David Morris
Partner - Fund Formation, Venture & M&A Attorney | Strategic Advisor | Angel Investor | Board Member
- Role
- Partner and Corporate Attorney at Michael Best
- Location
- Durham, NC, US
- LinkedIn followers
- 500 followers
About David Morris
Accomplished legal and financial professional with direct experience on advising on venture capital, private equity, and family offices on fund formation/capital deployment and providing M&A advisory services and investing in companies across the business life cycle – from early-stage ventures to mature enterprises. Able to simultaneously lead and manage multiple projects; strategically analyze complex issues; and evaluate and develop effective recommendations and action plans.Direct experience working with companies in the Technology, Retail, Manufacturing, Healthcare, Commercial Services, Hospitality, and Real Estate sectors.Expertise includes: Mergers and Acquisitions; Joint Ventures and Strategic Alliances; Entrepreneurship & Entrepreneurial Finance; Private Equity and Venture Capital Financing; Venture Debt Transactions; Business Formation and Corporate Governance; Negotiations and Mediation; Strategic Planning and Business Development; Corporate Finance and Restructuring; Financial and Legal Due Diligence; Investment Banking, Capital Markets and Valuation; Sales/Leaseback Transactions; and Generational Transfers/Succession Planning.
Experience
Partner and Corporate Attorney
Jan 2022 — Present · Raleigh-Durham-Chapel Hill, NC, US
As a Partner in the Venture Best® group, I provide sophisticated legal counsel to early stage & growth companies, venture capital & private equity sponsors, family offices, and investors. My practice focuses on advising clients on: fund formation and capital deployment; M&A and other strategic transactions; and private placements and VC & PE financing transactions. Representative transactions include: • $200M AI-focused private equity fund.• $150M Healthcare focused private equity fund.• $125M Ag-Tech fund; negotiated commitments from state treasurer\'s office & public-private entity.• Oversubscribed $60M property & casualty insurance investment fund.• $50M sports tech and innovation fund.• $50M healthcare and life sciences fund.• Formation of impact funds that received US Treasury-backed SSBCI investment.• Advise family offices on entity formations, fund investments, and direct investments.• Represented multi-billion trust in its direct investment in distribution logistics company and PE Fund. & • Sale of managed IT and cybersecurity company to PE-backed strategic acquirer.• Sale of client\'s broadband infrastructure assets to PE-backed strategic acquirer. • Sale of technology-led employee consulting firm to PE-backed platform company.• Prepared $125M healthcare services firm for investment bank-led sell-side auction.• Restructured $21M lawn services company, including management purchase option. • $60M in venture debt financing for fiber-to-the-home network provider. • $11.5M senior & subordinated debt refinancing for PE client\'s self-storage project.• $10M venture debt financing for healthcare technology platform.• $2M series seed equity Investment & secondary stock purchase in EdTech platform.
Education
Duke University School of Law
Juris Doctor (J.D.), Commercial Transactions & Corporate Reorganization
Tulane University - A.B. Freeman School of Business
Master of Business Administration - MBA, General Management & Finance
Duke University
A.B., Economics & Political Science
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