Stephen Morrissette

Stephen Morrissette is a Professor of Business Administration at the University of St. Francis and teaches Merger & Acquisition Strategy at the University of Chicago Booth School of Business. His expertise spans strategic planning, entrepreneurial finance, exit planning, and M&A execution for private and family-owned businesses.

Education:

• PhD in Entrepreneurial Finance, Union Institute & University, 2006
• MBA in Finance and Strategy, University of Chicago, With Honors, 1990
• BS in Management Information Systems, University of St. Francis, Summa Cum Laude, 1986
• BA in English Literature, University of St. Francis, Magna Cum Laude, 1983

Dr. Morrissette's research focuses on financial and strategic frameworks for business transitions, particularly M&A deal validation and integration. His work bridges academic theory with real-world applications in high-stakes transactions, emphasizing the unique challenges of family-owned enterprises and private equity deals. He develops practical methodologies for investment thesis verification and post-merger integration.

His publications analyze M&A deal structures and validation frameworks, contributing to corporate finance literature with actionable insights for practitioners. The work demonstrates consistent focus on deal viability assessment, risk mitigation in acquisitions, and strategic alignment during billion-dollar transactions.

Dr. Morrissette's professional advising encompasses strategic planning and M&A transactions for large private businesses. As Managing Director of Providence Advisors, he has executed deals valued between $25-500 million and led integration for billion-dollar transactions. He raised over $100 million in equity as founding CEO of an Illinois-based bank group and serves on multiple corporate and non-profit boards.

He leads Providence Advisors' consulting practice and collaborates with executive teams during critical business transitions. His board service extends his influence into corporate governance and strategic oversight across diverse sectors, with particular emphasis on family business succession and acquisition strategies.