Texas and the South M&A and Business Symposium Panelists & Speakers

October 7-9, 2026 | Houston, TX

The M&A and Capitalization Symposium

Symposium Schedule

Wed, Oct 7

Confidential Connections Meetings

Opening Reception

Networking Dinners

Thu, Oct 8

General Sessions

Reception

Networking Dinners

Fri, Oct 9

Concurrent Panels & Workshops

The Post Oak Hotel at Uptown Houston, TX

Speakers & Panelists

Ernesto Aguilar, PE

President & CEO
Ardurra (ENR #48)

Ernesto is a visionary leader and seasoned Professional Engineer with 30+ years of …

Daniel Allen, FMVA

Consultant
Morrissey Goodale

Daniel Allen supports M&A advisory engagements at Morrissey Goodale across the …

Nick Belitz, CVA

Managing Principal
Advisory Services
Morrissey Goodale

Nick Belitz leads firm-wide Advisory Services at Morrissey Goodale, serving as a trusted …

David Brian

President
GDS Associates

GDS Associates (GDS) is a market-leading provider of power infrastructure consulting …

Brendon Cussio

Principal
M&A ADVISORY
MORRISSEY GOODALE

Brendon Cussio leads transaction strategy and execution at Morrissey Goodale, serving as …

William J. Daniel III, PLS, CP

CEO
Lowe Engineers (Atlanta, GA)
now part of MacKay

Just before July 4th, 2026, Lowe Engineers joined fast-growing, private-equity backed …

Matthias David, FMVA

Senior Consultant
Morrissey Goodale

Matthias David supports Morrissey Goodales M&A advisory engagements across the …

Jon Escobar, CM&AA

Principal
MORRISSEY GOODALE

Jon Escobar leads business development at Morrissey Goodale, and his relationships span …

Peter Grupp

Partner
Lawson & Weitzen

Peter Grupp focuses his corporate practice on mergers and acquisitions, primarily in the …

Trishank Hansrajani

Consultant
Morrissey Goodale

Trishank Hansrajani supports M&A advisory engagements at Morrissey Goodale across the …

Jill Jameson, SPHR, SHRM-SCP

Senior Vice President, Chief Human Resources Officer
JMT (ENR #45)

Jill Jameson is Senior Vice President at JMT, bringing expertise in human resources and …

Andra Kidd

CEO
Spheros Environmental

Andra is the CEO at Spheros Environmental, an environmental and sustainability …

Bjorn Morisbak

Executive Vice President & Chief Corporate Development Officer
Stantec (ENR #9)

Bjorn identifies opportunities for Stantec to grow both geographically and in …

Dr. Ray Perryman

PRESIDENT AND CEO
THE PERRYMAN GROUP

Dr. Ray Perryman, the founder and CEO of The Perryman Group, has guided clients, …

Jones Pharr

Head of Corporate Development
McMillan Pazdan Smith (ENR #194)

Jones Pharr is Head of Corporate Development at McMillan Pazdan Smith, an ENR Top …

Nathan Rust

Senior Vice President – Corporate Development
Salas O’Brien (ENR #31)

Nathan joined Salas O’Brien in 2022 and is the Senior Vice President of Corporate …

David M. Sullivan, Jr., CPA

PARTNER
PKF O’CONNOR DAVIES

David leads PKF O’Connor Davies’ Architecture & Engineering practice and represents …

Alexander (“Allie”) Tepper, PhD

Principal Advisor
Morrissey Goodale

Allie Tepper is a Principal Advisor with Morrissey Goodale, specializing in internal …

David Thornhill

Vice President
Morrissey Goodale

David Thornhill brings to Morrissey Goodales M&A advisory practice a career built …

Sarah Thornhill

CONSULTANT
MORRISSEY GOODALE

Sarah Thornhill works with AE firm leaders on strategic planning, leadership …

Katharine Van Leer

Senior Consultant
Morrissey Goodale

Katharine Van Leer brings more than 15 years of client development and management …

Nate Wentworth, CVA, CM&AA, FMVA

Principal
Morrissey Goodale

Nate Wentworth advises AE firm leaders on mergers, acquisitions, and business valuation, …

The reviews are in:

“A well organized and informative symposium which provided valuable and up to day information about the AEC industry and what lies ahead.”

Jamie Johnson

Founder and CEO, Signal Hill Equity Partners

The symposium was a great mix of content relative to M&A metrics, industry, KPIs, and networking with leaders of peer companies. The content was balanced, current, helpful, and informative and the symposium went by very quickly given the engagement of the participants. Great jdob Morrissey Goodale!”

Frank Ricciardi

CEO, Weston & Sampson (ENR #142)

“I thought I kept a pretty close watch of the industry trends – it turns out there is a lot more complexity to what is happening and this was a great conference to help sort it all out.”

Jonathon Zabrocki

President, Robinson Engineering, Ltd (Frankfort, IL)

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)

Register Now

Your registration fee includes opening reception on October 7, the full day of events, materials, reception on October 8, and breakfast and half day sessions on October 9.

Discounts & Event Policies

Engineering Registered Continuing Education Program

Earn 8 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