Moneta
Dana Willmer serves as a Technology Associate at Moneta since August 2023 and has been the Founder of PartnerEconomics since September 2019, where extensive experience in cloud adoption for technology publishers and resellers has been developed. As Principal and Owner of Dana Willmer Consulting Inc. since August 2005, advisory services are provided in business strategy, valuations, and financial benchmarking, particularly in the software industry. Previous roles include Principal at CloudSpeed, Director of Global Benchmarking Services at 1ClickFactory, and Senior Consultant at Salesworks Systems Inc., where contributions have been made to Microsoft Dynamics Partner Academy publications. With a solid educational background including an MBA from Simon Fraser University, Dana has held leadership positions across multiple financial institutions, notably as Vice President at CUETS and Director at Coast Capital Savings.
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Moneta
Moneta is a boutique investment banking firm that specializes in advising growth stage companies through transformational changes including major transactions such as mergers and acquisitions, private placements, public offerings, obtaining debt, structure optimization, and other capital markets and divestiture / liquidity events. Additionally, and on a selective basis, we support pre-cash-flow companies fulfill project finance needs. Moneta is proud to be a female-founded and led investment banking advisory firm. Our partners bring decades of experience across a wide variety of sectors which enables us to deliver exceptional results for our clients in realizing their capital markets and strategic goals. Our partners are supported by a team of some of Canada’s most qualified associates, analysts, and admin personnel.