Areas of Expertise
- Financial Modeling
- Investment Strategy
- Mergers & Acquisitions
- Marketing tech
Morgan brings over 25 years of finance experience in tech. He’s been a CFO, a venture capitalist, a corporate development executive, and an investment banker. Morgan has developed deep domain expertise in cloud-based software subscription models and their key financial and business metrics. He focuses his wealth of expertise on companies building SaaS businesses. His recent CFO clients have included Canvs. AI (SaaS data analytics), LegalPublish (SaaS marketing automation), PushSend (SaaS marketing and event communications) and AdvantEdge Analytics (SaaS fintech and data management).
Morgan began his business career at Alex Brown & Sons, executing public offerings and M&A transactions for leading companies in tech. He then worked at Volpe Brown Whelan, which took the first Internet company, Netcom Online, public in December 1994. Morgan also worked as VP of Corporate Development at E*Trade, where he managed and executed acquisitions, divestitures, and strategic investments and co-managed E*Trade’s direct investing venture capital group. He also co-managed the spin-out of E*Trade Ventures.
After E*Trade, Morgan became co-managing general partner of ArrowPath Venture Partners, an early-stage venture fund with $300 million under management. As a VC, he invested over $125 million in more than 25 companies. Two of Morgan’s investments, Equinix and Financial Engines, went public while a number have been acquired by companies such as Cisco, VMWare, Oracle, Dell-EMC, and Symantec.