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 and Co-Head Endeavor Fund

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

President of Vista Credit Partners

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

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 Project Management

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.

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.

BigTime Software

Private Equity Round in 2022
BigTime Software, Inc. is a provider of cloud-based time-tracking, billing, and project management software tailored for professional services firms. Established in 2002 and headquartered in Chicago, Illinois, the company offers a browser-based interface that enables efficient practice management by integrating seamlessly with existing back-office systems. Its software solutions include time and expense tracking, work-in-progress management, billing and invoicing, as well as task and workflow management. BigTime Software primarily serves clients across various sectors, including accounting, architecture and engineering, consulting, creative services, government contracting, IT services, and law firms, primarily operating in the United States, Canada, the United Kingdom, and Australia. The company, formerly known as Edison's Attic, Inc., rebranded in October 2010.

Vena Solutions

Series C in 2021
Vena Solutions, established in 2011, specializes in financial planning and analysis software. It seamlessly integrates with Microsoft Excel and offers a cloud-based platform that automates and streamlines financial, accounting, and business processes. Vena's solution connects spreadsheets, templates, and models to a central database, governed by a workflow engine and business rules, enabling real-time collaboration and agile decision-making. It supports a wide range of applications, including budgeting, financial close management, reporting, and automating other spreadsheet-driven processes across various departments. With over 1,800 global customers, Vena is renowned for its ability to enhance productivity, collaboration, and insights while embracing the power of Excel.

Wrike

Acquisition in 2018
Wrike, Inc. is a developer of on-demand project management and collaboration software, headquartered in San Jose, California, with additional offices in Dublin and Prague, and a data center in Amsterdam. Founded in 2003, Wrike offers a cloud-based collaborative work management platform designed to enhance productivity across various industries, including retail, media, healthcare, and technology. The platform is fully configurable, allowing enterprises to create a unified digital workplace for cross-functional collaboration. It provides a range of tools for project planning, task management, scheduling, and time tracking, enabling teams to manage complex workflows efficiently. Additionally, Wrike supports customizable features that cater to specific user needs, facilitating requests, project planning, task assignment, and progress tracking. This versatility positions Wrike as a valuable resource for Fortune 500 companies, small and mid-size businesses, and solopreneurs worldwide.

Autotask

Acquisition in 2014
Autotask Corporation develops web-based professional services automation software aimed at enhancing the management of IT service workflows. The software supports a range of professional services, including managed services, consulting engagements, and system integration. It features integrations with various applications, such as service desk, time and expense tracking, project management, and financial software, facilitating efficient management of resources and operations. Autotask also provides mobile access for field service management, allowing users to handle service calls and project tasks remotely. Additionally, the company offers a Client Access Portal for secure client communication and a suite of professional services, including technical support and project management practices. Founded in 2001 and based in East Greenbush, New York, Autotask caters to value-added resellers, managed service providers, IT consultants, and other technology-focused businesses.

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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