Matt Morelli

Questioner
DISC Type : c

SVP - Corporate Development/M&A at CBIZ

Cleveland, Ohio, United States

Overview

Matt Morelli serves as the Senior Vice President of Corporate Development at CBIZ, focusing on mergers and acquisitions. His career at CBIZ includes roles as Chief of Staff to the CEO and Associate General Counsel, building on his foundation as a business litigation partner. He earned his Juris Doctor from Case Western Reserve University.

Outside of his corporate role, Matt is a dedicated family man who publicly celebrates and supports his wifes entrepreneurial ventures. He has shared his admiration for her inspiring "I can do anything" attitude as she launched her own business. His interests include following The Wall Street Journal and food.

Unique fact: Before leading corporate development, Matt was the Chief of Staff to the CEO of CBIZ.

Personality Overview

Systematic

Cautious & Analytical

Not Easily Convinced

They prefer to analyze every situation thoroughly.
  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Mergers & Acquisitions
As SVP of Corporate Development, he leads M&A activities for CBIZ, which is a core part of his professional responsibilities.
Female Entrepreneurship
He recently posted with great pride about his wife's journey in starting her own business, showing a personal passion for supporting entrepreneurs.
Employment Law
His background as a partner at a law firm included a focus on employment disputes and non-compete agreements in the financial services industry.

Media Appearances

Matt has no verified media appearances

Work History

1-2018
SVP - Corporate Development/M&A at CBIZ
8-2015 - 10-2019
Chief of Staff to CEO at CBIZ
6-2007 - 10-2015
Associate General Counsel at CBIZ
11-2000 - 5-2007
Partner at Ulmer & Berne LLP
3-1997 - 10-2000
Associate at Dinsmore & Shohl LLP

Education

1991 - 1994
JD from Case Western Reserve University School of Law
1987 - 1991
Bachelor of Arts from Bowling Green State University

More Information

Social Presence :

Prographics :

Exp : 28 Location : Cleveland, Ohio, United States Job Level : Leadership Designation : SVP - Corporate Development/M&A at CBIZ
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Insights For Selling To Matt

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matt is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Matt

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Matt move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Matt take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Matt

Personality Compatibility


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