Morgan Tate
Login to view DISC.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.
Read the full overview →Experience
10 Years
Current Role
Founder
Job Level
Leadership
Location
Victoria, British Columbia, Canada
Personality Overview
How Morgan shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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.
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
+1 more appearances
Login to view media
Education
Bachelor of Commerce (B.Com.)
University of Victoria
Education details unavailable
Oak Bay Secondary School
Social presence
Behavioral profile
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
More profiles
Discover additional public profiles from our index.
Brooke M. French
Founding Partner
Kaye, Lembeck, Hitt & French
Amy Kaye
Partner at Kaye, Lembeck, Hitt & French Family Law, LLC
Kaye, Lembeck, Hitt & French Family Law, LLC
Myron Erhard
Stellvertretender Leiter IT / Deputy Head of IT
Kreussler Group
Carsten Hölscher
Global Head of IT
PlanET Biogas Group
Search more profiles
Looking for someone else? Search here for anyone.