He brings more than 20 years of leadership experience in mergers, integrations and separations, corporate restructuring, transaction due diligence, supporting exit from Transitional Service Agreements and synergy realization.
Working in M&A integration and separation roles, Mr. Morris has helped his clients going through transformative acquisitions, divestitures and carve-outs to conduct pre-deal operational diligence as both a seller and a buyer, successfully define present state and future state operating models, develop transitional service (TSA) requirements and costs, negotiate TSA agreements between buyer and seller, and assist his clients with implementing best practice TSA management procedures and stand-up shared services capabilities.
Mr. Morris’s notable assignments include the pre-deal seller due diligence and readiness for an aerospace manufacturer preparing to divest a business unit, Integration management office (IMO) leadership and TSA development for a global medical devices acquisition with operations in 46 countries, the IMO Lead, Day 1 readiness, operating model redesign and synergy planning for a global travel and luggage company and the separation readiness and TSA development for a Japan-based life insurance carve-out of a global financial services company. Mr. Morris has worked with clients across various industries, including manufacturing, distribution, healthcare payer and provider, medical device, food service and financial services.
Prior to joining A&M, Mr. Morris’s career included leadership positions with KPMG’s M&A Strategy practice and Deloitte Consulting’s Integration, Divestiture and Restructuring practice. He also was a risk and portfolio manager for GE Commercial Insurance worked for the chief restructuring officer of United Airlines during their recent bankruptcy and spent more than five years at JPMorgan performing senior secured credit due and underwriting.
Mr. Morris earned a MBA in entrepreneurship and finance from the University of Chicago Booth School of Business.