Jeffrey Koons
Managing Director and Founding Member at Vista Point Advisors
- Role
- Managing Director and Founding Member at Vista Point Advisors at Vista Point Advisors
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Jeffrey Koons
At Vista Point Advisors, I work as part of a team dedicated to helping software & internet founders through successful M&A and capital raise transactions. As your advisor, we:* Shoulder the process and protect your time so you can focus on running your business* Bring buyers to the table and narrow to the best buyers based on our past experience* Have tough conversations with buyers without tarnishing future relationships* Act as a hands-on partner that hustles alongside you and is always available* Foster competition to improve the ultimate outcomeThe First Step-The first thing you can do as a founder is to educate yourself about what it looks like to work with an investment bank. Please take a look at the library of content our team put together to help you better understand the M&A process when run through an investment Investment Banking & M&A focused on Consumer Internet, SaaS and Internet Platform companies. Significant M&A and capital raising experience. Understanding of complex operational processes as well as technology platform strategy.Experience in both boutique & bulge-bracket financial Institutions and large bio-tech.Specialties: Conceptual: Deal structuring and modeling, deal sourcing, business development, due diligence, competitive and industry research, operations, communication Applications: Extensive Excel modeling; SalesForce administration and implementation, Experienced Macintosh and Windows user; Proficient in MS Office, MS Access, MS Project, SAS, and Bloomberg
Experience
Managing Director and Founding Member at Vista Point Advisors
Jan 2020 — Present · San Francisco, CA, US
Vista Point Advisors is a boutique sell-side investment bank focused on providing unconflicted advice to founder-led software & internet businesses in M&A and capital raise transactions. Our strategy is to partner with entrepreneurs of growing businesses who are interested in understanding their options in the marketplace.
Education
University of Colorado Boulder - Leeds School of Business
B.S., Finance
2004 — 2008
Skills
- Investment Banking
- Microsoft Office
- Salesforce.com
- Access
- Private Equity
- Strategy
- Mergers & Acquisitions
- Entrepreneurship
- Business Development
- Financial Modeling
- Microsoft Excel
- Corporate Finance
- Equities
- Ms Project
- Mergers
- Valuation
- Due Diligence
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