VPA Overview

2

A Truly Unconflicted Approach

Vista Point Advisors Is The

Leading Sell-Side Investment

Bank Exclusively Focused On

M&A and Capital Raising For

Founder-Led Software And

Internet Companies

▪ Focus on Founder-Led

minimally-funded businesses

▪ Unconflicted advice:

exclusively a sell-side advisor

▪ Software and Internet

domain expertise

3

Key Metrics

78

$25 – $350M

21 23%

100%

$4.9B 8 Years

TRANSACTIONS INVESTMENT BANKERS CROSS BORDER TRANSACTIONS

TRANSACTION SIZE RANGE TOTAL ENTERPRISE VALUE AVERAGE SENIOR BANKER

TENURE AT VPA

SELL SIDE TRANSACTIONS

1,100+LOIs RECEIVED

800+BUYER RELATIONSHIPS

4

Key Metrics

Deals By Type Deals By Buyer

FULL SALE

67%

INVESTMENT

33%

PUBLIC CO.

30%

PE BACKED

34%

PE PLATFORM

36%

Closed Transactions

Closed Transactions With

Leading Strategic Buyers &

Private Equity Firms

VPA routinely conducts dual-track

processes resulting in closed transactions

with industry-leading strategic and private

equity buyers.

5

6

Closed Transactions

LEADING PRIVATE EQUITY FIRMS STRATEGIC BUYERS

7

Closed Transactions

We Have Worked With

Exceptional Companies

Over The Years.

Here Are Our Results

8

Closed Transactions

investment from investment fromacquired byacquired by investment from investment from investment from acquired by investment fromacquired byinvestment from investment from

acquired by investment fromacquired by acquired by acquired by acquired by investment from acquired byInvestment fromacquired byacquired byacquired by

Investment from acquired byacquired by Investment from acquired by acquired byacquired by acquired by acquired by

Confidential

Investment fromacquired byacquired by

investment fromInvestment fromacquired byacquired byinvestment frominvestment fromacquired byacquired byacquired byacquired byacquired byacquired by

9

Results

VPA Drives

Premium Outcomes

Consistent track-record of representing

leading private companies on outstanding

transactions with leading blue-chip

strategic acquirers and private equity

investors.

10

Results

Select Private Equity

Growth Financing &

Buyouts

Tax Accounting SaaS

Ed Tech SaaS

Loyalty & Rewards SaaS

LMS SaaS

Logistics SaaS

Sales Intelligence SaaS

Security SaaS

Legal Tech

Workplace Management SaaS

11

Results

Select Strategic

Sales

Infrastructure SaaS

VFX SaaS

Field Service SaaS

Mobile Privacy SaaS

Software Comparison

Real Estate Technology

Ed Tech

Compliance SaaS

Human Service SaaS

12

Global Expertise

23% Of VPA’s Deals

Are Outside The US

The global perspective of VPA and access to

international decision-makers enables us to

routinely close complex cross-border M&A

transactions.

13

Global Expertise

Hong Kong

UK

China

USA

USA

USA

USA

USA

USA

USA

USA

USA

USA

USAAustralia

Australia

Australia

New Zealand

Australia Australia

Australia

Canada

Canada

Canada

Canada

China

UK

UK

Germany

Jordan

14

VPA Team

Industry Leading

Investment Banking

Team & TenureVPA bankers have advised on a total transaction

value of more than $40 billion and leverage a

diverse background to deliver successful

transactions to clients.

15

VPA Team

MICHAEL LYON

Managing Director

Founder

JEFF BEAN

Managing Director

VPA Tenure: 10.5Y

JEFFREY KOONS

Managing Director

VPA Tenure: 10.5Y

DAVID CHO

Managing Director

VPA Tenure: 8.5Y

THOMAS LIN

Vice President

VPA Tenure: 7Y

MIKE GRECO

Vice President

VPA Tenure: 7Y

MILES LACEY

Vice President

VPA Tenure: 7.5Y

RUSSEL PERKINS

Senior Associate

VPA Tenure: 7Y

UMAR MANSURI

Associate

VPA Tenure: 2.5Y

CHARLIE PENNER

Associate

VPA Tenure: 4Y

CHET KRISTY

Associate

VPA Tenure: 2.5Y

DICKSON SMITH III

Associate

VPA Tenure: <1Y

LOSON STOCKTON

Analyst

VPA Tenure: 1Y

CHIRAAG PATIL

Analyst

VPA Tenure: 1Y

ETHAN CARLSON

Analyst

VPA Tenure: 1Y

SARABETH SANDWEISS

Analyst

VPA Tenure: <1Y

ELLIE GOZIGIAN

Analyst

VPA Tenure: <1Y

PATRICK FOWLER

Analyst

VPA Tenure: <1Y

SCOTT AUSTIN

Vice President

VPA Tenure: 8.5Y