Search Fund
Preserve what you built. Unlock what's next.
David Katz is acquiring one exceptional B2B or B2G company to lead as CEO, bringing two decades of operating experience and patient capital to your next chapter.
A Proven Operator
Two decades of results, not theory.
0%
YoY growth as CRO, Tablet Command
$0M → $0M+
ARR scaled across GTM orgs
0%+
Annual growth, multiple companies
~0 yrs
Operating in tech and government
Backed by operators and investors who build for the long term.
The Opportunity
Protect what you've built, on your terms.
You've spent years building something worth preserving: the team, the customers, the reputation. We keep that intact while giving you real liquidity today, and we structure the rest around what you want next. Stay on and share in the growth ahead, shift into an advisory role, or step away entirely. Choose now, or decide later. Whatever you choose, the business you built stays in good hands.
If This Sounds Familiar
You've built something real. Now come the harder questions.
Built on reputation
Word of mouth got you here. Now it needs a sales engine.
Good, not yet great
You can see the next level. You're just not sure which lever gets you there.
Worth more than it shows
Real value, still waiting to be unlocked.
Still in the middle of everything
It's worked so far. Now it needs to work without you.
PE firms that felt off
You want a partner, not a spreadsheet.
Ready for real leadership
The right leaders would change everything, if you could find them.
The First Conversation
No pitch decks. No pressure. Just your business, and where it could go.
What We'll Cover
- 01Your story, in your words
- 02What's working, what isn't
- 03What's capping your growth
- 04Where you want this to go
- 05Whether we're actually a fit
What We Won't Do
- 01Ask for financials on day one
- 02Push you toward a decision
- 03Share your details with anyone
- 04Rush the process
- 05Treat this like a transaction
Length
30 to 45 minutes
Format
Virtual or in person
Commitment
No obligation
If there's mutual interest, we'll outline next steps. If not, no hard feelings.
What Makes This Different
This isn't about buying a business. It's about building one, together.
Proven Revenue Leadership
65% year-over-year growth as CRO of Tablet Command, built through hands-on go-to-market work.
Long-Term Orientation
One business, run as CEO for the long term. No flip, no exit clock.
A Network That Opens Doors
A network spanning the White House to venture-backed scale-ups, and now it's yours too.
Investors Who've Done This
Backed by search fund investors who back CEO-entrepreneurs, not spreadsheets.
Proof It Works
GovTech Expansion
One state, dominant share, but no national traction. David rebuilt the commercial strategy: new territories, hunter sales leaders, and channel partnerships to close the gaps.
Result: new regions won, contract value up, recurring revenue stronger.
How We Approach Growth
Growth comes from operating the business well, not financial engineering.
Sales-Led Growth
Repeatable revenue engines that don't depend on the founder.
Talent Engine
Leaders worth staying for, and a culture that keeps them.
Product Innovation
Sharper product for the customers you already have.
Operator-First Governance
Decisions made for the business, not a fund's timeline.
Meet David Katz
Stanford MBA. Deep respect for founders who build from zero.
As CRO at Tablet Command, David delivered 65% year-over-year growth. He spent nearly a decade at Quid, opening government accounts like the DoD, NASA, and DHS and selling into Bain, BCG, and the Fortune 500. His career also includes government service at the White House and the Department of Energy. Now he's looking for one partnership where founder vision meets operational depth.
“David combines significant public sector experience with substantive leadership in sales and business.”
A Clear Path to Close
3–4 months, start to close.
Initial Diligence
We get to know your business, and you get to know us.
Letter of Intent
Proposed structure and valuation, then exclusivity to close.
Diligence
Financial, operational, and legal review, worked through together.
Final Negotiations
Purchase agreement and transition plan, finalized.
Closing & Transition
David steps in as CEO. Customers and team feel no gap.
Every business is different, so we adapt the timeline. The momentum stays the same.
Ready for your next chapter?
David is looking for one exceptional partnership. Whether you're ready now or just exploring, let's talk.