Portrait of Dan Morgan

Dan Morgan

Areas of Expertise

  • Financial Planning
  • Mergers & Acquisitions
  • Strategy

Industry Experience

  • Enterprise Software
  • AI & Machine Learning
  • Smart Manufacturing
  • Telecom

Recent Engagements

  • Camect
  • Clearbit
  • Onera
  • Population Lights

Education & Professional Certifications

As a CFO, Dan has gravitated towards challenges. He excels at communicating the possibilities and integrating teams to work together to enable cross-functional collaboration which allowed companies to achieve their goals and objectives.

Dan has worked extensively with the executive teams for VC backed private companies, as well as, publicly held multi-million-dollar technology, SaaS, and manufacturing organizations.

Dan worked as a key member of nine global public and private M&A integrations valued at ~$900M. He provided the due diligence for a timely and smooth close process and reduced costs on average by 40%.

Along with local and foreign subsidiaries, Dan established international entities in EMEA and APAC. Dan implemented banking, risk management, and foreign exchange requirements and directed teams ranging between 5 to 60 to ensure local statutory compliance was met.

Whether it is growing teams to meet organizational demands or solving complex problems, Dan develops teams that allow infrastructures to scale and pursue process improvements to optimize company results.