Colorado.

    Select sell-side transactions for founder-led businesses include:

    -The sale of Wild Apricot to Personify
    -The sale of CompareCards to LendingTree
    -The sale of LawRoom to EverFi (NEA)
    -The sale of NextAdvisor to Bankrate
    -The sale of Synrevoice to West
    -The sale of Capterra to Gartner
    -The sale of LaxLogix to Hyland Software (Thoma Bravo)
    -The sale of Software Advice to Gartner
    -The sale of ParentLink to Blackboard
    -The sale of Eckim to Coupons.com
    -The sale of ISYS to Lexmark
    -The minority recapitalization of OpinionLab by SSM Partners
    -The sale of Axiom EPM to Kaufman Hall
    -The sale of ServiceU to Active Network
    -The sale of QualitySmith to Reply!
    -The sale of Clarity Systems to IBM

    jbean@vistapointadvisors.com
    (415) 746-9413

  • Jeffrey Koons

    Vice President

    Jeffrey Koons

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    Jeffrey Koons is a Founding Member and Vice President at Vista Point Advisors where he focuses on SaaS, Internet/Digital Media and HCIT transactions. Jeffrey has six years of investment banking experience which has included work on a range of transactions from IPOs to minority recapitalizations.

    Prior to Vista Point, Jeffrey worked at a Silicon Valley based boutique investment bank where he focused on executing Mergers and Acquisitions and private capital transactions in the internet and digital media verticals. Prior to that, Jeff worked in the respiratory and oncology operations group at Genentech, and the Technology, Media and Telecom group at Banc of America Securities. Jeff graduated with high honors from the University of Colorado at Boulder with a degree in Finance.

    Select sell-side transactions for founder-led businesses include:

    -The majority recapitalization of SecureLink by Vista Equity Partners
    -The minority recapitalization of Opus 2 by Rothschild Merchant Bank
    -The sale of Think Through Learning to Imagine Learning (Weld North)
    -The sale of SuperSalon Software to Basswood Capital
    -The sale of LawLogix to Hyland Software (Thoma Bravo)
    -The sale of Igea Home Health Software to Procura
    -The sale of Tech Bargains to Ziff Davis
    -The sale of CanvasOnDemand to Café Press
    -The majority recapitalization of RetailMeNot by Whale Shark Media
    -The sale of Zenfolio to Art.com
    -The minority recapitalization of One on One Marketing by Rockbridge Growth Equity
    -The sale of ThingBuzz to NexTag

    jeff@vistapointadvisors.com
    (415) 993-1417

  • David Cho

    Vice President

    David Cho

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    David Cho is a Vice President at Vista Point Advisors. Prior to joining Vista Point Advisors, David was a Senior Analyst in the healthcare investment banking group at Wedbush Securities where he advised companies and financial sponsors on M&A, public and private financings, divestitures, and partnerships. As an investment banker, David has executed over 20 transactions with an aggregate deal value of more than $1 billion. David was also a Product Manager at Zynga where he worked on strategy, execution, and marketing for Zynga’s top social games. David received a B.S. in Business Administration from the Haas School of Business at UC Berkeley.

    Select sell-side transactions for founder-led businesses include:

    -The sale of Thinkbox Software to Amazon
    -The sale of Scenario Learning to Vector Solutions, a Providence Equity Company
    -The sale of NaturalPoint to Planar Systems (Leyard)
    -The sale of Imagine Easy Solutions to Chegg
    -The minority investment in Cyara by PeakSpan Capital
    -The sale of Tweak Software to Autodesk
    -The majority recapitalization of GolfLogix Technologies from Emigrant Capital
    -The sale of Linx Technologies to Alpine Investors
    -The sale of Nfocus Neuromedical to Covidien
    -Durata Therapeutics IPO
    -Intercept Pharmaceuticals IPO
    -Cardica follow-on stock offerings

     

    david@vistapointadvisors.com
    (415) 917-3042

  • Scott Austin

    Senior Associate

    Scott Austin

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    Scott Austin is a Senior Associate at Vista Point Advisors, joining the firm in 2013 as an Associate. Previously Scott was a Trader at Capital Asset Exchange and worked at Nomura Securities on their Investment Grade Credit and Convertible Bonds trading desks. Scott holds a B.S. in Industrial & Labor Relations from Cornell University, where he played lacrosse.

    Select sell-side transactions for founder-led businesses include:

    -The minority recapitalization of Opus 2 by Rothschild Merchant Bank
    -The sale of LawRoom to EverFi (NEA)
    -The sale of Bowman Systems to Mediware (Thoma Bravo)
    -The sale of Synrevoice to West
    -The sale of SuperSalon Software to Basswood Capital

     

    scott@vistapointadvisors.com
    (415) 404-9854

  • Thomas Lin

    Associate

    Thomas Lin

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    Thomas Lin is an Associate at Vista Point Advisors. ​​Prior to joining Vista Point Advisors, Thomas worked as an Analyst at Redwood Capital Group within its investment banking group where he focused on the technology, media, telecommunications, and business services verticals. Prior to that, Thomas began his career as an Analyst at Pagemill Partners in its Software Practice. Thomas holds a B.S. in Business Administration from the Haas School of Business at UC Berkeley.

    thomas@vistapointadvisors.com
    (415) 508-8113

  • Mike Greco

    Associate

    Mike Greco

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    Mike Greco is an Associate at Vista Point Advisors. Prior to joining Vista Point Advisors, Mike worked as an Analyst at J Moore Partners where he focused on enterprise software M&A. Mike holds a B.S. in Real Estate Finance from the University of Southern California, where he played baseball.

    mike.greco@vistapointadvisors.com
    (415) 917-3056

  • Miles Lacey

    Associate

    Miles Lacey

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    Miles Lacey is an Associate at Vista Point Advisors. Prior to joining Vista Point Advisors, Miles worked as an Analyst at Advanced Equities, an investment bank focused on private placements for emerging technology companies. Miles previously worked at United Capital Financial Advisers, a wealth management firm catering to corporations and high-net-worth individuals. Miles holds a B.A. in Economics from Saint Mary’s College of California, where he was a member of the National Economics Honor Society.

    miles@vistapointadvisors.com
    (415) 917-3066

  • Tyler Jamison

    Associate

    Tyler Jamison

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    Tyler Jamison is an Associate at Vista Point Advisors. Prior to joining Vista Point Advisors, Tyler worked as an Analyst at Wunderlich Securities within its Technology, Media and Telecommunications investment banking group. Tyler began his career as an Analyst at Seven Hills Partners, an investment bank focused on emerging growth and mid-capitalization technology companies. Tyler holds a B.A. in Public Policy from Stanford University.

    tyler@vistapointadvisors.com
    (415) 917-4120

  • Russell Perkins

    Associate

    Russell Perkins

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    Russell Perkins is an Associate at Vista Point Advisors. Prior to joining Vista Point Advisors, Russell worked as an Investment Banking Research & Business Development Analyst at Financial Technology Partners, an investment banking firm focused on the financial technology sector. Russell holds a B.A. in Economics from Yale University, where he played football.

    russell@vistapointadvisors.com
    (415) 993-0872

  • William Perera

    Associate

    William Perera

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    William Perera is an Associate at Vista Point Advisors. Previously, William worked in equity derivatives at Credit Suisse. William holds a B.A. in Economics from Cornell University.

    william@vistapointadvisors.com
    (415) 894-2730

  • Ryan Phipps

    Associate

    Ryan Phipps

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    Ryan Phipps is an Associate at Vista Point Advisors. Prior to joining Vista Point Advisors, Ryan worked as an Associate at US Capital Partners, an investment bank focused on lower middle market companies. Ryan began his career with Deutsche Bank where he primarily worked with European and Asia-Pacific based companies. Ryan holds a B.S. in Business Administration from the University of Pittsburgh.

    ryan@vistapointadvisors.com
    (415) 993-1565

  • Charlie Penner

    Analyst

    Charlie Penner

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    Charlie Penner is an Analyst at Vista Point Advisors. Prior to joining Vista Point Advisors, Charlie worked as an Analyst at Pagemill Partners, a Palo Alto-based technology investment banking firm. Charlie holds a B.B.A. with a concentration in Finance from the Foster School of Business at the University of Washington.

    charlie@vistapointadvisors.com
    (415) 964-1617

  • Elizabeth Collins

    Financial Operations

    Elizabeth Collins

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    At Vista Point Advisors Liz handles all financial operations including reporting to FINRA. Liz holds the FINRA licenses Series 7, 24, 27, 51 and 63. Liz has a B.S. in Business Administration from Bryant College and an MBA in Marketing from San Francisco State University. Liz has over 30 years of General Business Management, Operations and Business Development experience.

    info@vistapointadvisors.com
    (415) 659-9189

  • Patricia Destein

    Head of Compliance

    Patricia Destein

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    At Vista Point Advisors Pat is responsible for FINRA compliance and oversight. Pat concurrently serves in a Compliance Support role at Foothill Securities and VP of operations at Financial Telesis. Pat holds a Bachelor’s Degree in Social Welfare and Corrections/Business Administration from CSU Chico and was a Sociology/Psychology Graduate Student at Stanford.

    info@vistapointadvisors.com
    (415) 659-9187

Entrepreneur Advisors

  • Bevan Clark

    Co-Founder of RetailMeNot & LIFX

    Co-Founder of RetailMeNot & LIFX

    Bevan Clark is a serial entrepreneur and venture investor. Bevan's early work includes the Co-Founding of RetailMeNot (NASDAQ:SALE) the largest digital coupon marketplace in the world. After his significant success with RetailMeNot, Bevan became an active venture investor for disruptive technologies. Currently, Bevan is the Co-Founder of LIFX, a consumer electronics company focused on lighting and home automation and developing the world's best connected lighting system. The brand was launched on KickStarter in 2012, and has been voted one of the ten most interesting crowd-funded products of all time by Entrepreneur Magazine.

  • Dan Siciliano

    Founder of LawLogix, Professor & Associate Dean at Stanford Law School

    Founder of LawLogix, Professor & Associate Dean at Stanford Law School

    Dan Siciliano founded LawLogix in 2000 to address a need he saw in the immigration case management market, creating a streamlined process for I-9 submission and compliance. Today, LawLogix is the premier provider of immigration case management software assisting millions of people each year. Dan is also a legal scholar with expertise in corporate governance, corporate finance, and immigration law. He is the senior research fellow with the Immigration Policy Center and a frequent commentator on the long-term economic impact of immigration policy and reform. His work has included expert testimony in front of both the U.S. Senate and House of Representatives. Prior to joining Stanford Law School, Dan co-founded and served as executive director of the Immigration Outreach Center in Phoenix, Arizona. He also serves as a governance consultant and trainer to board directors of several Fortune 500 companies and is a member of the Academic Council of Corporate Board Member magazine.

  • Joanna Strober

    Founder & CEO at KurboHealth and Former Partner at Bessemer Venture Partners and Symphony Technology Group

    Founder & CEO at KurboHealth and Former Partner at Bessemer Venture Partners and Symphony Technology Group

    Joanna Strober is the Founder and CEO of Kurbo Health, a mobile and online platform to help kids, teens and their families eat healthier and lose weight. Prior to founding KurboHealth, Joanna spent 20 years in the private equity and venture capital industry. She was a Partner at blue-chip firms including Bessemer Venture Partners and Symphony Technology Group. Joanna focused on consumer internet investments including notable transactions for BlueNile, Babycenter, eToys, Flycast, and Gloss.com. Joanna is also the co-author of Getting to 50/50, a Random House book on women and leadership.

  • Guy King

    Co-Founder of RetailMeNot & Venture Investor

    Co-Founder of RetailMeNot & Venture Investor

    Guy King is a serial entrepreneur and venture investor. Guy's early work includes the Co-Founding of RetailMeNot (NASDAQ:SALE) the largest digital coupon marketplace in the world. After his significant success with RetailMeNot, Guy became an active venture investor for disruptive technologies.

  • Al Abhari

    Founder of Internet Media

    Founder of Internet Media

    Al Abhari is a serial entrepreneur with significant experience in the online consumer advertising market. He brings a unique combination of intuitive marketing sense, industry passion, and technology background that has been solidified by a decade of business building in the performance based online advertising space. Al founded Academix Direct in 2004 with his wife, Jamie Claire, and experienced tremendous success.

  • Jason Guppy

    Co-Founder of Axiom EPM

    Co-Founder of Axiom EPM

    Jason Guppy oversees strategic product development at Axiom EPM (now part of KaufmanHall). Jason has extensive experience leading organizations and translating customers’ needs into enterprise-class financial software solutions. Prior to Axiom EPM, Jason was the chief knowledge manager for Business Objects Planning where he spearheaded the development of systems and policies that empowered clients to leverage the full capabilities and value of their planning and reporting solutions. As a consulting manager at SRC Software/Business Objects, he led his team to a 100 percent acceptance rate across hundreds of projects, including over 100 implementations.