Mandarin Oriental Miami 

M&A Symposium Agenda

Morrissey Goodale M&A symposia agendas always are packed with relevant in-depth information for AE leadership teams and investors interested in the consolidation of the AEC industry. The Southeast States M&A Symposium panel discussions and open forums focus on interests in Florida, Georgia, North and South Carolina, Alabama, Tennessee or Mississippi.

Check back here for additional agenda details and updates as we near the meeting date.

Wednesday, March 23

5:00 – 7:00 pm

Opening Reception
Brickell Beach, the hotel’s luxurious private beach, features uninterrupted views of the city skyline and Key Biscayne.

Thursday, March 24

7:00 – 8:00 am

Mandarin Oriental Ballroom Salon I and Ballroom Terrace

8:00 – 9:15 am

Overview of M&A Trends
Mandarin Oriental Ballroom Salons 2 and 3

Learn what’s driving M&A activity today. What are buyers looking for? What’s motivating sellers? How is consolidation playing out in the Southeast? What’s the outlook for M&A in the U.S?

9:15 – 9:30 am

Networking Break

9:30 – 10:30 am

Deal pricing and deal multiples
Mandarin Oriental Ballroom Salons 2 and 3

Leveraging the MG proprietary deal database with the details of over 250 AE and environmental firm transactions, this session provides potential buyers and sellers with the latest deal multiples and pricing. What multiples are in play in the market today? Are valuations increasing? What types of firms are seeing higher prices? How does firm size affect price? What about firm performance? This session answers these questions and a whole lot more.

10:30 – 10:45 am

Networking Break

10:45 – Noon

The 500 Club:  How deals are getting done in 2022
Mandarin Oriental Ballroom Salons 2 and 3

Join Brendon Cussio, George Christodoulo and David Sullivan—who collectively have closed over 500 AE and environmental firm M&A transactions—for a lively panel discussion. They’ll discuss the deal-making trends that they are seeing, flag common deal-making mistakes to avoid, and share their individual top five critical success factors for a stress free transaction.

Noon – 1:30 pm

Mandarin Oriental Ballroom Salon 1 and Ballroom Terrace

1:30 – 2:30 pm

Buyers Best Practices Panel
Mandarin Oriental Ballroom Salons 2 and 3

In this moderated panel, buyers discuss how they originate deals, analyze transactions, and integrate acquisitions successfully.

2:30 – 2:45 pm

Networking Break

2:45 – 3:45 pm

Sellers Best Practices Panel
Mandarin Oriental Ballroom Salons 2 and 3

Hear from sellers on what they learned through the firm sale process, what advice they have for potential sellers, what they would have done differently, and what life is like after the deal is done.

3:45 – 4:00 pm

Networking Break

4:00 – 4:55 pm

Integration Best Practices Panel
Mandarin Oriental Ballroom Salons 2 and 3

Integration is a blend of management science, art and hard work.  Learn what it takes for a successful integration from industry professionals and experts.

4:55 – 5:00 pm


5:00 – 6:00 pm

Closing Cocktail Reception
Mandarin Oriental Ballroom Terrace

Continue your deal-making and networking at the post event cocktail reception.


Southeast States M&A Symposium
March 23-24, 2022

Registration fee ………. $1,295

Registration closed

Your registration fee includes the welcome reception on March 23rd, the full day of events and materials on March 24th, as well as breakfast, lunch, and a post-conference cocktail reception.


Symposium recording ……. $250

Sign up

A recording of the Southeast States M&A Symposium will be available for purchase post-event. The recording will include all event sessions and will be available for download within 30 business days of the conclusion of the event.

Registration rates for industry vendors, consultants and advisors

Posted registration fees are exclusively for (a) principals and employees of A/E and environmental consulting firms and (b) principals and employees of private equity funds or family offices. Registration fees for industry vendors and consultants may be obtained by contacting our Events Director Corinne McCanse at [email protected].

“The MG Team always does a great job in bringing together leaders in the industry who have relevant and timely information to share as it relates to what is going on in the M&A space. They are always up to date on the latest trend and what is happening as it relates to transactions that are taking place.”

Bill Sloan
CFO, POND (ENR # 80), Peachtree Corners, GA

“The overview of M&A Trends and presentations on Deal Pricing and Valuations, Deal Structuring and Deal Closing were excellent. They provided great detail while still being entertaining. Excellent speakers! ”

John Carrato
CEO, Alfred Benesch & Company (ENR # 112)

“I found the presented content relevant, specific and supported by real data. I also found value in the real life stories of the afternoon panels. The one-day format and ample networking time was well done.”

Dan Holte
Chief Development Officer, Braun Intertec (ENR # 114)

“As always the conference was first class and lots of great attendees. Very informative and even though I have been involved in M&A for 20+ years I learned 2 new trends that we will use in future transactions. So many opportunities built in for networking was a plus also.”

Jim Tull
Chief Financial Officer, Crafton Tull (ENR # 434)


Earn 5.25 Professional Development Hours for Florida Licensed Engineers
Earn 6.50 Professional Development Hours for Non-Florida Residents

Morrissey Goodale has met the standards and requirements of the Registered Continuing Education Program. Credit earned on completion of this program will be reported to RCEP. Certificates of Completion will be issued to all participants. Complaints regarding registered providers may be sent to RCEP at