Hotel Nikko • San Francisco, CA

M&A Symposium Agenda

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

Wednesday, June 10

5:30 – 7:00 pm

Welcome Reception

Peninsula Room on the 25th Floor of Hotel Nikko San Francisco

Thursday, June 11

7:00 – 8:00 am


Monterey Room on the 3rd Floor of Hotel Nikko San Francisco

8:00 – 9:10 am

Overview of A/E M&A Trends 

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

9:10 – 9:30 am

Networking Break

9:30 am – 10:40 am

Deal Structuring

How are deals being structured in today’s market? Gain insight into deal structuring best practices and how to understand the tax implications of different deal structures.

10:40 – 10:50 am

Networking Break

10:50 am – Noon

Deal Closing

From letter of intent to purchase and sale, learn how to close a deal like a pro, whether you’re a buyer or seller.

Noon – 1:15 pm


1:15 – 2:15 pm

Buyers Best Practices Panel

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

2:15 – 2:30 pm

Networking Break

2:30 – 3:30 pm

Sellers Best Practices Panel

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.

3:30 – 3:45 pm

Networking Break

3:45 – 4:45 pm

Integration Best Practices Panel

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

4:45 – 5:00 pm


5:00 – 6:00 pm

Closing Cocktail Reception

Continue your deal-making and networking at the post event cocktail reception in the Monterey Room on the 3rd Floor of Hotel Nikko San Francisco.


Western States M&A Symposium
June 10-11, 2020

Through May 11 ……… $945

After May 11 ………. $1,145

Register Now

Your registration fee includes the welcome reception on June 10th, the full day of events and materials on June 11th, as well as breakfast, lunch, and a post-conference cocktail reception. Attendance is limited to 75 registrants.

"As an active buyer, the information presented by the Morrissey Goodale staff was invaluable data I can use today. A very productive event."

Christopher Sherry, President
Merrick & Company (ENR #133), Greenwood Village, CO

"Principals of small to medium size consulting firms entangled in the day to day operations associated with their business seldom have a deep understanding of the M&A marketplace. The symposium was a thorough and detailed presentation into the subject of M&A and the options available should an ownership transition be on the horizon. Time well spent."

Fraser Smith, Principal and Co-founder
Mendenhall Smith Structural Engineers, Las Vegas, NV

"The symposium was highly valuable with great information on trends, as well as good networking opportunities."

Dan Huntington, Vice President – M&A
IMEG Corp. (ENR #104)

"One of the most educational programs for anyone considering M&A in their business."

Ernesto Aguilar, CEO
Ardurra Group, Inc. (ENR #272)

"Very informative. Authoritative and experienced speakers. Great interactive sessions."

Dan Chandler, President, Managing Principal
OAC Services, Inc., Seattle, WA


Earn 6.50 Professional Development Hours

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