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

Daniel Allen, FMVA

Consultant – Morrissey Goodale

Daniel is a Consultant with Morrissey Goodale where he supports the M&A and strategic …

Nick Belitz, CVA

Managing Principal
Advisory Services
Morrissey Goodale

Nick leads firm-wide Advisory Services. He and his team assist clients with a full range …

Brendon Cussio

Principal
M&A ADVISORY
MORRISSEY GOODALE

Brendon leads the firm’s sell-side practice. He and his team have initiated and …

Matthias David, FMVA

Senior Consultant
Morrissey Goodale

Matthias David is a Senior Consultant with Morrissey Goodale, supporting the firm’s …

Jon Escobar, CM&AA

Principal
MORRISSEY GOODALE

Jon leads the firm’s buy-side practice. He and his team have initiated and advised on …

Trishank Hansrajani

Consultant
Morrissey Goodale

Trishank is a Consultant with Morrissey Goodale where he supports the M&A and strategic …

Dr. Ray Perryman

PRESIDENT AND CEO
THE PERRYMAN GROUP

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

Alexander (“Allie”) Tepper, PhD

Pricipal Advisor
Morrissey Goodale

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

David Thornhill

Vice President
Morrissey Goodale

David is a Vice President at Morrissey Goodale and works with our M&A Advisory and …

Sarah Thornhill

CONSULTANT
MORRISSEY GOODALE

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

Katharine Van Leer

Senior Consultant
Morrissey Goodale

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

Nate Wentworth, CVA, CM&AA, FMVA

Vice President
Morrissey Goodale

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

Rex White

Vice President, Strategy
Morrissey Goodale

Rex White is a Vice President in Morrissey Goodale’s Strategy practice, where he works …

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