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Rodney Morris

Managing Partner

Atlanta, United States

$1,000/day

Rodney Morris has a background in finance, business and technology with extensive experience growing businesses and investing. He has held roles in venture capital, private equity, finance/banking, strategy and management consulting. Skilled in Mergers & Acquisitions, Corporate Strategy, Venture and Private Equity investing. I am currently the Managing Partner of LM Consulting. I assist technology startups, companies and investors with market research, strategy, due diligence, and M&A Advisory.

Domain experience

Relevant Total Experience: 5 years

Seniority Level: Manager

Sector Experience: 

Media and Entertainment Technology Hardware and Equipment

Skills

Skilled in: Portfolio Services & Add-on M&A

Technical Skills: Salesforce, SQL, Microsoft Excel, PowerPoint, Microsoft Office

Languages: English

Work Experience

LM Consulting

Managing Partner

01/11/2021

 

- Now

• Advise media companies, investors, technology startups, C-suite executives, and talent on M&A, Private Equity, Market Research, and Strategy. • Conducted buy-side due diligence to evaluate a $25M Private Equity Sports Academy transaction. Diligence included: market sizing, competitive analysis, investment pros/cons, financial analysis, industry research, summarized findings in a presentation. • Partnered with UK media company Financial Times to expand their new business unit into the US market by developing a growth strategy and implementing it resulting in closing 2 deals. • Established market entry strategy for a sports company incubating an auction vertical, including market segmentation, competitive landscape analysis, and go-to-market plan; the company is in the process of launching with the recommended strategy. • Performed financial analysis and built financial models prelaunch for A-Frame Brands’ Products: Naomi Osaka’s skincare brand Kinlo & Dwayne Wade/Gabrielle Union’s baby-care brand Proudly leading to successful retail launches with a strategic plan and financial roadmap. • Directed Pay-Lay Sports & Entertainment (Sports Agency) beyond the game initiatives by sourcing and securing sports marketing and brand partnerships deals and sourcing and evaluating venture capital and equity endorsement deals. • Worked with a Lower Middle Market Consumer-focused PE firm to bolster their pipeline. Sourced and qualified 200 deals in two months leading to 3 LOIs; managed their CRM in Hubspot by updating status of each deal. • Partnered with a $1B+ Consumer focused holding company to source & acquire e-commerce businesses.

Confidential, Family Offices

Private Equity/Growth Equity Associate

01/07/2021

 

- 01/10/2021

• Completed market research & financial analysis for multi-million-dollar digital media publication M&A target. • Conducted due diligence for growth equity investments and M&A deals. • Created financial models, presentation decks, flowcharts, and performance indicators for investments and M&A opportunities. • Researched recent M&A, growth equity, Private Equity transactions, and macro trends. • Completed industry deep dives & developed reports to find new opportunities for growth equity investments and M&A targets in Web3, gaming, music and media. • Constructed research reports on M&A targets and growth equity investments in Web3, media, and music leading to final investment decisions.

Valor Ventures

Associate

01/01/2020

 

- 01/06/2021

Sourced and evaluated investment opportunities by screening/meeting founders and assessing markets/companies to identify compelling businesses and founders for a $25M seed-stage VC firm. • Conducted Due Diligence for Vital4 investment and other potential investment opportunities by completing market analysis, competitive analysis, valuation comps, risk analysis, and financial analysis. • Managed pipeline CRM of 500+ startups, updating status, tracking, and metrics of founder conversations and engagements. • Completed back office work for the firm in Carta and Kobalt; portfolio company valuations, stock options, and metrics. • Created investment memos, presentations, fundraising documents, and venture capital research reports.. • Worked with portfolio company founding teams on cross-functional projects including growth strategy, business development, and follow-on capital raising. (TGS, Capway, LeaseQuery, Physician 360) • Sourced Startups for Startup Runway cohorts 8-10, the largest pitch event in the Southeast for underrepresented founders, including FilmConnx, the 10th cohort award winner. • Interviewed top investors, entrepreneurs, and ecosystem builders on the Atlanta Startup Podcast to build the firm’s network and brand. • Conducted market research and explored new investment themes to take advantage of emerging venture capital investment trends.

Lionchase Holdings

Private Equity Analyst

1/1/2017

 

- 01/05/2017

• Conducted market research and due diligence for technology, manufacturing, and energy industries, identifying market trends for a private equity firm that generates up to $50M in annual revenue. • Created a new business strategy for a portfolio company, identified potential investors, and created leads to 4 technology partners. • Developed detailed company valuation and financial models including comparable company analysis, financial forecasts, and DCF. • Led a team of 3 analysts to create reports summarizing trends and drivers of various industries within the M&A market. • Drafted proposals and pitch decks for senior management and analyzed/drafted business plans that were used to improve the firm's core investment strategy.

Federal Reserve Bank of Atlanta

Lead Financial Statistics and Structure Analysis Analyst

01/03/2014

 

- 01/08/2015

• Spearheaded client-facing workstream with the bank Board of Directors, C-Suite stakeholders, and the research office to utilize financial and statistical analysis of large economic datasets across 3+ states for economic policy decisions by the Federal Open Market Committee & Board of Governors. • Led a team of 2 analysts to complete 250+ project reports, meeting 100% of deadlines for the first time in the organization’s program. • Synthesized 250+ pages of economic, market data, and financial models of institutional valuations into a composite analysis of the regional economy, which was used in the Fed's monetary policy report for the economy. • Constructed internship improvement workstream by conducting primary research; drafted and presented a pitch deck to internal senior stakeholders to recommend creative solutions the organization implemented to improve future intern’s performance, education programs, and training.

The Chosen Cirlce

Management Consultant

1/6/2016

 

- 1/1/2017

• Performed research and analysis of business and market trends to implement innovative business strategies and create new business opportunities for boutique media and entertainment strategy consultancy. • Drafted and submitted marketing plans, presentation materials, press kits, and advertising proposals to stakeholders at media companies such as Champs, Martell, Red Bull, and Adidas for client sponsorships.

Education

Morehouse

Finance

01/05/2012

 

- 01/08/2016

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