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Dana Williams

CFO

Dana Williams is a highly accomplished CFO with more than 30 years of finance leadership experience across public and private organizations in Canada, the United States, Australia, Brazil, and the Caribbean. She has held senior financial roles in healthcare, insurance, professional services, and mining, helping organizations improve performance and support sustainable growth. Dana has successfully led more than 100 mergers and acquisitions, overseeing due diligence, transaction execution, and integration. She has extensive experience securing financing, managing capital relationships, enhancing productivity, and building scalable financial operations. Dana is known for delivering strategic, operational, and financial results in complex environments.

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Track record highlights

  • Successfully closed over 100 complex transactions, including acquisitions, divestitures, and strategic investments, and played a key role in taking a company through a full IPO process on a public exchange, ensuring readiness across financial reporting, governance, and capital markets requirements
  • Served as a Board Member across public companies, subsidiary entities, and charitable organizations, providing oversight in financial strategy, risk management, governance, and long-term value creation
  • Delivered significant operational efficiency improvements, including reducing annual operating expenses by approximately $1M through consolidation and centralization of back-office functions, while maintaining service quality and control standards
  • Drove transformative revenue growth, including doubling revenue by redesigning the operating and leverage model to improve scalability, pricing strategy, and margin performance
  • Led and supported capital markets execution, including taking companies public on both NASDAQ and ASX, managing cross-border regulatory requirements, investor relations positioning, and listing readiness

Sector Experience

  • Healthcare: Hospitals and clinics
  • Professional Services: Consulting, accounting, and brokerage firms
  • Insurance: Wholesale, retail, captives, and fraternals
  • Mining: Mining engineering

Dana's specialist skills

Mergers & Acquisitions

Extensive expertise leading complex mergers, acquisitions, and post-transaction integrations. Successfully completed more than 100 transactions across three countries and multiple industries, integrating teams, systems, and operations to achieve strategic and financial objectives.

Business Growth

Skilled in supporting organizations through growth, expansion, and capital planning initiatives. Partnered with both SMEs and large enterprises to secure funding, drive sales initiatives, and position businesses for sustainable growth.

Financial Transformation & Systems Implementation

Experienced in finance transformation, process improvement, and enterprise system implementation. Led three ERP and financial system conversions, overseeing system selection, change management, implementation, and user adoption.

Charitable & Not-for-Profit Organizations

Strong background providing financial leadership and governance support to charitable and not-for-profit organizations. Streamlined reporting processes, developed key performance indicators, and enhanced board-level decision-making through improved financial insights.

Exit Planning & Business Transitions

Expert in preparing businesses for ownership transitions and successful exits. Supported numerous business sales through valuation analysis, succession planning, leadership transitions, negotiation, and post-sale integration planning.

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