Morgan Tate in

Morgan Tate

Inquirer · DISC type dc
Founder at Breakwater M&A
📍 Victoria, British Columbia, Canada

Morgan Tate is an M&A advisor and the founder of Breakwater M&A, where he helps entrepreneurs sell businesses valued at $5M–$50M. A graduate of the University of Victorias School of Business, he has successfully closed over $250M in transactions and also founded and sold the software company DealBuilder.

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Experience
10 Years
Current Role
Founder
Job Level
Leadership
Location
Victoria, British Columbia, Canada
Personality Overview

How Morgan shows up

Upfront
Judgemental
ROI Conscious

They care equally about the product and its potential impact. They can be nudged to make faster decisions by offering what they value. They respond well to confident salespeople.

Priorities

Topics Morgan cares about

M&A for Entrepreneurs
His career is dedicated to helping entrepreneurs achieve successful, low-stress exits from their businesses, focusing on deals in the $5M to $50M range.
Founder Fitness
He actively writes and promotes the concept of balancing entrepreneurial success with personal health and longevity, a philosophy he developed from his time as a varsity athlete.
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Career

Work history

4-2025
Founder
Breakwater M&A
6-2020 - 4-2025
Co-Founder
DealBuilder
1-2020
Founder
morgantate.com
5-2019
Partner
Chinook Business Advisory Ltd.
9-2017 - 6-2020
Analyst
Pani Energy
In the press

Media appearances

EP 127: The Next Generation of M&A – Trust, Tech, and the Human Side of Exits (featuring Morgan Tate, Founder of Breakwater M&A). Featured in Apple Podcasts
See now
Defenders of Business Value – EP 127: The Next Generation of M&A: Trust, Tech, and the Human Side of Exits (featuring Morgan Tate, Founder of Breakwater M&A). Featured in Defenders of Business Value Podcast
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Education
Bachelor of Commerce (B.Com.)
University of Victoria
Education details unavailable
Oak Bay Secondary School
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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