David Morris Photo

David E. Morris*

Partner

*Not admitted in North Carolina

Overview

David brings a wealth of experience to his corporate law practice, including prior roles as a M&A investment banker, commercial lender, educator, entrepreneur, and investor. He represents start-ups, nonprofits, and major corporations in a range of transactional matters including mergers and acquisitions, debt and equity financings, private equity and venture capital fund formations, commercial transactions, nonprofit entity formations, business succession planning, and general corporate matters.

David began his career as a commercial banker at a predecessor firm of JP Morgan Chase, providing market and financial analyses to senior real estate and private equity bankers. He subsequently worked as a banking officer at Hibernia National Bank, and as an assistant vice president for AmSouth Bank, where he supervised a team responsible for underwriting corporate business banking loans for a four-state territory.

After graduating from law school, David joined UBS Investment Bank where he assisted multinational clients in analyzing, structuring, and executing M&A transactions from the firm’s New York and Tokyo offices. He then spent a decade as a managing director and general counsel at Oracle Capital Partners, a Midwest-based private equity firm. At OCP, David provided guidance on the firm’s investments in companies operating in the manufacturing, commercial services, technology, and healthcare sectors. Most recently, David practiced law with the Forrest Firm, where he served as Managing Attorney of the firm’s Durham office.

A seasoned legal and business educator, David has taught at Duke University, North Carolina Central University, and Tulane University on topics related to mergers and acquisitions and corporate finance. He previously served as the Assistant Director and Senior Research Fellow for the Duke Global Capital Markets Center, a joint research center of the Fuqua School of Business and Duke Law School.

Experience

David’s recent representations include the following:

Fund Formation and Related Matters

  • Advised general partners on the formation of alternative investment vehicles (mezzanine, private equity, venture capital, and social impact funds) and their portfolio company investments.
  • Represented limited partners investing in a $2 billion energy and financial services private equity fund, a $870 million healthcare and educational services investment fund, and a $50 million growth capital fund.
  • Advised alternative investments fund manager in its $6.8 million debt financing for the buyout of a former member’s equity stake and to fund working capital needs
  • Formation of qualified opportunity zone funds and acquisition of qualified opportunity zone real property.

Mergers, Acquisitions, and Divestitures

  • Represented senior management in acquisition creating investment advisory firm with assets with $10 billion under management.
  • Sale of nutrition analysis company to publicly traded European laboratory services contractor.
  • Global corporate restructuring of information and technology services company.
  • Purchase of PA consumer products manufacturing business and related bank financing.
  • Sale of the largest e-sports tutoring platform to NASDAQ-listed acquirer.

Financings

  • $20 million venture debt financing and $1.5 million stock redemption for broadband internet provider.
  • Represented developer and private equity sponsor in financing of $7.4 million self-storage project ($2.4 million equity raise and $5 million USDA-guaranteed bank loan)
  • Advised university syndicate’s Series A Preferred Equity Financing Round for consumer products company.
  • Equity and debt financing for the purchase of premier event venue in western North Carolina.

Honors & Recognitions

  • The National Black Lawyers Top 100, 2020 and 2021
  • First Place, James A. "Billboard" Jackson National Entrepreneurial Development Pitch Contest, 2016
  • Top 50 Executives under 50, Diversity MBA Magazine
  • 40 Under 40, Crain’s Detroit Business
  • Top 40 under 40 Achievement Award, The Network Journal

Professional Activities

  • Member, North Carolina Bar Association, Business Law Section
  • Member, National Bar Association, Corporate Law Section
  • Member, Association for Corporate Growth 
  • Alumnus, Venture Capital Institute

Education

Bar Admission

Community Involvement

  • Board Member, Triangle Land Conservancy
    • Member, Finance Committee
  • Board Member, First Tee of the Triangle
  • Past Treasurer, Phi Beta Sigma Fraternity, Inc.
    • Board Member, McNair-Harris Crescent Foundation
  • Member, Sigma Pi Phi Fraternity, Southeast Region Social Action Committee (NC State Representative)
  • Group Leader, Bible Study Fellowship

Education

Bar Admission

Community Involvement

  • Board Member, Triangle Land Conservancy
    • Member, Finance Committee
  • Board Member, First Tee of the Triangle
  • Past Treasurer, Phi Beta Sigma Fraternity, Inc.
    • Board Member, McNair-Harris Crescent Foundation
  • Member, Sigma Pi Phi Fraternity, Southeast Region Social Action Committee (NC State Representative)
  • Group Leader, Bible Study Fellowship
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