About David Jacobs

A Silicon Valley M&A advisor and licensed business broker for founder-led software, SaaS, and technology-enabled service companies.

David Jacobs Sitting

 

David works with founders and owners across the United States who are considering a sale, evaluating buyer interest, or trying to understand what their business may be worth in the current market.

His clients are typically founder-led companies with real customers, meaningful revenue, and enough scale to attract serious buyers. Most have $3 million to $20 million in annual revenue or $1 million or more in EBITDA.

David’s role is to help owners understand valuation, prepare the business for market, identify qualified buyers, manage buyer conversations, negotiate deal terms, and guide the process through closing.

Unlike larger advisory firms, David works directly with every client and personally manages the sale process. He does not hand execution to junior staff.

David is a licensed California business broker operating in collaboration with Zoom Business Brokers, a California-licensed brokerage. All transactions are conducted in accordance with California Department of Real Estate regulations.

Background

Before becoming a business broker, David spent more than 15 years in the corporate software industry. He held roles at companies including Oracle, Siebel Systems, BMC/Remedy, and SuSE Linux.

During that time, he worked with enterprise software customers, channel partners, and global technology companies. He negotiated partnership agreements with companies including Microsoft and Sun Microsystems and developed a practical understanding of how software companies sell, partner, grow, and create value.

David later left the corporate world to run a family-owned commercial printing brokerage serving manufacturing and distribution companies across the United States. Through a network of contracted printers and internally developed software systems, the company grew into one of the largest print brokerages in the country.

David sold the business in 2013.

That experience shapes how he works with clients today. Selling a company is not just a financial transaction. For many owners, it represents years of work, risk, sacrifice, and personal identity. David understands both the practical and emotional sides of that decision because he has been through the process himself.

Since becoming a business broker in 2019, David has focused on helping founders and owners of software, SaaS, and technology-enabled service companies navigate valuations, buyer conversations, due diligence, and successful exits.

David Jacobs standing and leaning on a wall

How David Works With Clients

David manages a disciplined, confidential sale process designed to create buyer interest while protecting the owner’s time and the company’s information.

His work typically includes:

  • Preparing valuation guidance and market positioning
  • Developing confidential buyer materials
  • Identifying and contacting qualified buyers
  • Screening buyer interest
  • Managing buyer discussions and negotiations
  • Comparing offers and deal structures
  • Coordinating due diligence and closing

David’s approach is practical and direct. He believes owners are best served by realistic valuation expectations, thoughtful preparation, qualified buyers, and a process that creates competition without wasting time.

Areas of Focus

David primarily works with:

  • SaaS companies
  • Software businesses
  • Technology-enabled service companies
  • Managed service providers
  • Digital and online service businesses
  • Select professional service businesses with recurring or repeat revenue

Most clients have $3 million to $20 million in annual revenue or $1 million or more in EBITDA. David will also consider smaller companies when there is meaningful profit, strong retention, recurring revenue, or a clear strategic buyer fit.

Personal

David lives in Silicon Valley with his family. Outside of work, he enjoys playing ice hockey, cooking, and spending time with his children.

Work With David

If you are considering selling a software, SaaS, or technology-enabled service business, David can help you understand the current market, likely valuation range, buyer fit, and the steps required to prepare for a successful transaction.

The first step is a confidential conversation about your business, your goals, and whether there is a strong fit with the current buyer market.