Preserving Your Legacy While Building What's Next

You've built something special. Growing a B2B company means navigating tough decisions, adapting to market changes, and staying committed to your vision. Every founder's journey is different, but the dedication required to build something meaningful remains constant.

Your company represents years of intentional choices—strategic thinking, relationship building, and creating a team that believes in the mission. Whether you've weathered market shifts, evolved with customer needs, or simply focused on creating real value, you've built something worth preserving. If you're considering what comes next, that decision deserves careful thought.

When that conversation happens, you should work with someone who sees the full picture of what you've created—the culture, relationships, and market position that took years to develop, not just the financial performance.

I'm David Katz. I've helped companies scale from $5M to $60M ARR, so I understand what goes into building something that lasts. I work with experienced investors who value operational know-how alongside financial expertise. My background spans VC-backed startups, government, political campaigns, and family businesses—different environments that have taught me what drives lasting success.

I'm looking to partner with one exceptional B2B company owner to carefully grow what you've built while protecting what makes it valuable.

  • CEO, Temescal Capital LLC

    David Katz has deep admiration for entrepreneurs who build companies from the ground up—he's seen firsthand what it takes through his operational leadership roles scaling businesses from $5M to $60M ARR. As Chief Revenue Officer at Tablet Command, he delivered 65% year-over-year growth, and at Quid, he grew new product lines from concept to maturity and always consistently exceeding exceeded sales targets.

    His background spans high-growth technology companies and government service, including roles at the White House and U.S. Department of Energy. David holds an MBA from Stanford and lives in San Francisco with his wife and two children.

    What excites David is the opportunity to partner with a business owner ready for their company's second act. He brings proven sales experience, extensive professional relationships, and backing from experienced investors who understand long-term value creation. David focuses on understanding what's made a business successful and applying his expertise to unlock its next chapter of growth.

    He's looking for one exceptional partnership where founder vision meets operational expertise—preserving what's been built while writing an even better next chapter together.

Our Investment Partners—Experienced Leaders Who Get What You've Built

  • Chairman, Trilogy Search

    Mitch is based out of Trilogy’s Bay Area office. From 1989 until 2008, Mitch was a Managing Director of Hellman & Friedman, the global private equity firm. In his role at H&F, he sourced new investments and oversaw portfolio companies, while sitting on numerous company boards. In addition, he oversaw the firm’s fundraising and client relations. Mitch worked closely with other Trilogy partners while representing H&F on the boards of Western Wireless and VoiceStream. Prior to Hellman & Friedman, Mitch was an Associate at Shearson Lehman Hutton. He graduated from the McIntire School of Commerce at the University of Virginia.

  • Director, Pacific Lake

    Hannah helps great entrepreneurs become CEOs, coaching them through the process of finding, diligencing, and acquiring great businesses in attractive niches.

    Hannah is also a thought partner as searchers learn to become talented operators -- she serves on the board of directors at Eleven Software, HigherMe, and ElderTree and previously served as an observer at Triyam (exited). Prior to joining Pacific Lake, Hannah was a Consultant at Bain & Company in the San Francisco and London offices, where she worked with Private Equity and Hedge Funds across a range of industries, including software, retail, healthcare, and financial services. Hannah received an MBA from the Stanford Graduate School of Business as an Arjay Miller Scholar and a BS in Mechanical Engineering from the Massachusetts Institute of Technology. She lives in Boston with her dog, Pongo.

  • Mahesh Rajasekharan, President and CEO, Cleo

    Cleo, the pioneer and global leader of the world’s Ecosystem Integration software category. Through Cleo Integration Cloud (CIC), the company’s innovative B2B SaaS platform, Cleo enables the supply chain ecosystems of thousands of customers and partners by providing highly flexible industry-focused solutions that deliver unparalleled internal and external integration control across today’s constantly changing digital enterprises.

  • Partner, Endurance Search

    Tiffany is a seasoned private equity investor, board director, former management consultant, and trusted CEO mentor who has dedicated her career to supporting long-horizon leaders in building enduring businesses. As a Partner at Endurance Search Partners, she brings nearly 20 years of investing and advisory experience to her work helping talented entrepreneurs and first-time CEOs acquire and grow companies through the proven Search Fund model and its evolving adaptations.

    Drawing on her background in both institutional investing and hands-on company building, Tiffany supports searchers through every stage of the journey—from sourcing and diligence to operating strategy and long-term value creation. She is known for her strategic clarity, practical guidance, extensive network, and unwavering commitment to the success of the next generation of entrepreneurial CEOs.

  • Peter Flick, Founder & Managing Partner, Amplify SG

    Amplify SG is an entrepreneurial holding company focused on building software, healthcare, and b2b service businesses with remarkable people.

    Prior to founding Amplify, Peter was CEO of Remarkable Health, a software company serving behavioral health and human service providers. Peter acquired the business via a search fund in 2015, converted the revenue model from a license/maintenance model to 100% hosted subscription, launched the first AI product in the industry, and sold the business in 2021.

    Prior to Remarkable Health Peter co-founded Relay Network where he held dual roles of CFO and VP of Product. He managed the product and technology teams, released several products, was credited as an inventor on a mobile communication patent, and led $18m in venture financing from top-tier VCs and investors.

    Earlier in his career Peter worked at Spectrum Equity Investors in Boston, a $4 billion private equity firm focused on investing in financial technology, online media, and vertical SaaS companies. Before Spectrum, Peter was an analyst in the Leveraged Finance Group of Citigroup, underwriting high-yield bank and bond financings. Prior to that, Peter served as an analyst at Graham Partners, a middle-market LBO firm based in suburban Philadelphia.

    Peter graduated from Villanova University with a B.S. in Business Administration. While at Villanova, he played Division 1 lacrosse, started and managed an industrial cleaning company (while attending night school), and co-founded the Villanova Entrepreneurial Society.

  • Partner, Highland Creek Partners

    Rameez is an experienced CEO and investor, and has led the profitable growth of numerous operating companies in North America and Asia. Rameez is currently a Director at Synergy Corporation, a family owned business focused on the energy sector in Pakistan and a Lecturer in the Finance Department at the University of Toronto. Previously, he was Co-CEO of FieldEdge, a vertically focused SaaS company which he acquired, grew more than 5x, and eventually sold to a mega cap private equity fund, Advent International. Earlier, Rameez worked at the Boston Consulting Group where he provided corporate strategy and operational advice to Fortune 500 clients.

    In 2018, Rameez received an Ernst and Young Entrepreneur of the Year award. Rameez graduated with a Bachelors in Business Administration with High Distinction from the University of Toronto and earned a Masters in Business Administration from the Graduate School of Business at Stanford.

  • Principal, TD Investments

    Tom has made investments in more than 210 private companies via the Entrepreneurship Through Acquisition (ETA) model. He currently serves as CFO of American Security Products, a leading manufacturer of high-security safes. From 1984 to 2011, Tom was Co-President of Nelson Nameplate Company, a manufacturer of membrane switches and product identification plates, based in Los Angeles, California. Prior to joining Nelson, Tom was the Controller of Bristol Corporation, the parent company of ten manufacturing companies, from 1978-1984. He has served on the boards of American Security Products, Columbia Sanitary Products, Dynamic Growth Dental, EZ Shipper Racks, Nelson Nameplate Company, Nutrishare, SafeLogic, Scottish American Insurance Services, and Positive Coaching Alliance. Tom received his Bachelors degree in Physics in 1982 from the University of California, Irvine where he was a Phi Beta Kappa graduate. Tom received an MBA in 1986 from Stanford University’s Graduate School of Business, where he was an Arjay Miller scholar and the recipient of the Alexander A. Robichek Award, given to the top student each year in finance.

    For fun, Captain Tom likes to cruise around the Newport harbor in his boat with his family and his dog.

  • Rick Gustafson

    Rick Gustafson has spent the majority of his career in Silicon Valley as a serial technology company CFO, with the last fifteen years focused on guiding enterprise SaaS companies through key growth and transition stages. He most recently spent eight years as the CFO of ServiceMax, the industry's leading field service management SaaS company, where he was a key contributor to the company’s strategy, rapid growth and $1 billion acquisition by GE Digital (NYSE: GE).

    Previously, he served in CFO roles at Genius.com, a marketing automation SaaS company (acquired by CALD), Coupa Software (IPO: COUP), an eProcurement SaaS provider, and Ketera Technologies, a spend management SaaS company.

    Gustafson earned an MBA from Stanford’s Graduate School of Business and a BA in Economics/Business from UCLA.

  • CEO, Granite Point Partners

    Kent Weaver is the founder, CEO and Managing Member of Granite Point.  Kent has invested in over 75 middle-market companies as an individual investor and with Granite Point. Kent has partnered with entrepreneurs to build successful businesses such as VRI (remote patient monitoring), Discover Outsourcing (HR outsourcing), Fieldedge (field technician software), mTab (database tool), Neuro International (brain trauma residential), Integra (health provider network), and CALO (teen mental health), among many investments.      

    In addition to Granite Point, Kent is currently Executive Chairman and former CEO at a Northern California-based home health care company acquired using a self-funded search fund model.  Previously, Mr. Weaver held executive positions in marketing and product management for a VC-backed marketing automation startup, as a regional CFO and business analyst in Pepsico’s Pizza Hut Division, and as a management consultant at Ernst & Young.   He received his MBA at the University of California, Los Angeles and BS in finance from the University of Southern California.  

  • Cregg Baumbaugh

    Cregg Baumbaugh served as Executive Vice President – Finance, Strategy and Development for VoiceStream Wireless (now T-Mobile U.S.) from inception through its 2001 sale to Deutsche Telekom. In addition, he served as SVP – Corporate Development of both VoiceStream and Western Wireless. Previously, Cregg worked at The First Boston Corporation. Cregg received his BS and MBA degrees from Indiana University.

  • Co-Founder, Brown Robin Partners

    Ryan Robinson is the co-founder of Brown Robin Partners.  He is an operator and active investor in Search Fund entrepreneurs and the companies they acquire.  Ryan, partner Lucas Braun, and a group of investors acquired a data center services business, OnRamp, in 2009 through their search fund.  After running the business for almost nine years, Ryan and the investor group exited to a strategic buyer in July 2018.  Now, Ryan and Lucas spend all their professional time working with the next generation of searchers building great businesses.

    Ryan joined the WSN team in 2019.  He is passionate about building great businesses, skiing, hiking, mountain biking, Tar Heel basketball, and being outdoors with his wife (Anna), 3 kids (Daisy, Fox, Nina), and their dog (Buster Noodles).

  • Tom Jackson, CEO of Datacor

    Tom Jackson has two decades of experience of investing and operating in the technology industry. Tom currently serves as the President of Datacor, a leading provider of software to the process manufacturing industry. Tom has led Datacor since acquiring the business in 2016 via a search fund, WJT Partners. Over that time, Datacor has grown to 280 employees and seen >8x recurring revenue growth.

    Outside of Datacor, Tom is an active investor in over 30 search funds or operating companies. He currently serves on the boards of Campminder and Inerva.

    Prior to launching his search fund, Tom worked as a technology investor at Bregal Sagemount, Blackstone, and Woodside Fund, and started his career as an engineer at Sun Microsystems. He holds a MS and BS in Electrical Engineering from Stanford as well as an MBA from Harvard Business School.

  • President, Bretton Capital Management

    Stephen Dodson is the president and founder of Bretton Capital Management and serves as the portfolio manager to the Bretton Fund, a mutual fund with a long-term, concentrated, value strategy.

    Prior to founding Bretton in 2010, he served as president, portfolio manager, and chief operating officer of Parnassus Investments, a family of mutual funds. He previously worked for the venture capital group of Advent International, a private equity firm, and was an investment banker for Morgan Stanley in New York and Menlo Park. He has a BS in business administration from the Haas School of Business at the University of California, Berkeley.

  • Operating CFO

    Redic is a finance leader with experience at Google, Lyft, Goldman Sachs, and Morgan Stanley, combining deep technical expertise with a strategic mindset. He brings a strong foundation in business and finance, shaped by roles across investment banking, corporate finance, and high-growth tech.

    Known for building strong relationships and staying ahead of industry trends, he sees his career as an ongoing journey of learning and impact. He is passionate about driving growth, solving complex problems, and helping businesses navigate change.

  • Steuart Botchford

    Steuart Botchford is an experienced entrepreneur and investor with a deep track record in building and scaling businesses in the consumer service and healthcare sectors. He started his career at Bain & Company where he worked on private equity and hedge fund diligence. He then founded and was the longtime CEO of Northstar Fertility, a leading network of fertility and family-building companies, which he led through rapid growth and eventual sale to private equity. Steuart then transitioned from operator to investor, focusing on search funds and lower middle-market businesses, where he now serves on multiple boards across a variety of industries. He brings particular expertise in consumer services, specialty insurance, and strategic M&A. He is a regular guest in classes at Harvard Business School and other top programs as well as mentoring new CEOs as they take over businesses for the first time. Steuart holds a bachelor’s degree in Philosophy and Economics from Mercer University and an MBA and MS from the University of Michigan.