The Path to Exit

9 Episodes
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By: Vista Point Advisors

Learn what every technology founder needs to know as they grow their business towards an eventual M&A transaction. In this podcast, Mike Lyon from Vista Point Advisors chats with tech founders and the VPA team to address questions like: - What is the process for selling a software or internet business? - What drives the valuation of a SaaS business? - What are my different transactions options? - And more. Subscribe to listen to new episodes released monthly. About VPAVista Point Advisors is a founder-focused investment bank that advises software & internet founders through M&A and capital raise transactions. We are...

Episode 9 | SaaS M&A: The State of the Market in 2023 & Beyond
Last Tuesday at 3:00 PM

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...


Episode 8 | How Hostaway Turned a Crisis into an Opportunity & Thrived During the Pandemic
08/15/2023

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...


Episode 7 | Key Metrics for Selling a SaaS Business
07/25/2023

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...


Episode 6 | How Service Autopilot Used Content Marketing to Grow Their SaaS Business with Jonathan Pototschnik
06/27/2023

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.


Episode 5 | Rapid Growth and a Competitive Process with Anthony Showalter of Pear Deck
05/30/2023

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.


Episode 4 | Transaction Options: Minority vs. Majority vs. Full Sale
04/25/2023

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...


Episode 3 | The Importance of a Competitive Process
04/03/2023

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...


Episode 2 | Company Culture and Deciding to Sell with Sabari Raja
04/03/2023

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.


Episode 1 | The Entrepreneur's Dilemma: Selling into Growth
04/03/2023

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...