June 12-14, 2024 | Las Vegas, NV

Western States
M&A and Business
Symposium

Symposium Schedule

Wednesday, June 12
Concurrent Let’s Get Down to Business Workshops
Opening Reception
Thursday & Friday, June 13-14
Symposium Sessions & Networking
Location
Wynn Hotel, Las Vegas, Nevada

Speakers & Panelists

X
Cortney Brand
President & CEO
LRE Water

bio to come

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Nick Belitz, CVA
Principal
Morrissey Goodale

Nick heads Morrissey Goodale’s Advisory business. He and his team have successfully …

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George E. Christodoulo
Partner
Lawson & Weitzen, LLP (Boston, MA)

George E. Christodoulo is a corporate lawyer who has spent over forty years in private …

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Brendon Cussio
Vice President
Morrissey Goodale

Brendon specializes in M&A advisory and strategic business planning for engineering, …

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Karen Erger
Senior Vice President & Director of Practice Risk Management
Lockton
(Kansas City, MO)

In her role as Director of Practice Risk Management, Karen provides risk management …

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Jon Escobar, CM&AA
Vice President
Morrissey Goodale

Jon leads Morrissey Goodale’s full-service buy-side practice. He and his team help …

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Mark Goodale
Principal
Morrissey Goodale

Mark has served the AE industry for over 20 years in just about every management …

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Mick Morrissey
Managing Principal
Morrissey Goodale

For the past 25 years, Mick has been advising U.S. and global AE & Environmental …

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David M. Sullivan, Jr., CPA
Partner
PKF O’Connor Davies
Boston, MA

David leads PKF O’Connor Davies’ (formerly DGC) Architecture & Engineering …

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Alexander (“Allie”) Tepper, PhD
Principal Advisor

Allie specializes in internal ownership transition, firm valuation, and incentive …

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Sarah Thornhill
Consultant
Morrissey Goodale

Sarah is a Consultant with Morrissey Goodale who specializes in strategic planning, …

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Tricia Washington
Vice President
Morrissey Goodale

Tricia Washington has over 25 years of experience as a market research & marketing …

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Nate Wentworth, CVA, CM&AA, FMVA
Morrissey Goodale

Nate is an experienced management consultant with a demonstrated track record in mergers …

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The reviews are in:

“An excellent symposium with ample networking, education, and real-world examples of M&A experience. I greatly enjoyed it!”
Frank Ricciardi
Chief Executive Officer, Weston & Sampson Engineers, Inc. (ENR #142)
“The Morrissey Goodale symposium is the perfect combination of a room full of leaders, decision makers, and entrepreneurs with deep industry experience, succinct presentations of critical forecasts and market trends, and fun! A perfect sized attendee group in a stellar venue to naturally network and have meaningful conversations.”
Carla Johnson
Chief Executive Officer, Earthvisionz – Boulder, CO
“Mick and his team always attend to every detail when producing their M&A symposiums and never disappoint. The word is out on the value that the MG symposiums offer executives in the AEC space as evidenced by the record number of participants at this most recent symposium. If you are serious about undertaking a transaction in the future, this symposium is a must for you and your company.”
Gary Elzweig
Chief Strategy Officer, Universal Engineering Sciences, Inc. (ENR #36)
“This symposium is a must for all A/E leaders interested in buying or selling a firm. It is a very efficient and fun way to meet a lot of people in our space and catch up on important M&A trends. I would not miss it.”
Michael L. Davis
Senior Vice President/Chief Strategy Officer, WGI (ENR #171)
“I’ve attended at least three Morrissey Goodale Symposiums. The topics are always pertinent to running our firm efficiently and the preparation by the MG staff is in depth. These are fantastic learning symposium for buyers and sellers. The networking time and after-hours gatherings are excellent.”
Karl Knapp
Director Land Division Colorado, Westwood Professional Services, Inc. (ENR #79)
“I gained a lot of insight from this symposium. Good information on M&A trends and nice panel discussions. Well worth the time!”
Neil Dobler
Senior Vice President/Director, Bartlett & West Engineers, Inc. – Topeka, KS

Register Now

Your registration fee includes the business workshops and opening cocktail reception on June 12, the full day of events, materials and reception on June 13, and breakfast and half day sessions on June 14.

Discounts & Event Policies

Engineering Registered Continuing Education Program

Earn 8.25 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