
Learn what every technology founder needs to know as they grow their business towards an eventual M&A transaction. In this podcast, Mike Lyon from Vista Point Advisors chats with tech founders and the VPA team to address questions like: What is the process for selling a software or internet business? What drives the valuation of a SaaS business? What are my different transaction options?
In this episode, managing director Mike Lyon and senior associate Sarabeth Sandweiss discuss how retention metrics have become a pivotal factor in software company valuations, detailing the heightened scrutiny buyers now apply. They explain the investor framework for assessing retention, highlight common miscalculations founders make, and offer strategies to avoid diligence surprises and improve valuation outcomes. The hosts draw on their private‑equity experience to illustrate how accurate retention reporting can position a company for a stronger exit.

In this episode, Vista Point Advisors’ managing directors Mike Lyon and Jeff Koons dissect the 2025 software M&A landscape and project key shifts for 2026, focusing on buyer behavior, deal structures, and valuation trends—especially in vertical SaaS. They highlight that strategic...

In this 16‑minute episode, Managing Directors Mike Lyon and Mike Greco explain why software founders must assemble a dedicated M&A dream team—including legal, financial, tax, and operational advisors—early in the sale or fundraising process. They highlight how each specialist adds...