Tahoe Equity Emerges with AI-Native Edge in Private Equity

‍INCLINE VILLAGE, NV (November 2025) — Tahoe Equity Partners (TEP) today announced its public launch, unveiling a new AI-native deal sourcing firm that merges cutting-edge market-mapping technology with a battle-tested team of human operators. Led by Dan Herr (formerly Serent Capital), Jen Carlile (formerly Google X), and Patrick Baldwin (former high-tech industrial CEO), TEP is helping private equity investors unlock proprietary opportunities with unmatched precision and speed.

“We built what every sourcing team wishes they had — GoogleX-grade AI agents and deep research guided by the best deal sourcers in the game,” said Dan Herr, Managing Partner at TEP. “Tahoe Equity Partners is the future of buyside sourcing — humans, supercharged.”

Built for the Lower Middle Market

In an industry where 5,500+ U.S. PE firms compete for a shrinking pool of proprietary deals, TEP was designed to help firms win — without scaling headcount. By combining proprietary AI with seasoned sourcing experts, TEP acts as a fractional corporate development partner, empowering clients to map markets faster, engage founders more thoughtfully, and close better deals.

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Since quietly launching mid-summer 2025 (and in less than 3 months), TEP has already delivered:‍

- 20+ proprietary, platform-scale actionable deals
- 5 LOIs submitted, including a $38M EBITDA proprietary A&D platform
- 2 signed LOIs
- A proven playbook for cutting sourcing time in half and 10x-ing proprietary conversion rates

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A Team That Knows Both Code and Closings

Unlike outsourced call shops or software-only solutions, TEP brings together world-class talent from tech and PE:

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- Dan Herr: Led one of the top sourcing teams in private equity at Serent Capital, has closed Billions in proprietary deals, and co-hosts the highly acclaimed Deal Sourcery podcast.
- Jen Carlile: A veteran engineering leader from Google X and co-founder of multiple VC-backed tech startups.
- Patrick Baldwin: Former industrial CEO with a track record of high-tech growth and deep sector expertise.
- Javier Vizoso: AI expert, Distinguished Engineer and co-founder of multiple tech startups.
- Antowan Davtians: Former recruiter and electro-chemical engineer, turned deal sourcer.
- Mitchell Gehring: Two-time SAAS founder, with a background in machine learning and math, turned deal sourcer.

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“Our clients get the best of both worlds — the precision of AI-powered insights and the nuance of human-to-human relationship building,” said Jen Carlile, Partner at TEP.

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Limited Availability to Ensure Quality

To preserve quality and avoid market overlap, TEP only works with a small number of PE firms each quarter on both platform and add-on searches. The firm is currently opening two new client slots across select sectors and geographies.

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“I’ve been on all sides of the table — as a CEO who sold to PE, as a searcher looking for the right business to buy, and now inside TEP. What we’re doing here is unlike anything I’ve seen before. When Dan showed me the system, it was obvious how powerful it is. The precision, the pace, the founder response — it’s a game-changer. That’s why we’re keeping it limited: a small number of clients, high-quality deal flow, and no channel conflict.”— said Patrick Baldwin, Partner at Tahoe Equity

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Private equity firms interested in accelerating proprietary deal origination — without expanding headcount — can learn more and request a private consultation at www.tahoeequity.com.

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ABOUT TAHOE EQUITY PARTNERS
Tahoe Equity Partners is an AI-native buyside sourcing firm and fractional corporate development partner. Built by veteran deal sourcers, tech leaders, and industrial operators, TEP combines proprietary AI market-mapping with elite human talent to help private equity firms find, engage, and close better deals — faster. Based in Lake Tahoe, the firm serves a limited number of PE clients per quarter to ensure exclusivity and deal quality. Learn more at www.tahoeequity.com.

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Media Contact
press@tahoeequity.com
Jen Carlile, Partner
415.713.7137

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