Vista Equity Partners

Vista Equity Partners, established in 2000 and headquartered in Austin, Texas, is a leading private equity firm specializing in investments in the software and technology-enabled sectors. The company focuses on acquiring and growing middle and upper-middle market businesses, typically with enterprise values between $100 million and $5 billion, and employing software enterprise technology across various industries. Vista Equity Partners is known for its operational expertise, driving value creation through its Vista Consulting Group, which implements standardized processes and methodologies to strengthen portfolio companies' operations. The firm manages multiple funds, with its flagship funds raising billions of dollars, and invests across North America and Europe. Vista Credit Partners, the firm's credit-investing arm, provides financing to enterprise software, data, and technology-enabled businesses. Vista Equity Partners is a Registered Investment Adviser (RIA).

Fareed Adib

Managing Director, Private Equity, President of OneVista and Member of Flagship Team and Private Equity Management Committee

Anish Aggarwal

Analyst, Private Equity

Allyson Ahlstrom

Senior Associate, Private Equity and Endeavor

Rod Aliabadi

Managing Director, Private Equity and Member of Vista Flagship Funds' Investment Committee

Adrian Alonso

Managing Director, Private Equity Flagship and Member of Private Equity Management Committee

Anand Anbalagan

Vice President

Daniel Arce-Yee

Director, Public Equity

Rachel Arnold

Senior Managing Director, Co-Head of the Vista Endeavor Funds and Member of Executive Committee and Private Equity Management Committee

Taylor Auman

Senior Associate, Private Equity Endeavour

Jaden Baron

Associate, Private Equity

Ben Benson

Software Investor

Bret Bolin

Managing Director, Private Equity and Member of Private Equity Foundation Team AND Private Equity Management Committee

David Bonette

Managing Director

Mauro Bonugli

Managing Director, OneVista

Billy Bosworth

Managing Director, Private Equity and Flagship

Jaron Brass

Director, Information Technology

David Breach JD

President and COO

Jordan Buller

Executive Director, Technology Consulting

Elizabeth Carter

Senior Associate, Private Equity and Flagship

Jessica Cash

Operating Senior Vice President, Private Equity Endeavor

Lauren Dillard

CFO

Saul Dominguez

Analyst, Private Equity

Kim Eaton

Operating Managing Director, Private Equity Foundation

Feinstein, Richard

Associate

Pete Fisher

Managing Director, Credit and Member of Investment Committee

David Flannery

Senior Managing Director and Executive Committee Member

Jamie Ford

Senior Managing Director

Gregory Galligan

Senior Managing Director

Brian Gibson

Managing Director, Channel Partnership and Alliance, Onevista

Joshua Gray

Managing Director, Private Equity and Member of the Endeavor andPrivate Equity Management Committee

Aaron Gupta

Senior Vice President, Private Equity and Foundation

Chris Herringshaw

Managing Director and CTO

Jim Hickey

Senior Managing Director and Co-Head of Perennial Fund

Justin Hirsch

Managing Director and Head of Strategy

Rebecca Hu

Managing Director, Office of the CEO

Betty Hung

Managing Director and Member of the Executive Committee, a Member of Flagship Funds' Investment Committee and a Member of the Private Equity Management Committee

Christopher Johnson

Operating Senior Vice President, Permanent Capital and Member of Vista Equity Partners Perennial

Kristine Jurczyk

Managing Director

Brent Lanier

Chief Information Officer and Managing Director, Information and Technology

Danny Lei

Senior Associate, Private Equity

Ashley MacNeill

Managing Director and Head of Equity Capital Markets

Chad Martin

Managing Director, Private Equity Flagship

Maria Nicolas

Executive Office Associate

Burke Norton

Senior Managing Director

Anna Parakkott

Associate, Private Equity

Angela Pecoraro

Managing Director, Private Equity and Foundation

Adrian Peters

Managing Director and Chief Information Security Officer

Abhay Puskoor

Managing Director

Kiran Rao

COO, Value Creation

Brendan Renehan

Managing Director, Credit

Polly Roth

Analyst, Private Equity

Monti Saroya

Senior Managing Director

Monti Saroya

Senior Managing Director

Stephen Seelbach

Managing Director, Office of the CEO

John Stalder

Managing Director, Private and Member of Flagship Funds' Investment Committee

Rachel Stark

Director, Financial Planning and Analysis

Rene Yang

Senior Managing Director and Co-Head of Endeavor Fund

Daniel Sullivan

Vice President, Private equity Foundation

Nadeem Syed

Senior Managing Director, Head of Value Creation, Member of the Private Equity Flagship team, Executive Committee and Private Equity Management Committee

Martin Taylor

Senior Managing Director, Co-Head of Foundation Fund, Executive Committee Member and Investment Committee Member

Marc Teillon

Senior Managing Director

John Warnken-Brill

Senior Managing Director and CFO

Steven White

Managing Director, Private Equity and Member of Flagship Funds' Investment Committee

Jacob Van der Wiel

Analyst

Jeff Wilson

Managing Director, Private Equity and Member of Flagship Funds' Investment Committee

Amy Mathews

Managing Director

Past deals in Washington

Afiniti

Debt Financing in 2024
Afiniti, Inc. is a technology company specializing in artificial intelligence solutions designed to optimize customer interactions by pairing clients with employees based on predicted interpersonal behavior. The company's enterprise behavioral pairing (EBP) technology analyzes big data to identify patterns in human interaction, enhancing the quality of conversations and improving business outcomes across various sectors, including telecommunications, healthcare, insurance, and financial services. Founded in 2006 and headquartered in Washington, D.C., Afiniti has expanded its global presence with offices in major cities across North America, Latin America, Europe, and Asia. The company also offers educational sessions for clients to help them understand the functionalities of its tools. Afiniti has established a strategic alliance with McKinsey & Company to further enhance its offerings.

Smartsheet

Post in 2024
Smartsheet Inc. is a cloud-based platform designed for effective work execution, enabling organizations to manage projects, programs, and processes with enhanced efficiency. Founded in 2005 and headquartered in Bellevue, Washington, Smartsheet provides a range of collaborative tools tailored to various business needs. Its offerings include Smartdashboards for real-time visibility, Smartportals for easy access to project resources, Smartcards for workflow organization, and Smartgrids for tracking multiple tasks. The platform also features Smartprojects for team collaboration, Smartcalendars for aligning deadlines, Smartforms for structured information collection, and Smartautomation for process automation. Additionally, Smartsheet integrates with existing enterprise applications, facilitating seamless operations across diverse sectors such as aerospace, healthcare, finance, and technology. The company generates revenue through software subscriptions and additional charges for enhanced platform capabilities.

Smartsheet

Acquisition in 2024
Smartsheet Inc. is a cloud-based platform designed for effective work execution, enabling organizations to manage projects, programs, and processes with enhanced efficiency. Founded in 2005 and headquartered in Bellevue, Washington, Smartsheet provides a range of collaborative tools tailored to various business needs. Its offerings include Smartdashboards for real-time visibility, Smartportals for easy access to project resources, Smartcards for workflow organization, and Smartgrids for tracking multiple tasks. The platform also features Smartprojects for team collaboration, Smartcalendars for aligning deadlines, Smartforms for structured information collection, and Smartautomation for process automation. Additionally, Smartsheet integrates with existing enterprise applications, facilitating seamless operations across diverse sectors such as aerospace, healthcare, finance, and technology. The company generates revenue through software subscriptions and additional charges for enhanced platform capabilities.

Avalara

Acquisition in 2022
Avalara, Inc. provides cloud-based solutions for transaction tax compliance globally, assisting businesses in navigating the complexities of tax regulations. Founded in 2004 and headquartered in Seattle, the company offers a comprehensive suite of tools that streamline tax compliance processes. Its flagship product, AvaTax, determines sales tax in the United States, while Avalara Returns facilitates tax return preparation and filing. The company also offers solutions for managing sales tax exemption certificates, tax registrations, and various indirect taxes, including VAT and GST. Avalara partners with ERP, accounting, and e-commerce platforms to deliver its services, which help businesses automate tax calculations, filing, and record-keeping, thereby reducing errors and compliance costs. Additional offerings include professional services for nexus studies and specialized tax research, as well as tools for product taxability and licensing. By focusing on automation and integration, Avalara aims to simplify the tax compliance landscape for businesses of all sizes.

MedTrainer

Series B in 2022
MedTrainer Inc. is a healthcare compliance management company founded in 2013 and headquartered in Redlands, California, with additional offices in Denver, New York, Washington, and Queretaro, Mexico. The company provides a comprehensive software platform designed to streamline compliance for small and medium-sized healthcare organizations. Its suite includes eLearning, policy and procedure management, credential management, incident management, and equipment lifecycle management, among other features. MedTrainer serves a diverse clientele, including primary care offices, ambulatory surgery centers, dental offices, and long-term care facilities, helping over 300,000 healthcare professionals at more than 15,000 sites across the United States. By simplifying compliance processes and improving workforce management, MedTrainer aims to reduce risks and enhance revenue for its users.

Outreach

Series G in 2021
Outreach Inc. is a Seattle-based company that specializes in sales engagement solutions designed to enhance revenue growth by streamlining customer interactions across various channels, including email, voice, and social media. Founded in 2011, Outreach offers a platform that utilizes machine learning to automate repetitive sales tasks, optimize communication, and provide real-time insights based on buyer sentiment. Its features include account-based sales solutions, task management, and comprehensive tracking of email and activity metrics. Outreach's clientele encompasses major companies such as Zoom, Okta, Adobe, and Microsoft, which depend on its technology to improve sales efficiency and effectiveness. The company also maintains an office in London, United Kingdom.

Premise Data

Series E in 2021
Premise Data Corporation, established in 2012 and headquartered in San Francisco, specializes in developing a data and analytics platform. This platform, Premise Ground Truth, offers end-to-end data collection, quality assurance, and analysis. It provides insights into price changes, location discovery, retail audits, asset condition monitoring, movement patterns, logistics, risk indicators, and sentiment surveys. Additionally, it facilitates geospatial mapping and infrastructure impact measurement. Premise serves international organizations for investment and policy decisions.

Apptio

Acquisition in 2018
Apptio, Inc. is a provider of cloud-based Technology Business Management (TBM) solutions designed to assist enterprises in managing their IT investments effectively. Founded in 2007 and headquartered in Bellevue, Washington, Apptio offers a suite of applications that leverage business analytics to deliver insights on technology costs, value, and quality. This enables IT leaders to make informed, data-driven decisions that align technology spending with business outcomes. The company’s solutions encompass cost transparency, benchmarking, operational efficiency, and planning, facilitating automation of IT processes. Apptio's technology operates on a next-generation, in-memory cost analytics platform that aggregates and analyzes data from various financial, operational, and billing sources, providing users with deep visibility into the total cost of IT services. The company serves a global market, with operations in several countries, including the United States, the United Kingdom, Germany, and Australia.

EagleView Technologies

Private Equity Round in 2018
EagleView Technologies, Inc. specializes in aerial imagery, data analytics, and geographic information system (GIS) solutions, primarily serving industries such as construction, insurance, real estate, and government. Founded in 2008 and based in Bothell, Washington, the company has developed a comprehensive suite of products, including high-resolution aerial imagery, property measurement solutions, and cloud-based analytics tools. EagleView's offerings, such as EagleView PremiumReport and EagleView Construct, enable clients to obtain precise measurements and streamline their workflows using advanced software integrations and mobile applications. With over 200 patents and the largest multi-modal image database in history, the company provides extensive coverage across the United States, supporting clients in making informed decisions through accurate and timely data. EagleView operates locations in Bellevue, Washington, Rochester, New York, Bengaluru, and Perth, making it a key player in leveraging aerial technology for various professional sectors.

EagleView Technologies

Acquisition in 2015
EagleView Technologies, Inc. specializes in aerial imagery, data analytics, and geographic information system (GIS) solutions, primarily serving industries such as construction, insurance, real estate, and government. Founded in 2008 and based in Bothell, Washington, the company has developed a comprehensive suite of products, including high-resolution aerial imagery, property measurement solutions, and cloud-based analytics tools. EagleView's offerings, such as EagleView PremiumReport and EagleView Construct, enable clients to obtain precise measurements and streamline their workflows using advanced software integrations and mobile applications. With over 200 patents and the largest multi-modal image database in history, the company provides extensive coverage across the United States, supporting clients in making informed decisions through accurate and timely data. EagleView operates locations in Bellevue, Washington, Rochester, New York, Bengaluru, and Perth, making it a key player in leveraging aerial technology for various professional sectors.

Acumatica

Acumatica, Inc. delivers cloud-based business management software tailored for small and mid-sized enterprises. Founded in 2007 and headquartered in Bellevue, Washington, with additional offices in Moscow, Singapore, and Washington, D.C., the company offers a comprehensive suite of integrated applications. These include the Acumatica Cloud Enterprise Resource Planning solution, which encompasses financial management, distribution management, project accounting, and customer management, alongside industry-specific editions for manufacturing and other sectors. Acumatica's platform is designed to enhance usability and provide intelligent workflows, enabling companies to effectively manage risks and capitalize on opportunities in a digital economy. The company also offers support services, including implementation planning, training, consulting, and customization, serving diverse markets such as wholesale distribution, professional services, and e-commerce. Acumatica's commitment to principled business practices and flexible deployment options empowers organizations to take control of their growth and innovation.
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