Dan Surette

Managing Director
Finance Practice

Areas of Expertise

Mergers & Acquisitions

Leads the full M&A lifecycle—from valuation and diligence through integration, delivering accretive deals and seamless Day-1 execution.

Team Building & Leadership

Builds high-performing, cross-functional finance teams by setting clear priorities, coaching emerging leaders, and instilling accountability and continuous improvement.

Treasury Management

Optimizes liquidity and risk through disciplined cash forecasting, working-capital programs, debt strategy, and strong banking relationships to safeguard and deploy capital effectively.

Planning & Analysis

Drives FP&A excellence by turning data into insight—owning budgets, rolling forecasts, and KPI dashboards that inform strategy and accelerate profitable growth.

BEFORE GROWTH OPERATORS
  • Daxtra Technologies
    • CFO
  • Malk Partners
    • CFO
  • PandoLogic
    • VP Finance
  • r4 Technologies
    • CFO
  • The Economist
    • VP Finance & Operations
  • Thomson Reuters
    • VP Finance
ALMA MATER
  • New York University
    • MBA - Finance & International Business
  • Northeastern University
    • Bachelor of Arts Political Science & Economics
Something You Should Know
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I tend to decompress on a large sheet of ice, chasing a puck around. Adult rec league hockey keeps me well-balanced.

Dan is a finance and operations executive with over 20 years of experience in leading tech and SaaS companies. He has a broad range of domestic and international experience and is known for driving organic and acquisition growth. Dan began his career in large multinational corporations, holding a range of finance positions that included mergers & acquisitions, corporate planning, commercial finance, and strategy, among others. More recently, he has led finance in smaller high-growth companies. Dan provides needed leadership to companies in transition and develops high-performing finance teams.

STRENGTHS

  • Value Creation Analytics
  • Skilled in conveying information clearly and effectively, ensuring understanding across diverse audiences.
  • Collaborative
  • Leadership
  • Problem Solver
  • Strategic Business Partner
I thrive in partnering with leadership teams at smaller companies, driven by a focus on value creation and execution. At Growth Operators, I get to experience the upside of working with our clients alongside great folks who share a similar passion.

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