Michael Morris is a Director of Business Development, specializing in accounting, tax, and consulting services across a broad range of industries including financial services, real estate, technology, and family offices.
Mike is a seasoned executive with more than 30 years of experience in investment and development strategies, markets and competitive trends analysis and planning, acquisition, divestiture and joint venture analysis and planning; domestic and international business negotiations; management leadership and mentoring; and relationship management and team building.
Prior to joining the firm, Mike served in leadership positions for a number of private equity and investment bank entities, as well as helping FedEx build its platform for 22 years. In addition, Mike co-founded Balboa Funds, a private equity real estate investment group.
- Real Estate
- Family Office Services
- Financial Services
- Private Equity & Hedge Funds
- Fund Administration
- Business Consulting Services
Credentials & Education
- University of Wisconsin-Stout
- Urban Land Institute
- Business Forum International
- National Association of Industrial & Office Properties
- Real Estate Investment Advisory Council
- Dixie Children’s Fund