Investor
Greater San Diego Area
- Current
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- Vice Chairman of Boatshed San Diego at Boatshed.com
- Vice Chairman at Catalina Capital Partners Inc.
- Vice Chairman at Ideal4Investors
- Special Partner at Red Hook Capital
- Board of Directors San Diego at FENG
- Past
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- Managing Director at Pierce Financial Corp
- Analyst at Jupiter Communications
- Vice President at HSBC
- Director at Lockheed Martin
- Senior Manager at MCI Communications
- Owner at M.E. (Self-employed)
- Intern at Bell Atlantic
- Intern at J.J.M.A.
- Manager at Daily Press
- Education
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- George Washington University
- Hampden-Sydney College
- Recommended
-
5 people have recommended JD - Connections
-
500+
connections
- Industry
- Venture Capital & Private Equity
- Websites
JD Morris’s Summary
CONTACT:
E-mail: jdm.private@RedHookCapital.com
Phone: (619) 994-8293
J David Morris (JD) focus on $5 million EBITA plus buyouts for 2q2007 as well as raising a new hedge fund for LBOs (real estate to high tech). He is a General Partner of Red Hook Capitaland acting President of Catalina Capital Partners Inc. He has also served in leadership roles in strategy, corporate and business development for Lockheed Martin, MCI Corp., and other companies where he played key roles in the creation and development of several new ventures. JD's investment banking background as Vice President at HSBC to Managing Director of Pierce Financial Corp. has resulted in successful billion to million deals. He has also served as an industry analyst for the leading Internet research company, Jupiter Communications. JD advised clients, start-ups to Fortune 100 companies, on business strategy, mergers and acquisitions, revenue models, and future growth opportunities. He has been a speaker at various industry forums, has been quoted in numerous leading publications, such as the Wall Street Journal, and has made several appearances on CNET to CNBC.
JD been a board of advisory and board of directors to such companies as Arielway Inc., Bulwark Technologies, Counterpart Publishing, Globeam Corp., Ferro.net SA, Pierce Financial Corp., and other ventures. He received a B.A. in economics with mathematics from Hampden-Sydney College in Virginia and a M.S. in operations research from the George Washington University in Washington, D.C.
JD Morris’s Specialties:
Buyouts ($5 million plus EBITDA),
LBO ( Leverage Buy Out ),
MBO ( Management Buy Out ),
Hedge Fund,
M&A,
Deal Source,
Board of Advisors,
Board of Directors,
Real Estate,
JD Morris’s Experience
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Vice Chairman of Boatshed San Diego
Boatshed.com
(Maritime industry)
August 2008 — Present (3 months)
Boatshed San Diego is part of a family of yacht broker companies under Boatshed.com with 70 plus and growing offices globally.
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Vice Chairman
Catalina Capital Partners Inc.
(Privately Held; 11-50 employees; Financial Services industry)
March 2006 — Present (2 years 8 months)
Catalina Capital Partners Inc. is a spin-off of Red Hook Capital LLP that will become a holding company for acquisitions. Catalina was incorporated in 2006 to focus on identifying complex and under-valued situations where Catalina can execute a clear strategy to unlock hidden value.
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Vice Chairman
Ideal4Investors
(Privately Held; 1-10 employees; Financial Services industry)
January 2006 — Present (2 years 10 months)
Investment Network with 50,000 plus financial member & 2,000 qualified SECInvestors. Re-Launching website in 2q2008!
Webinar every Wed. 6pm PST Investing ( www.Ideal4Investors.com ) -
Special Partner
Red Hook Capital
(Privately Held; 1-10 employees; Venture Capital & Private Equity industry)
January 2001 — Present (7 years 10 months)
Currently raising second private equity fund for TIE Fund and hope to raise hedge fund in near future.
Focus on buyout with $5 million plus in EBITDA or fund of fund deals. -
Board of Directors San Diego
FENG
(Non-Profit; 10,001 or more employees; Non-Profit Organization Management industry)
January 2001 — Present (7 years 10 months)
Financial Executive Networking group is the largest mind share group in Financial area with more than 24,000 members helping each other through online community with key information.
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Managing Director
Pierce Financial Corp
(Privately Held; 11-50 employees; Investment Banking industry)
October 2000 — May 2004 (3 years 8 months)
Managing Director (currently advisor)
SAMPLE CLIENTS:
• Bell Atlantic International (Mobile carrier)
• Bermuda Digital Communication Ltd. (Mobile carrier)
• Bulwark Technologies (Software)
• Counterpart Inc (Consulting & Publications)
• Digicon (Government Contractor)
• Enfotec (Softswitch)
• Esetel Inc. (Government Contractor)
• Ferro.NET (Railroad cabling company)
• Integreade Dispensing Machnines Inc. (Healthcare)
• International Telephone Corporation (Telecom holding)
• J.J. McMullen Inc. (Government Contractor)
• MCI Corp. (Telecom holding company)
• Platinum Equity (Private Equity)
• PRC (Government Cotractor)
• Satphone Telecommunications Service Ltd. (Mobile Carrrier)
• Teligent (CLEC)
• Texas Pacific Group (Venture Capital and Private Equity)
• Thoma Cressey Equity Partners (Private Equity)
• Triton Systems Inc. (Government Contractor)
• Vitech America (PC manufacturer)
• Washington Capital Partners (Venture Capital)
• WinStar (CLEC) -
Analyst
Jupiter Communications
(Public Company; 201-500 employees; JPTR; Market Research industry)
October 1999 — October 2000 (1 year 1 month)
Pitched by more than 4 CEOs a day roadshows (Fortune 100 to startup CEOs). Povided strategy to company executives.
Jupiter Communication was acquired by MediaMetrix and was a leading strategy company. It was a NasdaqNM company and during my employement the company IPOed at $21 a share with Donaldson Lufkin & Jenrette, Deutsche Banc Alex Brown, Thomas Weisel Partners, and DLJdirect as underwriters.
Published more than 20 articles and reports on Broadband, Wireless, and other Internet related industry research. -
Vice President
HSBC
(Public Company; 10,001 or more employees; HSBA; Investment Banking industry)
October 1998 — October 1999 (1 year 1 month)
Provided research and investment banking service globally with North American technology focus as investment banker.
HSBC Holdings plc, through its subsidiaries, operates as a banking and financial services company. December 31, 2004, HSBC operated through a network of approximately 9,800 offices in 77 countries and territories in 5 geographical regions. -
Director
Lockheed Martin
(Public Company; 10,001 or more employees; LMT; Information Technology and Services industry)
September 1997 — October 1998 (1 year 2 months)
As Director of New Ventures we acquired or invested in companies! Over $750 million in investments and acquistions with market value of over $2 billion during role with Lockheed Martin.
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Senior Manager
MCI Communications
(Public Company; 10,001 or more employees; MCIC; Telecommunications industry)
August 1991 — September 1997 (6 years 2 months)
In 1991, MCI was a growth company with growth/post merger problems I helped solve. The telecom bill of 1996 ended its tracking stock strategy for a local phone company that I helped develop. In 1997, MCI had $21 billion in revenue with British Telecom investing $5 billion in the company and planned merger. I served as strategy role after telecom bill and MCImetro was rolled back into company (i.e. left prior to the WorldCom merger with strong stock price on NasdaqNM).
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Owner
M.E. (Self-employed)
(Self-Employed; 1-10 employees; Financial Services industry)
October 1987 — May 1991 (3 years 8 months)
Accounting and business development support with 3 consultant supporting myself and 20 clients in DC area.
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Intern
Bell Atlantic
(Public Company; 10,001 or more employees; Telecommunications industry)
May 1990 — September 1990 (5 months)
Bell Atlantic Internation invested in international telecommunications companies.
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Intern
J.J.M.A.
(Privately Held; 201-500 employees; Defense & Space industry)
May 1987 — September 1987 (5 months)
Support Financial and Eng. group of government contractor. J.J.M.A. was resently acquired by Alion Science.
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Manager
Daily Press
(Public Company; 10,001 or more employees; Newspapers industry)
October 1982 — May 1987 (4 years 8 months)
Paper boy with top market pentration for area to manager of 52 paper people with top P&L results for managers.
JD Morris’s Education
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George Washington University
MS, Engineering and Financial Re-Engineering, September 1992 — June 1997
- Activities and Societies:
- Omega Rho
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Hampden-Sydney College
BA, Economics, 1987 — 1991
Additional Information
JD Morris’s Websites:
JD Morris’s Interests:
Conferences, Cocktail Parties, Dinner Parties, Entrepreneurship, Investing, Politics, Public Speaking, Sailing, Speaking, Tech Toys, WindSurfing, Yachting ( International ) Yachting ( Racing / Regatta )
JD Morris’s Groups:
Association for Corp. Growth (ACG)
Mid-Atlantic Venture Association (MAVA)
Northern Virginia Technology Society (NVTC)
Operations Research Society of America (ORSA)
The New Media Society of Washington
The Financial Executive Networking Group (The FENG)
The Institute of Management Sciences (TIMS)
San Diego Software Industry Council (SDSID)
San Diego Telecommunication Council (SDTC)
Transportation Research Board (TRB)
Washington International Trade Association (WITA)
Washington Technology Council (WTC)
Washington Telecommunications Professionals (WTP)
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StreetTech -
Oxford Alumni New York -
IASE -
Blue: The DallasBlue Business Network (23,000+ members) -
Earlystage.com Entrepreneurs -
Executive Suite -
The George Washington University School of Engineering and Applied Science -
Global Petroleum Group -
Lighthouse Venture Group's Alternative Investment Roundtable -
Private Equity and Venture Capital Group -
Enopoly.net Global M&A Networking Group, Investment Banker, Business Intermediaries, Investors -
Hedge Fund Group (HFG) -
Hedge Fund Network -
Private Equity Investment Group -
Leading International Open Networkers (LION) -
Zooors.com, Interactive Yachting Society! -
Ideal4Investors -
The Accredited Investor Report -
Yachting Industry -
Sailing | A sea level network -
Aft Yachting -
L.A.S.Lifestyle (Land, Air, & Sea Lifestyle) -
8884caYacht
JD Morris’s Honors:
Omega Rho Honor Society
Over 15 publication: Mobile IQ Test 01/10/2000; Jupiter’s Trends and Outlook: Bandwidth & Access Strategies, 12/1999; Broadband Needs Application Development, 11/22/1999; Open Access Broadband, 12/13/1999; Jupiter’s On-Line Music Industry, 11/1999; Jupiter’s Wireless Broadband Access: Await Rural Focus Before Partnering, 11/1999 ; Others upon request such as "International Business Practices" in 1993
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JD Morris’s Contact Settings
Interested In:
- new ventures
- expertise requests
- business deals
- reference requests
- getting back in touch
