Not licensed in North Carolina; licensed in New York only
David Morris draws from a deep well of experience as an attorney, M&A strategic advisor, commercial banker, educator, entrepreneur/founder, and investor. In his role at the Forrest Firm, Mr. Morris focuses on commercial transactions/banking work, private equity, mergers and acquisitions, and general corporate matters. In addition to his corporate practice, David also practices in the areas of estate/succession planning and commercial real estate.
David Morris began his career as a commercial banker at a predecessor firm of JP Morgan Chase providing business development assistance and financial analyses to senior real estate and private equity bankers. He subsequently worked as an assistant vice president for Regions Bank, supervising a team responsible for underwriting corporate banking loans for a four-state territory.
Mr. Morris later joined the global investment bank, UBS Warburg, where he assisted multinational clients in analyzing, structuring, and executing mergers and acquisitions from the firm’s New York and Tokyo offices. He spent 10 years as managing director and general counsel at Oracle Capital Partners, a Midwest-based private equity firm. At OCP, he targeted companies operating in the manufacturing, commercial services, technology, and healthcare sectors.
A seasoned legal and business educator, David has developed course content and taught at Duke University, North Carolina Central University and Tulane University on topics related to mergers and acquisitions and corporate finance. He is also a co-founder of the consignment technology firm, äLuxuRē.
Mr. Morris holds a Bachelor of Arts degree in economics and political science from Duke University, as well as a Master of Business Administration degree from Tulane University’s A.B. Freeman School of Business. He earned his Juris Doctor degree, with concentrations in commercial transactions and corporate reorganization, from the Duke University School of Law, where he served as a teaching assistant for the Corporate Restructuring and Corporate Finance courses.
David Morris is a member of the North Carolina Bar Association’s Business Law section and is admitted to practice law in New York (not currently licensed in North Carolina).
Recognitions and Civic Activities
♦ Board Chair, LIFE Skills Foundation
♦ Finance Chair, Duke Student Publishing Company
♦ Finance and Investment Committee, Triangle Land Conservancy
♦ Durham Scholarship Chair & SAT Lead Instructor, Phi Beta Sigma Fraternity, Inc.
♦ Ambassador, Boys & Girls Club of Durham and Orange Counties
♦ Duke Alumni Admissions Committee
♦ Sigma Pi Phi (Alpha Tau Boulé)
♦ Admitted to the New York State Bar
♦ Not licensed in North Carolina
♦ Bank financing and purchase of PA consumer products manufacturing firm.
♦ Global corporate restructuring for information and technology services company.
♦ Construction-to-permanent loan financing for country club renovation.
♦ Formation of North Carolina-based hedge fun.
♦ Regulation CF equity raise for nutrition supplements supplier.
♦ Purchase of digital media strategy and production firm.
♦ Bank financing and purchase of healthcare services provider.
♦ Equity and debt financing for multi-million dollar self storage facility.
♦ Sale of nutrition analysis company to European-headquartered laboratory services contractor.
♦ Initial and follow-on convertible note financings for social media firm.
♦ Project financings for renewable energy projects in the biofuel and solar sectors.
♦ How to Launch and Grow Your Business, Innovate Your Cool (April 2017)
♦ Estate Planning and Dementia, Alzheimer’s Conference: Educating Caregivers, Family Members, and the Community, (March 2017)
♦ Articulating Your Valuation Proposition to Investors, Google for Entrepreneurs Exchange (October 2016)
♦ Overview of M&A Trends and Joint Ventures, VACO Continuing Professional Education Series (October 2016)
♦ Equity Crowdfunding, Mastering your Money Radio Show with Ed Fulbright (September 2016)
♦ Financing Innovation and Entrepreneurship, Council for Development (September 2016)
Education (David E. Morris)
♦ J.D., Duke University School of Law
♦ MBA, A.B. Freeman School of Business, Tulane University
♦ B.A., Economics and Political Science, Duke University