Bill C. Morris Biography

Bill’s career started after he was recruited by Exxon Corporation after he received his MBA in International Business and his undergraduate degree in Finance from Boston College. He was then recruited by Kidder Peabody an Investment Bank on Wall Street to become the firm’s International Controller (at the age of 30) where he headed all financial and operational activity in London Paris Geneva Zurich Hong Kong and Tokyo.
His International skills were then utilized by another Wall Street firm Shearson Lehman Brothers where he spent a great deal of time in London dealing with SEAQ (Stock Exchange Automated Quote) and in Tokyo with the MOF (Ministry of Finance).
Bill then expanded his skill base with his involvement in Middle Market M&A where he became a recognized speaker on Middle Market issues. He headed up all East coast M&A activity for Geneva Capital Markets later acquired by Citigroup in New York. Bill had a dozen Managing Directors reporting to him and was involved in over 1000 valuations and over 100 closed transactions. During this time he personally consulted with over 600 CEO’s of Middle Market companies.

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