Highlights
Agenda
Speakers & Panelists
2024 Attendees
Hotel/Venue
Partners & Sponsors
Registration
 March 12-14, 2025 | miami, fl

Southeast
M&A and Business
Symposium

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Symposium Schedule

Wednesday, March 12
Concurrent Let’s Get Down to Business Workshops
Opening Reception
Thursday & Friday, March 13-14
Symposium Sessions & Networking
Location
Mandarin Oriental Miami in Miami, FL 

What’s New for 2025

Speakers & Panelists

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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

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

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Brendon Cussio
Principal
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

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

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Jon Escobar, CM&AA
Principal
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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Gary McClure
Senior Consultant
Thrivence

Gary McClure is a senior consultant with Thrivence. Gary has more than 30 years …

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Megan Miller
Director of Product Marketing
Deltek

Megan Miller, CPSM, is a director of product marketing for Deltek where she focuses on …

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Paul Osei
Consultant
Morrissey Goodale

Paul is a management consultant with a demonstrated track record in mergers and …

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Mick Renshaw
Founder and CEO, Trilon

Mick is the Founder and CEO of Trilon, a peoplefirst firm that brings together North …

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

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

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Allie Tepper
Principal Advisor
Morrissey Goodale

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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Katharine Van Leer
Consultant
Morrissey Goodale

Katharine is a skilled consultant who specializes in the architecture, engineering, …

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Bret Weiss
President/CEO
WSB

Bret Weiss is President and CEO of WSB, a design and consulting firm specializing in …

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

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

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The reviews are in:

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 / CEO Withersravenel (ENR #306)
“The Morrissey Goodale team hit the mark – great content, great presenters, great venue!”
Jason Fralick
President, Herbert Rowland & Grubic, Inc. (ENR #336)
“Appreciate the symposium, well done and very informative; made new contacts as well.”
Dikran Kalaydjian
President, Land & Water Engineering Science, Inc. – St. Petersburg, FL
“The amount of AE M&A process, integration and financing experience at the symposium exceeded my expectations…followed by a tremendous amount of meaningful networking with various leaders in the AE world!”
Brock M. Storrusten
Chief Strategy Officer, Withersravenel (ENR #306)
“Very informative event with a great variety of panelists and subject matter to get the full scope of the M&A environment.”
Mel Thompson
Partner, GRIMM AND PARKER ARCHITECTS (ENR #480)
“Really concise and practical advice on trends, as well as insight from both sides of the M&A coin. Extremely worthwhile for both new players and seasoned executives, a tricky sweet spot to find. Well done!”
Michael Farrell
Senior Vice President of Civil and Field Services, Ulteig Engineers, Inc. (ENR #116)
“The quality of content, attendees and symposium accommodations were really terrific. Morrissey Goodale only does it First Class!”
Scott Woerman
Vice President, Landau Associates, Inc. – Seattle, WA

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

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Discounts & Event Policies

Engineering Registered Continuing Education Program

PDH Credit to be Awarded to Non-Florida Residents: up to 9.50
FBPE approved PDH Credit to be Awarded to Florida Licensed Engineers: up to 8.50

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