About Paul Morin

Paul Morin is an advisor to senior management on three key issues: risk management, strategic planning and analysis, and exit option planning/execution.

Mr. Morin’s key value added activities include risk optimization analysis, financial modeling, and sell-side M&A advisory. Mr. Morin has worked with various companies in the role of Chief Financial Officer, Controller and analyst, and has led the development, review, and selective implementation of several hundred start-up and corporate venture business plans, financial models, and feasibility analyses. He has also performed due diligence on and valuation of many potential investment and acquisition candidates.

In addition, Mr. Morin worked extensively with Wharton Direct, the distance learning executive education initiative of the Wharton School. His work with Wharton Direct concentrated on providing subject matter expertise for the Using Financial Statements and Building a Business Case courses.

Mr. Morin has also advised executives from several Fortune 500 firms on the subject of obtaining competitive advantage through improved alignment of information infrastructure and corporate strategy. Prior to founding his strategy advisory practice, Mr. Morin was Director of the Wharton Small Business Development Center (SBDC), a consulting group within the Wharton School’s Entrepreneurial Programs. Mr. Morin directed the delivery of management consulting and training services to approximately one thousand Greater Philadelphia region entrepreneurs annually, and acted as the primary interface with business community leaders. As Director of the SBDC, Mr. Morin served on the Boards of several entrepreneurially oriented organizations, including: Pennsylvania Private Investors Group (an organization of private “angel” investors); Philadelphia Enterprise Center (a business incubator focused on minority-owned businesses); Entrepreneurs’ Forum of Greater Philadelphia (a membership organization which promotes entrepreneurship); and Philadelphia 100 Planning Committee (plans the annual SBDC co-sponsored Philadelphia 100 conference, which recognizes the 100 fastest growing privately held companies in the Philadelphia region).

Immediately prior to the Wharton (SBDC) Directorship, Mr. Morin held positions of consultant with Price Waterhouse’s Dispute Analysis and Corporate Recovery (DACR) practice and financial controller with Access International, a software company in Cambridge, Massachusetts. While with Access International, Mr. Morin was also involved in information systems consulting, specifically mini-computer and network hardware configuration for turnkey municipal and financial management systems. Mr. Morin has developed a broad and comprehensive skill and knowledge platform enabling him to rapidly assimilate into highly complex corporate and new venture scenarios.

In addition, Mr. Morin’s research interests led him to author a highly regarded published study entitled, “The Greater Philadelphia IT Report.” The study, which was sponsored by the Bank of America and the Sol C. Snider Entrepreneurial Research Center of the Wharton School, provided detailed analysis of the information technology sector in the Greater Philadelphia region. The research required in-depth individual interviews and exchange with 70 technology company CEOs, venture capitalists and service providers, as well as an extensive review and analysis of secondary data sources.

Prior to that study, Mr. Morin co-authored a report that studied the impact of the NASDAQ market on entrepreneurship in the United States. The report analyzed motivational factors affecting entrepreneurs, venture capitalists, private investors and IPO professionals (underwriters, attorneys, accountants). The study, commissioned by a large Japanese multinational, also included a comparative look at how Japanese capital markets, professionals, and entrepreneurs interact. Mr. Morin also co-authored an article on corporate venture capital, published in the November, 1999 issue of Financial Executive magazine. Mr. Morin also was recognized in the McGraw Hill (2001) book, M&A: From Planning to Integration, with the following quotation, “We would especially like to thank Paul Morin for substantial contributions to several sections of this book, including performance due diligence, managing integration and developing an acquisition scorecard.”

Mr. Morin holds a Bachelor of Science degree in Economics and an MBA from the Wharton School of the University of Pennsylvania.

You may contact Paul on his mobile phone at 617.970.8055 or via email at paul.morin.wh91@wharton.upenn.edu.