October 16-18 | 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, June 17-18
Symposium Sessions & Networking
Location
Post Oak at Uptown, Houston, Texas

Let’s Get Down to Business Workshop Agenda
Wednesday, June 12, 2024
Workshops

WORKSHOP 1 AGENDA

Business Valuation 101 and Beyond
4:00pm – 5:15pm
  • Welcome and Introduction
  • Purpose of Business Valuations
  • Definition of Critical Valuation Terms
    • Standards of Value
    • Premise of Value
  • What is Involved in a Business Valuation?
  • Valuation Approaches
  • Discounts and Premiums
  • Case Study
  • A/E Industry-Specific Recommendations
  • When Valuing a Firm, Do Not…
  • Next Steps
  • Q&A

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


Wednesday, June 12, 2024
Workshops

WORKSHOP 2 AGENDA

Strategy: Take time to work ON your business and not just IN your business
4:00pm – 5:15pm
  • Welcome and Introductions
  • The Foundation
  • PESTLE Analysis
  • VRIO Framework
  • SWOT and TOWS
  • Bringing it all together: A Strategic Planning Process
  • Next Steps
  • Q&A

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


Wednesday, June 12, 2024
Workshops

WORKSHOP 3 AGENDA

AI for the AE CEO: Making AI A Competitive Advantage For Your Firm
4:00pm – 5:15pm
  • Introduction
  • Investment in AI
  • Understanding AI and ML – Include polling
  • Benefits of AI & ML in Engineering Services
  • Integration with Business Strategy
  • Steps to Deploy AI & ML
  • Case Studies – Interact with audience
  • ROI Calculation – Interact with Audience
  • AI as a Competitive Advantage
  • Take Aways & Next Steps
  • Q&A

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


Wednesday, June 12, 2024
Workshops

WORKSHOP 4 AGENDA

Private Equity: What’s it all about and is it right for you?
4:00pm – 5:15pm
  • Recent Activity
    • Affect on the Competitive Landscape
    • Why it Works
  • How it Works
    • PE Lingo and Definitions
    • PE Example – with Numbers
    • What PE Does and Doesn’t Do Well
  • Expectations for the Future
  • Next Steps
  • Q&A

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


Wednesday, June 12, 2024
Workshops

WORKSHOP 5 AGENDA

Ownership Transition: Simple not easy
4:00pm – 5:15pm
  • Welcome and Introduction
  • Internal vs. External Transition
    • Exercise 1: Are conditions in place for an internal transition?
  • Operational Prerequisites
  • Making and Communicating the Transition Plan
    • Exercise 2: Goals of ownership transition
    • Exercise 3: Leadership team construction
  • Stock Transition & Financing Principles
  • Valuation and the Buy-Sell Agreement
  • Next Steps
  • Q&A

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

 

The reviews are in:

“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 #226)
“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 #323)
“The MG team were well prepared and strong presenters. Content was relevant.”
Michael Hein
CEO, The HFW Companies – St. Louis, MO (ENR #281)
“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 #79)
“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 #129)
“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 #28)

Register Now

Your registration fee includes the business workshops and opening cocktail reception on March 20, the full day of events, materials and reception on March 21, and breakfast and half day sessions on March 22.

Discounts & Event Policies

Engineering Registered Continuing Education Program

PDH Credit to be Awarded to Non-Florida Residents: 8.25
FBPE approved PDH Credit to be Awarded to Florida Licensed Engineers: 7.25

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