B.A., B.S., University of St. ÌÇÐÄvlog¹ÙÍø
MBA, University of Chicago
Ph.D., Union Institute & University
Dr. Morrissette teaches Finance and Strategy at University of St. ÌÇÐÄvlog¹ÙÍø as well as Merger & Acquisition Strategy at University of Chicago Booth School of Business.Ìý His expertise and research areas include: Strategic Planning, Entrepreneurial Finance, Exit Planning, Mergers and Acquisitions, and Merger Integration.Ìý He has numerous publications including “A Framework for Validating an M&A Deal Investment Thesisâ€� in the Journal of Accountancy and Finance.Ìý As Managing Director of Providence Advisors, he has extensive consulting experience in strategic planning and M&A.Ìý He works extensively with large private, family-owned businesses. He raised over $100 million in equity as the founding CEO of a new bank group headquartered in Illinois.Ìý His M&A experience ranges from private company deals with values of $25-500 million and integration roles on billion-dollar transactions.Ìý He serves on several corporate and non-profit boards.Ìý He holds an MBA from the University of Chicago and a PhD in Finance.
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Educational Credentials
PhD, Entrepreneurial Finance, Union Institute & University, 2006
MBA, Finance and Strategy, University of Chicago, With Honors, 1990
BS, Management Information Systems, University of St. ÌÇÐÄvlog¹ÙÍø, Summa Cum Laude, 1986
BA, English Literature, University of St. ÌÇÐÄvlog¹ÙÍø, Magna Cum Laude, 1983
Teaching Areas
Research Interests
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Professional Affiliations
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Recent Publications:
Books:
Profiles and Investment Motivations of De Novo Bank Founding Investors. 2014. Berlin, Germany: Scholars Press. ISBN 978-639-71104-2
Recent Publications:
“The Current Microtrend Of Banks Buying Credit Unions�, CU Management Magazine, June 2019.
“New ‘Merger’ Option�, CU Management Magazine, March 2018, Vol 41. No 3, pp 34-35.
(Contributor) “Breaking New Ground:Ìý The Americas Alternative Finance Benchmarking Reportâ€�, Cambridge Judge Business School & University of Chicago Polsky Entrepreneurship Center, 2016.
(Contributor) “Mergers Not About Nerve�, CU Management Magazine, February 2016, Vol 39. No 2; pp 34-36.
“An Investor’s Guide to Search Funds�, co-authored with Shamus Hines, Journal of Private Equity, Summer 2015, Vol. 18, No. 3: pp. 21–40.
ÌýProfiles and Investment Motivations of De Novo Bank Founding Investors. 2014. Berlin, Germany: Scholars Press. ISBN 978-639-71104-2.
“Parallels between Consolidation of the Commercial Banking and Hospital Industries�, International Journal of Business and Social Science, 5 (9), August 2014.
“A Framework for Validating an M&A Deal Investment Thesis�, Transaction Advisors, 2 (3), May 2014. Named as “Top 10 Most Read� articles by Transaction Advisors in 2014.
“The Trustee’s Journey: A board chair reÂflects on the rewards and responsibilities of hospital governanceâ€�, American Hospital Association Trustee Magazine, May 2014.
Awards
Excellence in Teaching Award 2012, University of St. ÌÇÐÄvlog¹ÙÍø
Named one of “Trustee’s Most Popular Articlesâ€� for 2012 (5 articles were named) forÌý “Silver Cross Responds to ACO Wake-Up Callâ€�, American Hospital Association Trustee Magazine, April 2012.
Named in the list of “Most Cited Global Investment & Finance Articles� by Institutional Investor Journals for “A Profile of Angel Investors�, Journal of Private Equity, June 2007.
Distinguished Alumni Award 2011, University of St. ÌÇÐÄvlog¹ÙÍø