Bio

Chad Morgan joined MidCap Advisors, LLC (MidCap) in 2020 as Vice President. His responsibilities include buy-side due diligence consulting, merger & acquisition (M&A) advisory, financial management consulting, and valuation services. He also focuses on new business development and a variety of client services and insurance industry-related best practices. Throughout his career, Chad has prepared various equity, fixed income / debt, and derivative securities valuations, and he brings with him more than a decade of experience with financial advisory services and valuation opinions in connection with mergers, acquisitions, divestitures, recapitalizations and restructuring, as well as tax and financial reporting. Prior to joining MidCap, Chad was a Vice President and National Valuation Practice Leader with Marsh, Berry & Co., Inc. (MarshBerry). Additionally, he was previously a Vice President with Willis North America in their San Diego Executive Risks Practice and an Assistant Vice President with Marsh & McLennan in their San Diego FINPRO practice. Chad holds a bachelor’s degree in business administration, with a major in finance, from the University of Arizona. He also graduated from Creighton University with a master’s degree in security analysis and portfolio management.