Steve Williams, Finance Expert in Calgary, Canada
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Steve Williams

Verified Expert  in Finance

Growth Expert

Location
Calgary, Canada
Toptal Member Since
June 24, 2022

Steve is a partner at Incentica Business Plans in Calgary. He is a business school graduate, Harvard-educated, and a certified exit planner and M&A advisor with 30 years of senior management and executive experience. Steve has written over 130 business plans, succession/exit plans, and strategy engagements for companies such as General Motors, adidas, Gtech/IGT, Mosaic Capital Partners, and Wajax.

Career Highlights

Partner
Incentica Business Plans
VP of Sales and Marketing
Avanti Software Inc.

Education Highlights

Certificate of Participation
Harvard Division of Continuing Education
Bachelor's Degree
University of New Brunswick

Certification Highlights

BEI Certified Exit Planner (CExP)
Business Enterprise Institute, Inc.
Certified Merger & Acquisition Advisor (CM&AA)
Alliance of Merger & Acquisition Advisors

Case Studies

Work Experience

Partner

2014 - PRESENT
Incentica Business Plans
  • Led the strategic planning process for a mid-sized company that resulted in greater market penetration.
  • Completed a business plan for a mid-sized company that resulted in incremental sustained growth.
  • Developed an exit strategy that resulted in a company's seamless transfer to multiple family members.
  • Created a pitch deck that resulted in the company closing a private investment less than two weeks after the first presentation.
Focus areas: Finance, Strategy, Exit Strategy, Succession Planning, Mergers & Acquisitions (M&A), Business Strategy, Fintech, Transformational Leadership, Business Transformation, Branding, Pitch Decks, Building & Construction, Business to Business (B2B), Fundraising, M&A Strategy, Market Sizing, Total Addressable Market (TAM), Price Positioning, Operations, Startups, Market Research & Analysis, Competitive Analysis, Market Research, Competitive Intelligence, Consulting, Digital Transformation, Operating Models, Go-to-market Strategy

VP of Sales and Marketing

2011 - 2014
Avanti Software Inc.
  • Managed and achieved a 200% growth in sales in Canada.
  • Boosted the average price per sale by 40% through client satisfaction research and competitor comparison.
  • Increased new leads by 200% year over year by overseeing the marketing process evolution to include customer relationship management and marketing automation.
Focus areas: Strategic Planning, Sales Management, Marketing, Sales Strategy, Software as a Service (SaaS), Branding, Product Branding, Business to Business (B2B), Software, Price Positioning, HR Tools, Competitive Analysis, Market Research, Competitive Intelligence, Digital Transformation, Go-to-market Strategy

VP of Product Management

2009 - 2010
Amaya Gaming
  • Streamlined the company by 50% by creating a product plan.
  • Boosted product differentiation and relevance by establishing a stage-gate/pragmatic marketing process.
  • Established an innovation and ideation process that led to new product development and patents.
Focus areas: Strategic Planning, Product Management, Partnerships, Program Management, Quality Assurance (QA), Customer Experience, Product Branding, Business to Business (B2B), Software, United States, Price Positioning, eCommerce, Competitive Analysis, Market Research, Competitive Intelligence, Digital Transformation, Go-to-market Strategy

Senior Director of Product Management and Business Development

1998 - 2009
GTECH
  • Grew the division from $20 million to $120 million as a key management team member.
  • Raised the product mix by 250% to meet increased customer demand and established product management in the company.
  • Led the team that successfully launched product operations into a new $6 billion market segment.
Focus areas: Strategic Planning, Product Management, Business Development, Market Opportunity Analysis, Marketing Research & Analysis, Customer Success, Customer Experience, Transformational Leadership, Product Branding, Pricing Consulting, Business to Business (B2B), Enterprise Software, Growth Strategy, Software, United States, Price Positioning, Business Models, Market Research & Analysis, Competitive Analysis, Market Research, Competitive Intelligence, Digital Transformation, Go-to-market Strategy
2014 - 2014

Certificate of Participation in Innovation and Strategy

Harvard Division of Continuing Education - Cambridge, Massachusetts

1990 - 1993

Bachelor's Degree in Business Administration

University of New Brunswick - Fredericton, Canada

OCTOBER 2020 - PRESENT

BEI Certified Exit Planner (CExP)

Business Enterprise Institute, Inc.

MARCH 2017 - PRESENT

Certified Merger & Acquisition Advisor (CM&AA)

Alliance of Merger & Acquisition Advisors

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