David Morris
Managing Director – Merger Integration and Carve-out Services – CohnReznick Advisory LLC
As a Managing Director in the Merger Integration and Carve-out Services practice, David Morris has more than two decades of leadership experience in mergers, integrations and separations, corporate restructuring, transaction due diligence, and synergy realization for both private equity and corporate clients. He specializes in leading clients through carve-outs and integrations from pre-deal operational diligence through Day 1 and the development and negotiation of Transitional Service Agreements (TSA), Target Operating Model design, as well as post close integration/separation support.
Experience and credentials
Leads clients through carve-outs and integrations from pre-deal operational and technology diligence through Day 1, including the development and negotiation of Transitional Service Agreements (TSA), Target Operating Model design, and post close integration/separation support.
Extensive experience supporting hundreds of transactions from $50MM to $10B in revenue on the buy-side and sell-side globally
Previously held M&A leadership positions at Big Four firms and multiple private equity focused financial advisory firms
Additional experience includes risk and portfolio management for a major commercial insurance company; bankruptcy restructuring for global airline; and senior secured credit due diligence and underwriting at a leading money center investment bank
Education
MBA, Finance, Strategy, and Entrepreneurship – The University of Chicago Booth School of Business
B.A., Economics and Asian Studies – Michigan State University
Receive CohnReznick insights and event invitations on topics relevant to your business and role.