David Gerber
Tech M&A Advisor · OnPlane Consulting
Orange County, CAIn My Own Words
Building and growing companies is not for the faint of heart. Experience that helps avoid the landmines is critical to success. Success can come in the form of revenue, or profit growth, or possibly getting a company positioned for acquisition. With over 30 years experience in building, growing and preparing companies for exit, I help companies do that the right way.
I work with company leaders to grow and properly prepare everything required to assure the best outcome possible, while keeping risk to an absolute minimum and ensuring the best integration moving forward.
Let’s connect to discuss what an optimal outcome will look like for you!
WHAT OTHERS SAY:
“David is one of the very best people I know at making solutions successful. He understands business, people, and what it takes to make something work for both. I always want him by my side when I look for this kind of solution.” Peter Meyer – CEO, The Meyer Group
“I've worked with David for over 10 years. His integrity and honesty are truly unparalleled in the industry. It's more like a partnership, than a typical client/vendor relationship. I can always count on him to look out for what's best for my company and provide solutions to very complex problems. ” Melanie Sloan – IT Project Mgr, Advance Auto Parts
NEXT STEP: Let's talk. Email me: [email protected], or call at (949) 292-4674.
Specialties: #capture, #ecm, #bpm, #fundamentals, #m&a, #speaking, #contractmanagement
Work Experience
CEO
OnPlane Consulting2017 – Present
OnPlane Consulting focuses on 3 things: 1. Fractional Sales Leadership as a Service, specifically focusing on B2B technology solutions. Establish better sales teams, repeatable sales processes, increasing revenue and profitability, while improving fundamentals, such as presentation and negotiating skills. We create predictable revenue streams.
2. Fractional Marketing Services. Marketing is easy. Getting results from marketing is hard. For a fraction of the cost, you get true professionals to help with CRM, content, videos, ads and more that deliver measurable results that actually make a difference to your business.
3. Outbound Lead Generation Services. There is no shortage of companies offering to make calls to set up meetings. Problem is, they're not good at it. You invest thousands of dollars for nothing. For the same investment, we provide US-based sales professionals to generate call scripts, sales stories, progress reports and even access to a database of 80 million contacts.
Managing Director -- TMT
Merit Investment Bank2024 – Present
Selling your company, merging, or raising capital is a life-changing decision. You should do everything you can make sure the terms are in your favor. Having an experienced professional in your corner increases your odds of a successful outcome by more than 80%.
Merit Investment Bank has helped hundreds of companies create successful outcomes. You owe it to yourself to talk with us before making any decisions. No grandiose promises, just straight talk with highly-experienced advisors (x-CEOs) about your position in the market and what it will take to get you where you need to be.
CEO
RenewIT360 Software2013 – Present
RenewIT360 Software is an easy-to-use, cloud-based solution that securely manages all types of recurring maintenance contracts. RenewIT360 provides Resellers, Vendors, or any Organization a way to manage their renewable contracts with complete and easy insight to their recurring costs, recurring revenue, profit, terms and SLA commitments. All of this integrated with your accounting, ERP and CRM systems. You have to see it to believe it.
Tech M&A Advisor
Corum Group Ltd.2022 – 2024
Selling your company will likely be one of the biggest decisions of your life. Going through an exit is a daunting process, especially if you don't have the proper experience. Having a professional, experienced advisor improves your odds of being successful by at least 80%.
Our team is comprised of some of the most experienced deal makers in the industry. Corum has advised more tech companies to more successful exits than any other company in the tech M&A space -- period. When you want the best "Optimal Outcome" -- that's what we do.
Americas Software & Solution Director
Kodak Alaris2021 – 2022
Kodak Alaris is a leading provider of information capture solutions that simplifies business processes. We exist to help the world make sense of information with smart, connected solutions powered by decades of image science innovation. Our award-winning range of scanners, software and services are available worldwide, and through our network of channel partners.
Director of Sales
Western Integrated Systems2019 – 2020
Contributing sales manager for national sales team and all marketing services. Implemented CRM solution combining sales operations, marketing and support. Increased software revenue by $2M, professional services by $1M and GPM by 5%.
Director - Western Division
InStream2015 – 2017
Tallega Software was acquired by InStream LLC in May 2015. Currently managing all aspects of Business Development for the western region of the US, as well as helping customers from Tallega Software continue to automate and improve their business processes.
InStream provides world-class document and information automation solutions, robotic software automation, predictive analytics and complete business process outsourcing solutions for businesses of any size.
CEO / Co-founder
Tallega Software2005 – 2015
President/CEO and co-founder of Tallega Software; focused on selling, delivering and supporting document scanning, document management and workflow solutions primarily in the B2B environment. Responsible for creating and leading the company's go-to-market strategy. Managing sales, marketing, client relationships and business development.
Director, Global Alliances
Kofax Image Products2003 – 2005
Responsible for creating and managing all aspects of Kofax's global alliances with the industry-leading enterprise content management vendors, large indirect channel partners and the company's largest end user customers.
Sr. V.P. Sales
Gauss Interprise/Magellan Software1999 – 2003
P&L responsibility for all field sales operations and revenue for first enterprise content management company.
Regional Sales Manager
IBM1996 – 1999
Responsbile for selling IBM Enterprise Document Management Solutions directly and with channel partners.
Account Executive
Adaptive Information Systems -- Hitachi1994 – 1996
Sales territory responsibility for selling AIS document management technology. Worked with a company named Datamax and assisted with the release of a new product named VisiFlow.
Account Executive
FileNet1992 – 1994
Responsible for selling engineering document management and workflow solutions for business process improvement.
Account Executive
Eastman Kodak1989 – 1992
Responsible for selling microfilm solutions, which consisted of hardware and software.
Mechanical Engineer
Eastman Kodak1981 – 1989
Design engineer responsible for designing large film-coating machines for creating and processing Kodak film. These machines were implemented all over the world. Also designed transport mechanisms for paper-handling machines. Managed design teams.
Education
Master of Business Administration (MBA) -- MS Technology Management
University of Phoenix1996 – 1998
