- AdvisorySell-side M&AMost of the price is set before a buyer sees the book.Buy-side M&AAcquisitions built on discipline, not deal fever.Special situationsWhen the situation is the problem, process is the answer.Debt advisoryA financing is decided before the first lender call.Equity capitalEquity is the most expensive capital you will raise.DivestituresSelling a piece is harder than selling the whole.MethodThe nine phases and ten workstreams.
- Investments
- Growth Consulting
For the capital decisions you only make once.
MORR Capital advises founders, families, and sponsors on sales, acquisitions, debt, equity, divestitures, and special situations. We put our own capital into businesses we understand, and we do the operating work that decides what they are worth.
Advisory built on ownership.
Six mandate types, plus the growth work behind them. We operate companies as well as advise on them, which is the difference between judgment and a template.
Most banks meet a company at the transaction. We meet it years earlier.
The work before the work.
The value of a business is mostly decided in the quarters before a banker is hired. That work is a practice of its own, available to owners and sponsors we hold no position in.
What it covers
Five bodies of work, scoped against what we find rather than against what was asked for.
- Revenue systems the company owns rather than rents
- A sales process that survives the founder’s absence
- Reporting a lender or a buyer can read without translation
- Leadership that carries the decisions the owner used to carry
- Exit readiness, run as a programme with dates
Why it sits here
MORR operates companies every day. The work that moves a business between entry and exit is work we already do — unbundled, and available on engagement.
- Delivered by the teams that run MORR’s own accounts
- Measured against baselines set on day one
- No requirement to transact with us, ever
- We say plainly when an engagement is not one we would take
We buy to build.
Direct positions, control and significant minority, taken deal by deal in businesses we understand. We invest to grow a business and drive it to a return. No fund clock, no sitting on assets.
The process is written down.
Two frameworks govern how a mandate runs. Both are applied the same way on every engagement and revised as market practice moves. The structure is public; the negotiating judgment inside it stays with the deal team.
The nine phases
The arc a live mandate runs, from the letter that appoints us to the obligations that outlast the wire. The same nine apply to a sale, a raise, and a refinancing.
- Engagement and terms
- Kickoff and working group
- Preparation
- Marketing and indications
- … and five more
The ten workstreams
The coverage checklist diligence runs against in either direction: scored for readiness before a room opens, and owned line by line once it does.
- Financial
- Commercial
- Legal
- Tax
- … and six more
Whether this is the year is a conversation.
Not every business should transact, and not every year is the right one. We will tell you which this is before there is a mandate to sign.
MORR Capital is a division of MORR Group. Nothing on this page is an offer to sell or a solicitation of an offer to buy any security, nor is it investment, legal, tax, or accounting advice. No communication through this page creates an advisory or fiduciary relationship.
MORR Group is not a registered broker-dealer, investment adviser, or municipal advisor, and is not a member of FINRA or SIPC. Engagements are accepted only where permitted by applicable law, including under the exemption for M&A brokers at Section 15(b)(13) of the Securities Exchange Act of 1934 and applicable state law. Where a mandate would require registration we do not accept it, or we engage a registered broker-dealer to conduct the regulated activity.
Any direct investments described are made with MORR’s own capital and are not offered to outside investors. Past performance of any business, transaction, or investment is not indicative of future results.
Descriptions of process, phases, and workstreams are general information about how engagements are typically run. They are not tailored to any recipient’s circumstances and should not be relied upon as the basis for any decision. No representation is made that any transaction, financing, or mandate will be completed, completed on any particular timeline, or completed on any particular terms. Any statements about future events or expected outcomes are forward-looking and subject to risks and uncertainties outside our control.
Content on this page is provided as of the date published, may not be current, and is subject to change without notice. Third-party names, marks, and logos are the property of their respective owners, and their appearance does not imply any endorsement, partnership, or affiliation. Nothing here creates any obligation on MORR Group to provide services.