David Gerber — Tech M&A Advisor at OnPlane Consulting

David Gerber

Profile avatar
Tech M&A Advisor | Recurring Revenue Contract Expert for Technology Resellers | Fractional Growth & Turn-Around Services
Orange County | US

Skills

  • SaaS Sales
  • Investment Banking
  • Go-to-Market Strategy
  • Partner Relationship Management
  • Channel Sales
View all

Interests

Golf
Scotch
Bourbon
Cigars

Industries

Golf
Lifestyle

Work experience

OnPlane Consulting logo

OnPlane Consulting

CEO | 03/2017 - Current

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.
Merit Investment Bank logo

Merit Investment Bank

Managing Director -- TMT | 03/2024 - Current

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.
RenewIT360 Software logo

RenewIT360 Software

CEO | 09/2013 - Current

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.
Corum Group Ltd. logo

Corum Group Ltd.

Tech M&A Advisor | 04/2022 - 02/2024

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.
Kodak Alaris logo

Kodak Alaris

Americas Software & Solution Director | 07/2021 - 04/2022

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.
Western Integrated Systems logo

Western Integrated Systems

Director of Sales | 01/2019 - 07/2020

 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%.
InStream logo

InStream

Director - Western Division | 05/2015 - 01/2017

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.
Tallega Software logo

Tallega Software

CEO / Co-founder | 10/2005 - 05/2015

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.
Kofax Image Products logo

Kofax Image Products

Director, Global Alliances | 09/2003 - 10/2005

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.
Gauss Interprise/Magellan Software logo

Gauss Interprise/Magellan Software

Sr. V.P. Sales | 05/1999 - 09/2003

P&L responsibility for all field sales operations and revenue for first enterprise content management company.
IBM logo

IBM

Regional Sales Manager | 03/1996 - 05/1999

Responsbile for selling IBM Enterprise Document Management Solutions directly and with channel partners.
Adaptive Information Systems -- Hitachi logo

Adaptive Information Systems -- Hitachi

Account Executive | 02/1994 - 03/1996

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.
FileNet logo

FileNet

Account Executive | 06/1992 - 01/1994

Responsible for selling engineering document management and workflow solutions for business process improvement.
Eastman Kodak logo

Eastman Kodak

Account Executive | 01/1989 - 06/1992

Responsible for selling microfilm solutions, which consisted of hardware and software.
Eastman Kodak logo

Eastman Kodak

Mechanical Engineer | 06/1981 - 01/1989

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.
NetworkingJobsCompaniesAbout UsLog Out
Malakye logoPrivacy PolicyUser Agreement