Morgan Tate

Inquirer
DISC Type : dc

Founder at Breakwater M&A

Victoria, British Columbia, Canada

Overview

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.

Personality Overview

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.

Topics They Care 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.
Business Brokerage Tech
He founded and later sold DealBuilder, a software platform for business brokers, and started the largest online community for brokers, Business Broker HQ.

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

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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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Work History

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

Education

Bachelor of Commerce (B.Com.) from University of Victoria
Education details unavailable from Oak Bay Secondary School

More Information

Social Presence :

Prographics :

Exp : 10 Location : Victoria, British Columbia, Canada Job Level : Leadership Designation : Founder at Breakwater M&A
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Insights For Selling To Morgan

During A Call Or A Meeting

DO's

  • Tell them that you are there to help them create visible impact within their organization
  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Refer to testimonials from others in similar positions

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Avoid repeating yourself or making generalizations
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Morgan is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Morgan

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Morgan move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Morgan take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Morgan

Personality Compatibility


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