The Path to Exit

Macro trends in the M&A markets can influence a founder's outcome when looking to execute a deal process. In this episode, managing directors Mike Lyon and Mike Greco discuss current trends and their implications in the SaaS M&A markets, who is winning and who is losing, and a short- to mid-term outlook for the market.

Securities offered through Vista Point Advisors, member FINRA/SIPC. This has been provided for informational purposes only and should not be considered as investment advice or a recommendation. It is not intended to address all circumstances that might arise. Testimonials...

Founders of Hostaway, Marcus Rader and Saber Kordestanchi, share their experiences of dramatically scaling a vacation rental property management SaaS platform during a worldwide pandemic with very little capital raised, as well as the process of closing their recent $175 million investment with PSG. 

Securities offered through Vista Point Advisors, member FINRA/SIPC. This has been provided for informational purposes only. It is not intended to address all circumstances that might arise. Testimonials from past clients may not be representative of the experience of other clients and there is no guarantee of future performance or success. Clients are n...

The metrics you use (and how you position them in the context of your business) will have a significant effect on the interest you can attract from buyers/investors in a process. In this episode, Mike Lyon and Loson Stockton discuss the top metrics you should be tracking and sharing as part of your process.

Securities offered through Vista Point Advisors, member FINRA/SIPC. This has been provided for informational purposes only. It is not intended to address all circumstances that might arise. Testimonials from past clients may not be representative of the experience of other clients...

Jonathan Pototschnik, founder of Service Autopilot, shares his experience of using content marketing to foster rapid growth in his software business, as well as the journey to eventually selling his company through an investment bank.

Securities offered through Vista Point Advisors, member FINRA/SIPC. This has been provided for informational purposes only. It is not intended to address all circumstances that might arise. Testimonials from past clients may not be representative of the experience of other clients and there is no guarantee of future performance or success. Clients are not compensated for their comments.

Anthony Showalter, co-founder of Pear Deck, shares how his team managed the operational challenges of rapid growth and the experience of running a competitive transaction process through an investment bank.

Securities offered through Vista Point Advisors, member FINRA/SIPC. This has been provided for informational purposes only. It is not intended to address all circumstances that might arise. Testimonials from past clients may not be representative of the experience of other clients and there is no guarantee of future performance or success. Clients are not compensated for their comments.

Different transaction types offer different trade offs in the form of liquidity, control, and upside. In this episode, Mike Lyon and Miles Lacey discuss some of the trade offs and how founders keep their options open during a process.

Securities offered through Vista Point Advisors, member FINRA/SIPC. This has been provided for informational purposes only. It is not intended to address all circumstances that might arise. Testimonials from past clients may not be representative of the experience of other clients and there is no guarantee of future performance or success. Clients are not compensated for their...

The outcome of your M&A or capital raise transaction will depend in large part on your ability to foster competition as part of the transaction process. In this episode, managing directors Mike Lyon and Mike Greco discuss what goes into creating competition between prospective buyers.

Securities offered through Vista Point Advisors, member FINRA/SIPC. This has been provided for informational purposes only. It is not intended to address all circumstances that might arise. Testimonials from past clients may not be representative of the experience of other clients and there is no guarantee of future performance or...

Sabari Raja, co-founder of Nepris (now Pathful) shares her journey of starting an EdTech company, building the company (including an awesome culture), and then working with an investment bank to eventually sell her company.

Securities offered through Vista Point Advisors, member FINRA/SIPC. This has been provided for informational purposes only. It is not intended to address all circumstances that might arise. Testimonials from past clients may not be representative of the experience of other clients and there is no guarantee of future performance or success. Clients are not compensated for their comments.

Founders whose businesses are currently experiencing rapid growth may be hesitant to sell a stake in their business. In this episode, Mike Lyon and Jeff Koons discuss why a growth phase is often the best time to pursue a transaction.

Securities offered through Vista Point Advisors, member FINRA/SIPC. This has been provided for informational purposes only. It is not intended to address all circumstances that might arise. Testimonials from past clients may not be representative of the experience of other clients and there is no guarantee of future performance or success. Clients are not compensated for...