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October 16-18, 2024 | Houston, TX

Texas and the South
M&A and Business Symposium

Registration Closed

Symposium Schedule

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

What’s New for 2024

Let’s Get Down to Business Workshop Agenda
Wednesday, October 16, 2024
Workshops

Workshop 1
Workshop 2
Workshop 3
Workshop 4
Workshop 5
WORKSHOP 1 AGENDA
Seven Ways to Increase Your Firm’s Value in Seven Months
WORKSHOP OFFERED AT
2:30pm – 3:30pm
AND
4:00pm – 5:00pm

1. Increase utilization
2. Reduce overhead
3. Speed up collections
4. Increase multiplier
5. Diversify
6. Improve financial reporting​
7. Grow like a weed!
8. Next Steps

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


Wednesday, October 16, 2024
Workshops

Workshop 1
Workshop 2
Workshop 3
Workshop 4
Workshop 5
WORKSHOP 2 AGENDA
Strategy: Take time to work ON your business and not just IN your business
WORKSHOP OFFERED AT
2:30pm – 3:30pm
AND
4:00pm – 5:00pm
  • Welcome and Introductions
  • Mission, Vision, Values Discussion + Poll
  • VRIO Framework
  • Market Intelligence
  • Next Steps, Closing Remarks
  • Q&A

Your Let’s Get Down to Business coaches:
Sarah Thornhill, Consultant – Morrissey Goodale
Rafael Barbosa, Director of Market Intelligence – Morrissey Goodale


Wednesday, October 16, 2024
Workshops

Workshop 1
Workshop 2
Workshop 3
Workshop 4
Workshop 5
WORKSHOP 3 AGENDA
AI for the AE CEO: Making AI a Competitive Advantage for Your Firm
WORKSHOP OFFERED AT
2:30pm – 3:30pm
AND
4:00pm – 5:00pm
  • 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, October 16, 2024
Workshops

Workshop 1
Workshop 2
Workshop 3
Workshop 4
Workshop 5
WORKSHOP 4 AGENDA
Private Equity: What’s it all about and is it right for you?
WORKSHOP OFFERED AT
2:30pm – 3:30pm
AND
4:00pm – 5:00pm
  • 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, October 16, 2024
Workshops

Workshop 1
Workshop 2
Workshop 3
Workshop 4
Workshop 5
WORKSHOP 5 AGENDA
Ownership Transition: Simple, not easy
WORKSHOP OFFERED AT
2:30pm – 3:30pm
AND
4:00pm – 5:00pm
  • 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:

“The symposium agenda was very well thought out—the perfect combination of agenda items and networking time. Definitely worth the investment of two days of my time!”
Bryan Pate
CEO, InSite Engineering LLC
The MG Team has done it again. The addition of the Business Incubator and the expansion of the ‘Let’s get Down to Business’ workshops on top of the opportunity to network with personnel on both sides of the deals made for a great week.”
Kurt C. Bergman
President and CEO, PRIME AE Group, Inc (ENR #248)
“Appreciate that MG has added mini specialized sessions to the front end of the meeting. More intimate setting encourages more Q&A.”
Jay Clare
EVP Strategic Growth, Kleinfelder (San Diego, CA) (ENR #45)
“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)
“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 October 18.

Register

Discounts & Event Policies

Engineering Registered Continuing Education Program

Earn up to 9.25 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