June 12-13, 2019 • 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 12

5:30 – 7:00 pm

Welcome Reception

Hotel Nikko

Thursday, June 13

7:00 – 8:00 am

Breakfast

Hotel Nikko

8:00 – 8:45 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?

8:45 – 9:30 am

Deal Pricing and Valuations

How are firm transactions being priced now? What are the trends in deal pricing multiples and where are valuations headed? How do valuations vary between different types and sizes?

9:30 – 9:50 am

Networking Break

9:50 am – 10:50 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.

10:50 – 11:00 am

Networking Break

11:00 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

Lunch

1:15 – 2:15 pm

Buyer 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

Seller 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

Conclusion

5:00 – 6:00 pm

Closing Cocktail Reception

Continue your deal-making and networking at the always-fun Morrissey Goodale post event cocktail reception.

REGISTER NOW

Western States M&A Symposium
June 12-13, 2019
EARLY BIRD PRICING

Through May 13 ……… $895

After May 13 ………. $1095

Register Now

Your registration fee includes the welcome reception on June 12th, the full day of events and materials on June 13th, as well as breakfast, lunch, and a post-conference cocktail reception. Attendance is limited to 75 registrants.

"A very efficient way to catch up on national M&A trends in the A/E/C industry. I encourage anyone considering buying or selling a firm to spend a day with these experts."

Michael Davis, Sr. VP/Chief Strategy Officer
WGI (ENR #250)

"Great program and content on the State of the Industry regarding M&A's."

Joe Viscuso, Sr. VP, Director of Strategic Growth
Pennoni (ENR #78)

"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 #122), Greenwood Village, CO

“An unparalleled event with a perfect balance of education and networking. The insight from experienced A/E buyers, sellers and a well rounded range of M&A transaction experts was invaluable”

Joe Voss, Chief Financial Officer
Hastings + Chivetta Architects

"The Morrissey Goodale Western States Symposium was fantastic. The knowledge that was shared gave me a much better understanding of what the M&A process is - and some of the things to look out for along the way. I walked away a much more informed business owner."

Hollice Stone, President
Stone Security Engineering

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ENGINEERING REGISTERED CONTINUING EDUCATION PROGRAM
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 www.RCEP.net.