Brett Morris, Finance Expert in West Palm Beach, FL, United States
Brett Morris

Finance Expert in West Palm Beach, FL, United States

Member since November 29, 2017
A seasoned investment banker and venture capitalist, Brett has led contract negotiations, developed investment theses, and executed $1+ billion of M&A transactions and VC investments. His financial skills are underpinned by strong technical capabilities including cash flow modeling and business valuation. Brett freelances to help businesses of varying sizes and industries solve their strategic, financial, and operational challenges.
Brett is now available for hire

Career Highlights


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Industry Expertise

  • Consumer Products
  • Technology


  • Vice President

    2017 - PRESENT
    The Cline Group
    • Led commercial transactions including the sourcing, diligence, structuring, execution, and management of investments.
    • Managed strategic and non-operating financial activities of portfolio companies including capital deployment, capital structure, and critical contract negotiation.
    • Led a comprehensive $100 million debt financing process that included a variety of unique financing structures.
    • ­Negotiated two strategically significant take-or-pay contracts collectively valued at more than $1.5 billion.
    • Evaluated transactions across a broad range of industries including environmental services, railcar products and services, retail distribution, marine port assets and services.
    Focus areas: Mergers & Acquisitions (M&A), Three Statement Operating Model, LBO Modeling, DCF Valuation, Valuation Modeling, Debt Raises, Debt Structuring, Private Equity
  • Investment Associate

    2014 - 2017
    ClearSky Power & Technology Fund
    • Evaluated, executed, and monitored investments across the power and technology sectors as one of eight professionals responsible for investing capital.
    • Sourced and qualified new investment opportunities, performed due diligence on the business model, market potential, competitive position, technology, and management team, and authored the investment memoranda.
    • Built detailed financial and operating models to support investment decisions including valuation, deal structure, return sensitivity, and cash flow feasibility.
    • Developed sound investment cases and generated a consensus for investment committee discussions and approval.
    • Participated in the board of directors’ meetings and worked closely with senior management at six portfolio companies.
    • Completed over $65 million of investments across 10 new and follow-on financing rounds.
    • Evaluated transactions across the power and technology industries including drone equipment and services, cybersecurity software, and business services.
    Focus areas: Private Equity, Venture Capital, Convertible Debt, Equity Raises, Valuation Modeling, Mergers & Acquisitions (M&A), Capital Structure
  • Investment Banking Associate

    2012 - 2014
    Harris Williams & Co.
    • Led day-to-day execution of M&A transactions from the pitch process through closing by providing leadership and guidance to the firm’s analysts, and coordinating with senior bankers.
    • Worked extensively with client management teams to formulate and implement transaction strategies, develop compelling marketing materials, and create and present responses to complex diligence requests.
    • Served as the primary author on key transaction-related documents, including initial marketing strategies, selling memoranda, management presentations, and offer presentations.
    • Conducted extensive business, financial, and industry due diligence to develop a comprehensive assessment of investment merits and risks.
    • Created integrated financial and operating models for valuation, deal structure, and operating performance analysis.
    • Evaluated transactions across the consumer sector including consumer products, food and beverage manufacturing, pet products, and multi-unit restaurant and retail operators.
    Focus areas: Mergers & Acquisitions (M&A), Valuation Modeling, DCF Valuation, Comparable Company Analysis, Investment Banking, Debt Raises, Leveraged Buyout Model, Capital Structure
  • Equity Research Associate

    2007 - 2010
    FTN Equity Capital Markets
    • Managed the coverage of up to 130 companies as one of two associates supporting seven senior analysts.
    • Valued companies using a comparable company, comparable acquisition and discounted cash flow analysis; built and utilized financial projection and pro forma earnings models.
    • Drafted research reports and proposed buy, sell or hold recommendations by analyzing the company and industry trends and quantitatively forecasting relevant metrics.
    • Engaged C-level executives of coverage companies to discuss firm-specific events and industry developments during company visits with institutional clients and as part of regular quarterly interactions.
    Focus areas: Equity Research


  • Master of Business Administration (MBA) degree in Finance
    2010 - 2012
    Indiana University - Kelley School of Business - Indiana
  • Bachelor's degree in Business Administration
    2003 - 2007
    Rhodes College - Tennessee


  • Chartered Financial Analyst (CFA)
    CFA Institute

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