Vista Equity Partners

"Find something that stimulates you, where you’re always learning. And make sure you're working with people who share your values." In the second edition of Vista's Insights for Edge, Wellington Management's Jean Hynes shares insights into her esteemed career path and how leaning in and taking risks has helped her become one of the top female CEOs in asset management. Read the article below for an exclusive look into her keynote at this year's Girls Who Invest Gala and subscribe to our monthly newsletter for further insights from leaders at the pinnacle of business, finance and technology.

Today on CNBC, Ashley MacNeill, Head of Equity Capital Markets and Managing Director, highlighted the impressive performance of software stocks over the past six months. She attributed this success to strong quarterly earnings, consistent revenues, clear disclosures around CAPEX, and the impact of generative AI on top-line revenue growth and margin efficiencies. Looking ahead to 2025, MacNeill anticipates a robust year for deal-making, IPOs, mergers and acquisitions, and private placements. She noted the significant capital available in both private and public markets, stating, "We have over $4 trillion in dry powder in the private market and $6 trillion in money markets on the public side. It will be a really robust year, and we're excited to see software starting to show real proof points for being investible." Watch the full interview here: https://cnb.cx/3ZnGB0S

In a recent CNBC op-ed, Vista's Robert F. Smith explores the potential of AI to exacerbate the racial wealth gap if not managed thoughtfully. He emphasizes that equitable access to tech infrastructure—like broadband and computing power—is critical for closing this gap. Read more to discover how Vista is supporting AI enablement through collaborative partnerships, global networking events and cutting-edge research. https://cnb.cx/40TS89s

At Vista, our priority is to deliver results for our investors by driving growth and creating value in enterprise software businesses. Achieving our mission and maximizing value requires careful management of risks and opportunities alongside an approach that supports #ESG and #DEI efforts across our operations. As we look to unlock the opportunities ahead and leverage new technologies like #AI, we never lose sight of our commitment and responsibility to foster a diverse and inclusive workforce and manage our climate impact. Read our 2024 Responsibility Report below to explore how we’re unlocking value for our companies, investors and communities.

We’re excited to share that Vista portfolio company LogicMonitor, a leading SaaS-based hybrid observability platform powered by AI,?has secured an $800 million investment, valuing the company at approximately $2.4 billion. The strategic investment will fuel the expansion of LogicMonitor’s platform through strategic acquisitions, build autonomous observability data management systems for better predictive insights, enter new markets to benefit data centers globally and bring AI-powered insights to new verticals. "We've been fortunate to support Christina, LogicMonitor, and the rest of the management team as the company has scaled organically over 650% since our investment in mid-2018," said Patrick Severson, Co-Head of Vista's Foundation Fund and Senior Managing Director, and Ryan Atlas, Managing Director at Vista. "Over the course of our partnership, LogicMonitor has broadened its solution suite from infrastructure performance monitoring to true hybrid observability and built a global customer and employee base. We're excited to continue supporting the company in this exciting next chapter." Learn more: https://prn.to/3AGnC8r

Vista's Robert F. Smith took center stage at the annual Axios BFD Summit in New York to share his thoughts on the impact of GenAI from an investment perspective and the key factors for successfully leveraging AI tools. The productivity curves and efficiencies made possible by this technological innovation can accelerate enterprise software businesses and drive unprecedented growth.

Martin Taylor, Co-Head of the Foundation Fund and Senior Managing Director at Vista and Gregory Galligan, Senior Managing Director, Vista Credit Partners, shared how to tap into the vast opportunity set in enterprise technology through private equity and private credit strategies at the recent CAIS Alternative Investment Summit. Martin and Greg noted several reasons why deep expertise are essential when investing in enterprise software: -Accelerated Growth & Scale: Specialized operational insights help companies scale quickly and effectively, a necessity in the fast-paced tech landscape. -Navigating Complex Markets: 20+ years of experience allows Vista to quickly identify market demands and evolving tech trends, so companies remain agile and competitive. -Enhanced Visibility: Vista's internal tech diligence team provides insight into underlying issues with a company's product architecture that would often be overlooked by generalists.

Generative AI (GenAI) represents one of the most transformative technological advancements since the internet. At Vista's annual CXO Summit, Robert F. Smith, our Founder, Chairman and CEO, shared his thoughts on GenAI's potential to revolutionize business operations, drive efficiency and create unprecedented value, and his advice for enterprise software executives looking to capitalize on this opportunity. Learn more: https://bit.ly/3AwLco1

Vista’s #PrivateWealth team is growing! Since Dan Parant joined as Global Head of Private Wealth Solutions earlier this year, we’ve hired more than ten dedicated professionals to expand private wealth solutions for the enterprise software market where 95% of companies are private. In addition to Juliet Zawedde, who provided early leadership, our new joiners – including Evan Kalbacher, Sean Cahill, Connor Diamond, Anthony Gentile, Matthew Pereira, Victoria Piscopo, Lara Sherman, Andrew Wang, CFA, Lawrence Kruglyak, Sean McLaughlin and Maxwell Seckler – bring a complementary blend of private wealth expertise and experience across strategy, product, strategic partnerships, RIA and Wirehouse engagement, and investor services.

At CAIS Summit, Robert F. Smith shared his views on the transformative power of generative AI, highlighting its ability to boost productivity and deliver substantial returns on investment for the software industry. He emphasizes that adopting this technology and integrating generative AI tools early will be key for software companies.