Mandarin Oriental Miami
Presenters & Panelists
Check back here often as we add more panelists to the Symposium
Nick Belitz, CVA
Principal, Morrissey Goodale
Nick heads Morrissey Goodale’s merger and acquisition practice, and is also involved in the firm’s sell-side engagements, financial advisory, and strategic business planning projects. His expertise lies in financial analysis, forecasting, reporting, deal structure and strategic business analysis. Previously, Nick worked as an analyst for Encana Oil & Gas. Prior to that, he developed and oversaw construction of light industrial projects in the Western United States while at Ascendant Development Corporation.
George E. Christodoulo
Partner, Lawson & Weitzen, LLP
George E. Christodoulo is a corporate lawyer who has spent over forty years in private practice. He has extensive experience in providing legal services to a/e/c firms on a national basis, with an emphasis on ownership transition, mergers and acquisitions, fiduciary duties of directors, professional licensure and termination of principals. He has completed over 250 transactions among AEC firms in the US and Canada, representing both buyers and sellers.
Principal Consultant, Morrissey Goodale
Brendon specializes in strategy and sell-side M&A engagements for our clients. He has also served in several executive leadership roles spanning across multiple industries including, finance, technology, compliance and energy.
Jon Escobar, CM&AA
Consultant, Morrissey Goodale
Jon works with clients on both M&A and strategy engagements. He also provides support for business valuation services and market research in the AEC industry.
Jill Wells Heath, LEED AP
Executive Vice President of Integration, NV5
Jill joined NV5 in 2018 with its acquisition of CALYX Engineers and Consultants, a Southeastern civil engineering and consulting firm at which Jill served as CEO. In her 25 years with CALYX, Jill applied her experience in operations management and strategic planning to establish the company as a regional leader in the industry. Now, as NV5’s Executive Vice President of Integration, Jill uses her own experience integrating CALYX into NV5 to guide newly acquired companies through the NV5 integration process while coordinating human resources, IT, legal/risk management, finance, and brand integration efforts.
Jeff Lookup, CM&AA
Principal Consultant, Morrissey Goodale
Jeff leads strategy and M&A engagements for North American and overseas clients. He has over 30 years’ experience in sales and operations within the consulting engineering and construction industry. Prior to joining Morrissey Goodale, Jeff was Director of Strategic Growth and Development for KCI Technologies (ENR # 65). He was responsible for firm-wide strategic growth initiatives, including long range and annual corporate, business unit and regional business planning. He also oversaw the firm’s M&A program.
Managing Principal, Morrissey Goodale
For over twenty years, Mick has been advising architecture, engineering, planning and environmental consulting firms. Prior to co-founding Morrissey Goodale LLC, Mick served as Director of Strategic Growth for PBS&J, one of the nation’s leading EA firms. For a decade before that he developed and led the premier management consulting business serving the AEP & Environmental Consulting industry. Mick speaks regularly on the topics of strategic planning, mergers and acquisitions, organization structure and leadership development and transition.
Principal Advisor, Morrissey Goodale
Stafford specializes in market research, strategic planning and business development operations. She works with and advises architecture, engineering and construction firms on optimal market positioning, best practice executive-level strategic planning and sales/business development process optimization to improve ROI for non-billable time spent on these activities. Prior to working with Morrissey Goodale, Stafford led business development operations for the Americas Design Consulting Services (DCS) business of AECOM, a global Fortune 500 AEC firm.
Chief Strategy Officer, Atlas
Jonathan is responsible for M&A strategy and execution for Atlas, a leading provider of professional testing, inspection, environmental, engineering and consulting services with more than 100 offices in 40 states and 3,500+ employees. Prior to joining Atlas, Jonathan served as Director of M&A and Integration for ATC Group Services. Over his career, Jonathan has served in a number of roles including M&A, integration, finance, operations and sales—almost exclusively with engineering and consulting firms. Jonathan holds a BBA from Louisiana State University and a MBA from the University of Texas.
Darrell Rochester, PE
President and CEO, Rochester & Associates
Darrell coordinates the strategy and day-to-day operations of Rochester & Associates. He is responsible for client development and coordination of highly visible projects of the firm, including infrastructure for federal, state, and municipal projects. In August of this year, Rochester & Associates announced its partnership with DCCM, a provider of design, consulting, and program and construction management professional services focusing on infrastructure marketplaces. DCCM is backed by White Wolf Capital, an investment firm based in Miami, FL. Darrell is currently on both the Board of Governors and the Board of Directors of the Georgia Chamber of Commerce.
David M. Sullivan, Jr., CPA
Partner, DGC (DiCicco, Gulman & Company LLP)
David is a partner in the firm’s commercial business group and has approximately 30 years of experience providing audit and advisory services to closely-held and family-owned businesses in a variety of industries. David co-leads DGC’s Architecture & Engineering practice and represents firms across the country. He and his team have advised on over 100 M&A transactions of AE & environmental consulting firms.
EARLY BIRD PRICING
Through Nov. 5 ……… $1,095
After Nov. 5 ………. $1,295
Your registration fee includes the welcome reception on January 19th, the full day of events and materials on January 20th, as well as breakfast, lunch, and a post-conference cocktail reception.
“Kleinfelder has benefited by sending several of our executive team members to various regional symposiums. The knowledge gained and networking are extraordinary.”
Senior VP, Strategic Growth, Kleinfelder (ENR # 46)
“I thoroughly enjoyed Morrissey Goodale's SE States M&A Symposium. It was an informative, concise summary of M&A trends in the industry.”
CFO, Hull & Associates, Inc. (ENR # 256)
“Great program and content on the state of the industry regarding M&A's”
SVP, Director of Strategic Growth, Pennoni (ENR # 91)
“Great speakers and presentations with timely insights into industry trends. Must attend to anyone considering M&A as part of their succession planning.”
President/CEO, Coastal Engineering Company
“Terrific program, well worth the time. I learned more than I expected, and more than I usually do at conferences.”
President/CEO, SBA Global
What People Say
- This symposium exceeded my expectations by not only including experts in the field of M&A, but by also including firms who shared all aspects of their merger or acquisition in panel sessions.Dawn Antonucci Dawn Antonucci, Vice President, Towill, Inc.I thought both the content of the seminar and the quality of the attendees was top-notch.John Kissinger President & CEO, GRAEF (ENR #366)
- The Morrissey Goodale symposium was a thorough and detailed presentation into subject of M&A and the options available should an ownership transition be on the horizon. Time well spent from my perspective.Fraser Smith Principal and Co-founder, Mendenhall Smith Structural EngineersBest networking Event I have ever attended. All decision makers of the top firms in our industry.Jim Tull Chief Financial Officer, Crafton Tull (ENR #434)
- I thoroughly enjoyed the symposium. It had just the right balance of presentations, panel discussions, and opportunities for networking. The hosts did an excellent job developing and delivering the program.Cortney Brand President/CEO, Leonard Rice EngineersThe symposium was a great opportunity for both the beginner and the veteran M&A professional in the A&E field to get updated on current trends, market activity and the specifics of the deal. I learned a lot.Dina Rochford Principal, Leighton (ENR #410)