David Morris is a seasoned tax attorney with extensive experience advising clients on a wide range of complex transactional tax matters. He provides strategic counsel to clients across various industries, offering tailored tax solutions that support business objectives and maximize deal value.
David leverages his comprehensive understanding of tax law and deal dynamics to navigate multifaceted transactions, focusing his practice on the tax aspects of domestic and cross-border mergers and acquisitions, as well as divestitures and recapitalizations, debt and equity financings, and internal restructurings.
Before joining Foley, David was a partner at a global law firm in its Salt Lake City office, where he played a key role advising clients on high-profile transactions. He also practiced for nearly a decade in the Palo Alto and Houston offices of an international law firm.
Representative Matters
David has advised a wide array of clients on tax matters related to a number of transactions, including:
- Rivet Health Inc., a leader in revenue cycle analytics, in its acquisition by leading health care technology solutions provider Zelis.
- A fully-owned 401(k)-management platform in its $33 million Series B funding.
- Private equity firm focused on mid-market technology companies in its investment in a roofing software company.
- Pet health company in acquisition of a UK-based pet supplement manufacturer*.
- Specialty managing general agency in sale of assets to insurance-focused holding company.*
- American alternative asset management firm in divestment of equity interest in vertically integrated gas and power company.*
- Leading global alternative investment firm in acquisition of payroll and professional services business.*
- Major alternative asset manager on acquisition of manufacturer specializing in critical components for the electrical utility industry.*
- Leading global alternative investment firm on sale of North American airport dining operator.*
- Premier private equity firm on minority investment in leading global sports and entertainment architectural and design firm.*
- Leading global alternative investment firm on the sale of a global HR benefits and consulting firm to global insurance brokerage, risk management, and consulting services firm.*
- Growth-stage investment firm on Series B investment for leading provider of Health Payment Accounts.*
- Private equity firm on Series B investment in male grooming company.*
- American talent and sports agency on partnership with privately held music publishing and talent management company.*
- Value stream management platform in sale to global leader in portfolio and work management.*
- Digital health company in major financing.*
- Private equity firm on acquisition of global manufacturer of heavy-duty forestry equipment.*
*Matters handled prior to joining Foley.