Morgan serves as a Managing Director and leads the firm's AgTech and Sustainable Foods focus in the US across Capital Raises and M&A transactions. Also, he has significant experience advising mid-market companies in the Health and Wellness, Food and Beverage and Direct-To-Consumer sectors, as well as specialty retailers and multi-unit service providers. Prior to joining us in 2017, Morgan was a Managing Director in the Consumer Investment Banking Group at Raymond James Financial. He has also worked at Adams Harkness Inc. (acquired by Canaccord Capital in 2006), SunTrust Robinson Humphrey, Tucker Anthony and CS First Boston. Morgan is a graduate of Harvard College.
Selected Transactions
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Onyx Enterprises
Financial Advisor to Onyx Enterprises on its business combination with Legacy Acquisition Corp.
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US$67m
Laird Superfood
Lead-Left Bookrunner (IPO)
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Deutsche Beverage Technology
Financial Advisor on sale to The Middleby Corporation
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US$104m
The Lovesac Company
Joint Bookrunner (Follow-on Offering)
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N/a
Sherrill
Exclusive Financial Advisor on its sale to Platte River Equity
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US$5m
NeuroMetrix
Advisor on NeuroMetrix's Strategic Collaboration with GSK
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US$259m
Canada Goose Holdings
Co-Manager (Follow-on)
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US$100m
SunOpta
Co-Manager (Follow-on)
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US$53m
Inventure Foods, Inc. September 2014
Lead Manager