Jake Morris joined Piedmont M&A Advisors as an associate in 2019 and has gained initial experience advising middle-market companies across several industries. He is responsible for performing industry and company research, creating financial models, and developing lender and investor materials. Jake has also worked for a boutique investment bank in Atlanta before joining Piedmont M&A Advisors. In addition, Jake had worked for Deloitte for three years in both New York City and Washington, D.C. There, he provided corporate financial consulting for Fortune 500 companies. He focused on strategy and operations to help companies increase their earnings.
Jake also performs business valuations for CapVal-American Business Appraisers for tax, litigation, financial reporting, and transaction purposes.
Jake is an admitted attorney in the State of New York. He received his JD/MBA with a focus in Finance as well as Business Law from the University of Georgia in 2018. He received his B.A. from Emory University in 2012.
In his free time, Jake enjoys Beltline walks with his dog Ryder, powerlifting, and cheering on the Dawgs.