Matthew R. MorrisCFA, CLP
Matt Morris is hardwired for analytics and finance. A passion for numbers, problem solving and discovering patterns became a solid foundation for Matt’s career in corporate finance and valuation.
Matt specializes in the practical application of financial, economic and valuation principles to solve a variety of challenges for Baker Tilly's clients. Integrating investigative accounting and economic forecasting, Matt helps create certainty in uncertain business situations, most notably:
- M&A advisory (buy- and sell-side) services
- Fairness opinions
- Financial strategy & brand management
- Predictive customer analytics
- Valuation of securities and assets
- Commercial litigation support
- Financial and non-financial due diligence
Matt leads the firm’s Corporate Practice Group, and he also serves as the Managing Director of the firm’s wholly owned broker-dealer subsidiary, RGL Advisors.
A veteran investment banker, Matt has advised and consulted with corporate clients and shareholders in transactions on more than two dozen transactions with an aggregate value in excess of $2 billion.
Matt previously served as an adjunct faculty member at the University of Dallas, Graduate School of Management, where he taught international finance.
Master of Science – Finance, University of Strathclyde, Glasgow, Scotland
Master of International Management, Schiller University, Heidelberg, Germany
Bachelor of Arts – History, University of Dallas, Irving, Texas
Chartered Financial Analyst, Charterholder
Certified Licensing Professional
Member, CFA Institute and CFA Society of Dallas Ft. Worth
Member, Licensing Executives Society, Past chair of D/FW Chapter
Member, Institute for Study of Business Markets (ISBM)
Member, Association for Corporate Growth
Member, American Finance Association
Past Advisory Committee Member, Patent Rules Task Force, N. District of TX
2018 – Present Baker Tilly, Dallas, Texas
2009 – 2018 RGL Forensics, Dallas, Texas
2005 – 2009 Fin Econ Partners
2000 – 2005 VALUE Incorporated
1997 – 2000 Business Valuation Services
Matt has provided litigation support and expert witness testimony in Federal, State and local jurisdictions nationwide in cases involving merger-related litigation, business valuation, patent infringement, fraud and lost compensation. He is frequently called on as a valuation and damages expert for both plaintiffs and defendants and also serves as club advisor to several Major League Baseball teams in salary arbitration proceedings.