Matt Morris is managing partner and practice leader of Baker Tilly’s forensic, litigation and valuation services practice.
Matt Morris is hardwired for analytics and finance. A passion for numbers, problem solving and discovering patterns became a solid foundation for Matt’s career in corporate finance and valuation.
Matt specializes in the practical application of financial, economic and valuation principles to solve a variety of challenges for clients. Integrating investigative accounting and economic forecasting, Matt helps create certainty in uncertain business situations, most notably:
- Merger and acquisition (M&A) advisory (buy- and sell-side) services
- Fairness opinions
- Financial strategy and brand management
- Predictive customer analytics
- Valuation of securities and assets
- Commercial litigation support
- Financial and commercial due diligence
A veteran investment banker, Matt has advised and consulted with corporate clients and shareholders in transactions on more than two dozen transactions with an aggregate value in excess of $2 billion.
Matt previously served as an adjunct faculty member at the University of Dallas, Graduate School of Management, where he taught international finance.
- Performing valuations for multiple oil and gas exploration and production companies with onshore properties in Texas, Montana, North Dakota, Louisiana, Oklahoma, Mississippi, Kansas and New Mexico and deep-water offshore properties in the Gulf of Mexico. Each engagement involved multiple locations and was valued in excess of U.S. $1.5 billion
- Performing a valuation of a U.S. $4.2 billion master limited partnership with retail and wholesale propane operations, marketing and distribution business, including natural gas and liquefied petroleum storage, natural gas liquids and solution‐mining and salt production
- Conducting a purchase price allocation of a U.S. $55 million wholesale distributor of tobacco products for financial reporting purposes under FAS 141/ASC 805, with intangible assets that included noncompete agreements, customer relationships, assembled workforce, and trademarks and trade names
- Rendering a fairness opinion for the board of directors of a private, not-for-profit foundation for purposes of selling U.S. $10 million of stock in a related operating company
- Valuing a patent portfolio and knowledge associated with the design and manufacture of environmentally friendly composite materials for purposes of collateral evaluation for a federal loan guarantee
- Valuing the equity of a multilevel direct sales organization engaged in the retail sale of jewelry. The purpose of the engagement was income tax reporting of the value of equity donated to and repurchased from, a not-for-profit organization
- Providing services in conjunction with litigation concerning the acquisition of a leading provider of technologically advanced rigid, multilayer printed circuit boards used in the design and development of complex electronic applications
- Matt has provided litigation support and expert witness testimony in federal, state and local jurisdictions nationwide in cases involving merger-related litigation, business valuation, patent infringement, fraud and lost compensation. He is frequently called on as a valuation and damages expert for both plaintiffs and defendants and serves as club advisor to several Major League Baseball teams in salary arbitration proceedings
- CFA Institute and CFA Society of Dallas Ft. Worth, member
- Licensing Executives Society, past chair of D/FW Chapter, member
- Institute for Study of Business Markets (ISBM), member
- Association for Corporate Growth, member
- Patent Rules Task Force, North District of Texas, past advisory committee member
- “Selling Brand to your CFO,” presented at the ISBM Big Talk Conference, October 2016
- “From Wall Street to Main Street: Valuation Implications of Eliminating Interest Deductibility,” webinar and whitepaper presentation for the Association of Corporate Growth (ACG), June 2016
- “Unintended Consequences of Slashing the Interest Deduction,” Law360, June 2016
- “The Danger to Valuation of Eliminating Corporate Interest Deductibility,” ACG’s Middle Market Growth, January 2016
- “Predictive Customer Analytics for Portfolio Companies – A Boost for Fund Economics,” ACG’s Middle Market Growth Weekly, April 2014
- Chartered Financial Analyst, Charterholder
- Certified Licensing Professional
Location
Education
Master of International Management
Schiller University
(Heidelberg, Germany)
Master of Science in finance
University of Strathclyde
(Glasgow, Scotland)
Bachelor of Arts in history
University of Dallas
