2026 M&A and Capitalization Symposium - Registration

October 7-9, 2026 | Houston, TX

The M&A and Capitalization Symposium

Early Bird Registration

Early bird pricing in effect until midnight eastern 7/31/26

Number of Employees in Your Firm	Regular Pricing	Early Bird Pricing valid thru 7/31/26
Pricing for AE and environmental firm CEOs and corporate development executives is based on firm size:
50 employees or less	$2,200	$2,000
Over 50 employees and less than 250	$3,050	$2,850
250 employees and above	$3,350	$3,150
Pricing for Industry Investors/Financial Sponsors:	$3,800	$3,600

AE industry vendors, advisors or consultants click here for pricing and policies.

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Event Information

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Personal Information

Name(Required)

First Last

NICKNAME

(as it should appear on Badge/Attendee List if different from First Name)

EMAIL ADDRESS(Required)

JOB TITLE(Required)

COMPANY(Required)

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Business

Mobile

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Please note any dietary restrictions below

Business Information

Headquarters City(Required)

Headquarters State / Province(Required)

Firm Type (select the option that most closely represents your firm)(Required)

# Employees(Required)

What is your firm’s capitalization model? (choose the one that best describes your capitalization)(Required)

EE – You are an AE or Environmental firm, are employee- or management-owned, and do not have an ESOP.
ESOP – You are an AE or Environmental firm with an ESOP or partial ESOP.
PE – You are an AE or Environmental firm that has either a minority or majority investment from a private equity firm or similar.
P – You are a publicly traded AE or Environmental firm
Financial Sponsor – Your firm is a financial sponsor or industry investor.

Are you an investor in an active AE industry platform?(Required)

Are you planning to invest in the industry in the next 18 months?(Required)

What sector are you going to invest in?(Required)

Answers to the following questions will be kept confidential and aggregated with the responses of other attendees.

In addition to these basic questions you will have an opportunity to complete a confidential financial performance and outlook survey which you will have access to upon completion of registration.

With respect to your active AE platform, please answer the following questions.

In addition to these basic questions you will have an opportunity to complete a confidential financial performance and outlook survey for your AE industry platform which you will have access to upon completion of registration.

1. What’s the outlook for your firm in 2026 – better, worse or the same as 2025?(Required)

2. What’s the biggest challenge facing your firm in 2026?(Required)

3. What market or sector has provided your firm with the most growth in 2026?(Required)

4. Are you planning to make an acquisition in the next 12 months?(Required)

5. Are you planning to sell or recapitalize in the next 12 months?(Required)

6. Will you generate revenues through digital products and/or digital service offerings in 2026?(Required)

7. Are you using AI in your business?(Required)

Please describe how you are using AI.(Required)

8. What services or solutions – if any – are your clients requesting of your firm now that they have not requested in the past?(Required)

9. What are you budgeting for raises in calendar 2026?(Required)

10. In 2026, will your total staff and management bonuses be about the same as, less than, or more than 2025?(Required)

11. Do you expect an increase or decrease in firm revenue in 2026 compared to 2025?(Required)

What increase in firm revenue to do you expect?

What decrease in firm revenue to do you expect?

12. Do you expect an increase or decrease in firm profit in 2026 compared to 2025?(Required)

What increase in firm profit do you expect?

What decrease in firm profit do you expect?

Event Information

I would like to schedule a Confidential Connections meeting on Wednesday, October 7(Required)

Confidential Connections meetings are private 30-minute one-on-one meetings for industry CEOs, M&A executives and investors to discuss strategic options, industry trends, and potential opportunities. Morrissey Goodale will coordinate meeting requests and scheduling, subject to attendee availability.

Confidential Connections meetings will be scheduled for the afternoon of Wednesday, October 7. Corinne McCanse, Vice President, Events, will reach out to you directly to schedule your meeting.

I plan to attend the Opening Reception on Wednesday, October 7, from 5:00-7:00 PM(Required)

Yes

I would like to attend one of the small group networking dinners on Wednesday, October 7 or Thursday, October 8 (Space is limited).(Required)

Please note: Priority given to attendees who have completed the confidential financial survey that accompanies registration.

Corinne McCanse, Vice President, Events, will reach out to you directly with dinner details.

Please note: As seating is limited, priority for the small group networking dinners is given to attendees who complete the confidential financial performance and outlook survey. A link to the survey will be provided upon completion of your registration.

I plan to complete the confidential financial performance and outlook survey that accompanies registration(Required)

Yes

I plan to attend a Panel Discussion on Thursday, October 8, 2026, from 11:00 AM – 12:00 PM(Required)

Select your Thursday Panel Discussion:(Required)

You have chosen Panel:

The 1000 Club

This always popular panel brings together deal advisors and experts who between them have advised on over 1000 AE industry transactions to share their observations on the market, the emerging trends and terms they are seeing in deals in 2026, and their advice for buyers and sellers now.

You have chosen Panel:

Building and Sustaining a Generational Firm

The panelists discuss how to build and finance a thriving employee-owned design firm in a rapidly changing industry. They’ll not only cover succession and culture, but also best business practices and what financial levers can be borrowed from the playbooks of publicly traded and private equity backed firms—including sophisticated approaches to tracking and managing profitability, allocating stakeholder rewards, and financing growth—that can be deployed to ensure success.

You have chosen Panel:

2027 and Beyond: How Strategic Acquirers and Investors are Viewing the Market

As M&A activity enters its next chapter, the questions shaping the market are becoming more nuanced. Where is capital flowing? What capabilities are commanding premiums? And how are strategic buyers and private equity investors assessing risk, growth, and integration in a changing environment? This panel brings together active acquirers and investors to discuss how they are evaluating opportunities, where they see the greatest conviction, and what firm owners should understand about the market ahead. Expect a candid conversation on valuation, competition, private equity’s evolving role, and the strategic priorities defining the next wave of consolidation.

I plan to attend the Networking Reception on Thursday, October 8, from 5:00 – 6:00 PM(Required)

Yes

I plan to attend a Panel Discussion on Friday, October 9, 2026, from 9:00 – 10:00 AM(Required)

Select your Friday Panel Discussion:(Required)

You have chosen Panel:

Multiples Don’t Matter!

In this new and somewhat “controversial” discussion, the panelists will cover why multiples tell just a small part of the story of an acquisition – and in many cases disguise what really is happening in a transaction. They’ll cover why less savvy acquirers that believe they could be “overpaying” are actually losing out on great deals because their hyper focus on multiples. Topics to be covered will include “entry multiples” and deal structures, cost of capital, synergies, and how all of these impact exit multiples down the road.

You have chosen Panel:

Integration Best Practices – Lessons from the Field

Integration experts David and Sarah Thornhill (not related!) are joined by some of the best integrators in the AE industry to discuss what’s working (and what’s definitely not!) when it comes to bringing two or more firms together over a year.

You have chosen Panel:

Successful Sellers Tell Their Stories

During this interactive panel discussion recent sellers will share the lessons they learned in preparing for and moving through the firm sale process.

I plan to attend a Workshop on Friday, October 9, from 10:30 – 11:45 AM(Required)

Select your Workshop:(Required)

You have chosen the following Workshop:

At the Crossroads: Assessing Your Strategic Options

Almost every employee-owned firm CEO, leadership team and board of directors comes to a crossroads where they have to determine which capital structure is optimal for them going forward. Is it an ESOP? A firm sale? A recapitalization by private equity? A merger? Or stay the course? This workshop takes you through the steps on how to best analyze and select the best strategic option for your firm.

You have chosen the following Workshop:

Ownership Transition Quick Start

Everything you need to know to transition ownership in your firm to the next generation. In this workshop you’ll learn (a) the pros and cons of an internal transition versus a firm sale or recapitalization, (b) the operational pre-requisites, (c) how to build a strong transition plan, (d) how to value and finance the plan, and (e) the next steps to take.

You have chosen the following Workshop:

Seven Ways to Increase Your Firm’s Value in Seven Months

Learn the seven most impactful things you and your team can do to increase your firm’s value—pronto.

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