Vista Equity Partners Management LLC

Vista Equity Partners Management LLC

Vista Equity Partners Management LLC

Overview
Date Founded

2000

Headquarters

1111 Broadway,Suite 1980,San Francisco, CA 94111-5982

Type of Company

Private

Employees (Worldwide)

213

Industries

Private Equity & Venture Capital
Investment Services & Portfolio Management

Company Description

Vista Equity Partners (VEP) focuses on investments in companies that develop and market software, software-as-a-service (SaaS), technology-enabled business services and technology-enabled information services. They look for companies that research and develop a proprietary software solution and either license it to their customers or leverage it internally to create a technology-enabled service.Investments typically range from $20 million to $200 million in equity capital. They are capable of funding larger and smaller transactions. VEP's target investments are usually profitable, or nearly profitable, and are past the venture stage of their lifecycle. The firm is almost always a majority shareholder and many times they are the only outside investor. Transaction types include: MBOs, LBOs, growth or acquisition financings, recapitalizations or restructurings, spinouts or divestitures and going private transactions.VEP seeks companies with: (1) existing or potential recurring revenue (2) mission critical, sticky solutions (3) experienced management teams (4) favorable customer characteristics (5) a defensible competitive position (6) favorable market dynamics (7) a strong customer value proposition and (8) the potential for high margins.

In The News
PR Newswire
November 13, 2018
Needles Adds New COO to Executive Team
The Seattle Times
November 13, 2018
Apptio of Bellevue being sold in $1.9B Vista deal
Pensions & Investments
November 12, 2018
HIRINGS
Executives & Employees

Co-Founder

Chief Financial Officer

General Counsel

Chief Operating Officer & Chief Legal Officer

Operating Principal & Interim VISTA Consulting Group President, Private Equity

President of Credit & Public Equity

Principal, Private Equity

Principal, Private Equity

Principal, Private Equity

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Vista Equity Partners Management LLC
Recent Transactions
Details Hidden

Adobe, Inc. purchases Marketo, Inc. from Vista Equity Partners Management LLC, Lead Edge Capital Management LLC

Details Hidden

Vista Equity Partners Management LLC, Cvent, Inc. purchase Social Tables, Inc. from Questmark Management Co. LLC, Bessemer Venture Partners, Thayer Ventures, Middleland Capital, 500 Startups Management Co LLC, India Venture Partners, Fortify Ventures LLC, Militello Capital (Private Equity), Goldin Ventures Co., Stardust Venture Partners

Details Hidden

Lithium Technologies, Inc., Vista Equity Partners Management LLC purchase Spredfast, Inc. from FLOODGATE Fund LP, Battery Ventures, InterWest Partners, LLC, Financial Technology Ventures Management Co. LLC, OpenView Investments LLC, Compound Advisor LLC, Lead Edge Capital Management LLC, Austin Ventures, Fyrfly Venture Partners LLC, Riverwood Capital Management LP, Silver Lake Waterman Management Co., LLC, American Family Ventures

Transaction Advisors
Legal Advisor

Advised onVista Equity Partners Management LLC purchases TIBCO Software, Inc.

Investment Advisor

Advised onVista Equity Partners Management LLC, Omnitracs LLC purchase Roadnet Technologies, Inc. from Thoma Bravo LLC

Legal Advisor

Advised onBain Capital LP, Applied Systems, Inc. /Private Group purchase Applied Systems, Inc. from Vista Equity Partners Management LLC

Legal Advisor

Advised onVista Equity Partners Management LLC purchases TIBCO Software, Inc.

Legal Advisor

Advised onTotal System Services, Inc. purchases TransFirst, LLC from Vista Equity Partners Management LLC

Legal Advisor

Advised onVista Equity Partners Management LLC purchases TIBCO Software, Inc.

Advisors & Consultants
Auditor

Deloitte & Touche LLP offers auditing and consulting services. It also provides accounting, financial advisory, risk management, and tax services. The company engages in international financial reporting, assurance, advisory, tax auditing, corporate governance, risk consulting, advisory services, mergers and acquisitions, government compliance, and human capital consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Auditor

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Prime Broker

Founded in 1969, Morgan Stanley & Co. LLC is an SEC-registered broker/dealer headquartered in New York City. The firm is the primary broker subsidiary of Morgan Stanley (NYSE: MS). They are a member of FINRA. Morgan Stanley & Co. provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.The firm's Sales & Trading division offers cash and electronic trading platforms where Morgan Stanley acts as principal (including as a market maker) and agent in executing transactions globally in equity and equity-related products. These products include equity swaps, options, warrants and futures overlying individual securities, indices and baskets of securities and other equity-related products. Morgan Stanley's Institutional Equity division is a global leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. Their Fixed Income team deals in a diverse range of products including interest rate and currency products, credit products, derivatives and commodities.

Legal Advisor

Partner at Kramer Levin Naftalis & Frankel LLP

Legal Advisor

Corporate Partner at Goodwin Procter LLP

Legal Advisor

Partner at Paul, Weiss, Rifkind, Wharton & Garrison LLP

Investments
Details Hidden

Gather Technologies, Inc. develops event management software for restaurants and venues. It offers Gather, a cloud based platform to manage, track and store event related information. The company was founded by Nicholas Miller, Alex Lassiter and Tom Merrihew in 2012 and is headquartered in Atlanta, GA.

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Zapproved, Inc. develops cloud-hosted e-discovery compliance software platform. It offers software applications for managing business decisions, approval process, litigation and legal compliance. The company was founded by Monica Enand in February 2008 and is headquartered in Portland, OR.

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TransFirst, Inc. provided payment technology solutions. The company was founded in 2007 and was headquartered in Hauppauge, NY.

Investors
Details Hidden

Co-Founder at Vista Equity Partners Management LLC

Suppliers
Marketo, Inc. Market & Policy Research | Dover, DE

Marketo, Inc. engages in the provision of digital marketing platform. Its products include marketing automation, account-based marketing, email, mobile, social, digital ads, web, marketing analytics, content, and market sales engage. It also offers lead management, email marketing, consumer marketing, customer base marketing, and mobile marketing solutions. The company was founded by Phillip M. Fernandez, Jonathan Miller, and David Morandi on January 20, 2006 and is headquartered in San Mateo, CA.