October 16-18, 2024 | Houston, TX

Texas and the South
M&A and Business Symposium

Symposium Schedule

Wednesday, October 16
Concurrent Let’s Get Down to Business Workshops
Opening Reception
Thursday & Friday, october 17-18
Symposium Sessions & Networking
Location
Post Oak at Uptown, Houston, Texas

Agenda

Wednesday, October 16, 2024 | Post Oak at Uptown Houston
4:00pm – 5:15pm

Concurrent Let’s Get Down to Business Workshops

Kick off your Symposium experience with one of our five, to-the-point, best-practice driven workshops designed to help you and your business get to where you want to be. Each workshop wraps up with a handy set of “next steps” for you to take back to your firm.

WORKSHOP 1
Business Valuation 101 and beyond
Learn how (and how not) to value your firm and why your M&A valuation will always be higher than your internal valuation.

Your Let’s Get Down to Business coach:
Nate Wentworth, Senior Consultant, Morrissey Goodale

WORKSHOP 2
Strategy: Take time to work ON your business and not just IN your business
Choose this workshop to learn (a) how to craft a plan to take your firm to the next level, and (b) the best practices to make your strategic plan a reality.

Your Let’s Get Down to Business coach:
Sarah Thornhill, Consultant, Morrissey Goodale

WORKSHOP 3
AI for the AE CEO: Making AI a competitive advantage for your firm
When you choose this workshop you’ll learn how to deploy AI and machine learning at your firm for increased profits.

Your Let’s Get Down to Business coaches:
Brendon Cussio, Principal, Morrissey Goodale
Gary McClure, Senior Consultant, Thrivence

WORKSHOP 4
Private Equity: What’s it all about and is it right for you?
Private Equity is changing the face of the industry, and the fortunes of many firms. Choose this workshop to demystify Private Equity and figure out if it makes sense for your firm.

Your Let’s Get Down to Business coach:
Nick Belitz, Principal, Morrissey Goodale

WORKSHOP 5
Ownership Transition: Simple not easy
This is the workshop for firm leaders who want to (a) understand how to transfer ownership internally, and (b) the sequence of steps and activities required to pass the baton to the next generation.

Your Let’s Get Down to Business coach:
Allie Tepper, Principal Advisor, Morrissey Goodale

5:30pm – 7:30pm

Opening Reception
Willie G’s Seafood – adjacent to the Post Oak Hotel.

Network with AE industry executives, investors, and experts from across the U.S. and beyond while enjoying cocktails and hors d’oeuvres.

Agenda

Thursday, October 17, 2024 | Post Oak at Uptown Houston
7:30am – 9:00am

Breakfast
Grand Ballroom II

Start your day with breakfast and making valuable connections with industry executives and investors.

9:00am – 10:15am

State of the Industry
Grand Ballroom I

Nick Belitz and Megan Miller reference a wealth of proprietary and up-to-the-minute, year-to-date data from Morrissey Goodale and the latest Deltek Clarity Report (for a combined data set of over 600 industry firms) to share how the AE industry is performing now and what lies ahead.

PRESENTERS
Nick Belitz, Principal – Morrissey Goodale
Megan Miller
, Director of Product Marketing – Deltek

10:15am – 10:45am

Networking Break
Grand Foyer South

10:45am – 12:00pm

CEO Strategy Panel: A view from the top
Grand Ballroom I

CEOs from some of the industry’s top firms discuss the state of the industry and where it’s headed. They’ll share their views on the trends that are reshaping how business gets done and the potential disruptions that lie ahead.

PANELISTS
Ernesto Aguilar, President & CEO – Ardurra Group, Inc. (ENR #89)
Erin Inman, P.E., LEED AP, President & CEO – Primera Engineers (ENR #382)
Jim Thompson, P.E. DBIA, Chairman & CEO – DCCM (ENR #129)
Chris Young, P.E., President/CEO – Plummer Associates, Inc. (ENR #422)

MODERATOR
Mark Goodale, Principal – Morrissey Goodale

12:00pm – 1:20pm

Networking Lunch
Grand Ballroom II

Continue your day dining and making valuable connections with industry executives and investors.

1:20pm – 2:20pm

The BST Global Innovation Series
Grand Ballroom I

This session will cover how technologies like AI, Machine Learning and Digital are transforming the AE and environmental industry. You’ll also learn how to foster innovation at your firm and determine which new ideas to pursue and which ones to reject.

PANELISTS
Javier A. Baldor, Chief Executive Officer – BST Global
Jamie Christensen, Director, Innovation – Gannett Fleming (ENR #26)
KiSeok Jeon, Vice President, Digital Advisory STV (ENR #37)

MODERATOR
Sarah Thornhill, Consultant – Morrissey Goodale

2:20pm – 2:40pm

Networking Break
Grand Foyer South

2:40pm – 3:40pm

M&A Panel
Grand Ballroom I

This panel discussion brings some of the industry’s most prolific and skilled acquirers together with principals of firms who have recently sold or recapitalized their firms. The session will cover the decision-making processes that bring buyers and sellers together and industry best practices in terms of deal negotiations, deal structuring and integration of firms.

PANELISTS
John Doucet, P.E., LEED AP, VP Operations – Doucet, A Kleinfelder Company
Gary Elzweig, P.E., F.ASCE, Vice Chairman and Chief Strategy Officer – Universal Engineering Sciences (UES), (ENR #36)
Megan Steyer, Sr. Vice President,  Director, M&A Integration & Office Operations – CHA Consulting (ENR #69)

MODERATORS
Brendon Cussio, Vice President – Morrissey Goodale
Neil Shah, Senior Technical Director – alliantgroup

3:40pm – 4:00pm

Networking Break
Grand Foyer South

4:00pm – 5:00pm

What’s next for Harris County Infrastructure?
Grand Ballroom I

Home to twenty-three Fortune 500 companies, the largest Medical Complex in the world, the nation’s largest port for waterborne tonnage, two international airports, and over 60,000 engineers and architects, Harris County is the fastest growing Texas county measured by GDP (and the third fastest in the U.S.). With a population of over 4.7 million (larger than twenty five individual states), the county is poised for continued growth with Houston on track to become the third largest U.S. city by the end of this decade. Massive infrastructure and environmental needs lie ahead.

In this session, Mick Morrissey sits down with Tom Ramsey, Harris County District 3 Commissioner, to discuss the county’s politics, infrastructure needs, and business opportunities for AE and environmental firms.

SPECIAL GUEST
Tom S. Ramsey, P.E., Harris County Precinct 3 Commissioner

5:00pm – 6:00pm

Networking Reception 
Grand Foyer South

Continue your networking with cocktails and hors d’oeuvres.

Agenda

Friday, October 18, 2024 | Post Oak at Uptown Houston
7:30am – 9:00am

Networking Breakfast 
Grand Ballroom II

Start your day with breakfast and making valuable connections with industry executives and investors.

9:00am – 10:10am

KEYNOTE: The economic outlook for the U.S., Texas and the Southern States
Dr. Ray Perryman, President and CEO – The Perryman Group
Grand Ballroom I

Called a “genius” by the Wall Street Journal, the “unofficial state economist” by the New York Times, and “the most quoted man in Texas” by Texas Monthly, Dr. Ray Perryman, President and CEO of The Perryman Group, will be addressing the economic outlook for Texas and the surrounding southern states.

 

10:00am – 10:30am

Networking Break
Grand Foyer South

10:30am to 11:45pm

AE and Environmental Industry M&A Trends and Valuations
Grand Ballroom I

Nick Belitz and Jon Escobar team up to bring you the latest M&A trends and deal prices – nationally and in Texas and the Southern States.

 

11:45am – 12:00pm

Presentation of the 2024 Best Post-Transaction Performance Award
Grand Ballroom I

The Morrissey Goodale team will present the Best Post-Transaction Performance Award to this year’s recipient.

12:00PM – 1:30PM

Networking Lunch
Grand Ballroom II

Make one last connection before you take what you’ve learned back to the office. This could be where you connect with your ultimate M&A partner or investor!

The reviews are in:

“Some things stay the same in the M&A world, but a lot continues to evolve. I really appreciated the insight on our current industry M&A market. Also taking a few minutes to discuss what it looks like moving forward. We have never been in a market like today. The Morrissey Goodale Team really helps us keep in check with where it is going. I always walk away with some new ideas to apply to our strategic plan moving forward. Thanks all!”
Ken Hanifan
Vice President, Westwood Professional Services, Inc. (ENR #83)
“Morrissey Goodale continues to establish themselves as an industry thought leader, master of current M&A data/trends, while bringing a wealth of on-board talent to the table. Concurrently, they are able to attract top shelf industry players together for beneficial networking.”
Jon Kramer
President and CEO, OHM Advisors (ENR #221)
“This symposium was a great overview of M&A trends in the AE world along with recent examples of transaction best practices.”
Jim Canfield
President & Chief Executive Officer, Withers Ravenel (ENR #306)
“The MG team were well prepared and strong presenters. Content was relevant.”
Michael Hein
CEO, The HFW Companies – St. Louis, MO (ENR #242)
“Fantastic presentation on historic, current, and projected market trends. The Morrissey Goodale Team did an excellent job explaining the acquisition process and through the use of panels, gave current and future buyers great insight.”
Parker Thompson
Associate Manager Integration, DCCM (ENR #130)
“The Symposium was very informative for those seeking to learn more about the M&A process. If you are looking to grow your organization through acquisition or sell, this symposium gives your great insight into how to prepare your organization for either strategy.”
Dave Funk
Vice President of Business Development & Marketing, AG|CM, INC. – Corpus Christi, TX
“Great opportunity to learn more about what’s happening in the industry, perspectives from buyer and seller side; and of course, meeting such a high caliber of people who attended.”
David Luscombe
Group Executive – M&A AND ORGANIC GROWTH FUND, GHD (ENR #27)

Register Now

Your registration fee includes the business workshops and opening cocktail reception on October 16, the full day of events, materials and reception on October 17, and breakfast and half day sessions on June 18.

Discounts & Event Policies

Engineering Registered Continuing Education Program

Earn 9 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