Matthew R. Morris

Matthew R. Morris


Managing Partner

+1 (972) 505 3833

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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



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