David Gerber
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
Interests
Golf
Scotch
Bourbon
Cigars
Industries
Golf
Lifestyle
Summary
Activity
Work experience
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
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
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.
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
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
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
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
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
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
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
Regional Sales Manager | 03/1996 - 05/1999
Responsbile for selling IBM Enterprise Document Management Solutions directly and with channel partners.
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
Account Executive | 06/1992 - 01/1994
Responsible for selling engineering document management and workflow solutions for business process improvement.
Eastman Kodak
Account Executive | 01/1989 - 06/1992
Responsible for selling microfilm solutions, which consisted of hardware and software.
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.
Education history
University of Phoenix
BS Business Management | 1994 - 1996
University of Phoenix
Master of Business Administration (MBA) -- MS Technology Management | 1996 - 1998
Pennsylvania College of Technology
AAS | 1979 - 1981
Tamaqua High School
High School Diploma | 1976 - 1979



