March 12-14, 2025 | miami, fl

Southeast
M&A and Business
Symposium

Symposium Schedule

Wednesday, March 12
Confidential One-on-One Meetings

(pre-scheduled, one-on-one meetings with Morrissey Goodale consultants)

Opening Reception
Networking Dinners
Thursday, March 13
Symposium Sessions
Reception
Networking Dinners
Friday, March 14
Symposium Sessions
Location
Mandarin Oriental Miami in Miami, FL 

Agenda

Wednesday, March 12, 2025 | Mandarin Oriental Miami
2:00pm – 4:45pm

One-on-One meetings with Morrissey Goodale Consultants

Got a question about strategy? Or how to improve your bottom line? Want to know what’s next with industry M&A? Or how to value your firm? Schedule your 30-minute, confidential, one-on-one in-person meeting with one of our consultants. Our team will be happy to answer and all questions that you have. (You may request a meeting when you register for the Symposium.)

5:30pm – 7:00pm

Opening Reception
On the pool deck at the Mandarin Oriental overlooking Biscayne Bay

Networking never felt so good. Catch the sunset over Biscayne Bay while you mingle with Symposium attendees, speakers and sponsors. Make new connections and get reacquainted with others as you enjoy an open bar, hors d’oeuvres and live calypso music before heading out into the night to enjoy everything that Miami has to offer.

7:30pm

Wednesday Networking Dinners

On Wednesday evening Morrissey Goodale Principals—Nick Belitz, Brendon Cussio, and Jon Escobar will each host small-group networking dinners at some of Miami’s most sought-after dining spots, including on the hotel property and in the nearby chic Brickell arts and culture neighborhood.

Space is limited, so register soon to reserve your place at the table!

Agenda

Thursday, March 13, 2025 | Mandarin Oriental Miami
7:30am – 9:00am

Breakfast
Mandarin Oriental Ballroom Salon 1

Start your day with breakfast overlooking stunning Biscayne Bay and making valuable connections with industry executives and investors.

9:00am – 9:15am

Opening Remarks
Mandarin Oriental Ballroom Salons 2-3

Mark Goodale, Managing Principal – Morrissey Goodale

9:15am-10:15am

State of the Industry
Mandarin Oriental Ballroom Salons 2-3

Nick Belitz and Megan Miller reference a wealth of proprietary and up-to-the-minute, year-to-date data from Morrissey Goodale and the latest Deltek Clarity Report (for a combined data set of over 600 industry firms) to share how the AE industry is performing now and what lies ahead.

PRESENTERS
Nick Belitz, Principal – Morrissey Goodale
Megan Miller
, CPSM, Senior Director of Product Marketing for Professional Services – Deltek

10:15am – 10:45am

Networking Break
Mandarin Oriental Ballroom Foyer

10:45am – 12:00pm

Future of the Industry CEO Panel
Mandarin Oriental Ballroom Salons 2-3

CEOs from some of the industry’s fastest-growing firms share their views on the trends that are reshaping how business gets done and the potential disruptions that lie ahead.

PANELISTS
Javier A. Baldor, CEO – BST Global
Bob Higgins, Chairman – Barge Design Solutions (ENR #167)
Mick Renshaw
, Founder and CEO – Trilon
Bret Weiss, President/CEO – WSB (ENR #134)

MODERATORS
Karen Erger, Senior Vice President & Director of Practice Risk Management – Lockton
Mark Goodale, Managing Principal – Morrissey Goodale

12:00pm – 1:45pm

Lunch
Mandarin Oriental Ballroom Salon 1 and Terrace

Continue your day dining and making valuable connections with industry executives and investors.

1:45pm – 2:00pm

Presentation of the 2025 Most Prolific and Proficient Acquirer Award
Mandarin Oriental Ballroom Salons 2-3

The Morrissey Goodale team will present the Most Prolific and Proficient Acquirer Award to this year’s recipient.

2:00pm – 3:15pm

AE and Environmental Industry M&A Trends and Valuations
Mandarin Oriental Ballroom Salons 2-3

Morrissey Goodale Principals Nick Belitz and Jon Escobar team up to bring you the latest M&A trends and deal prices – nationally and in the Southeast.

PRESENTERS
Nick Belitz, Principal – Morrissey Goodale
Jon Escobar
, CM&AA, Principal – Morrissey Goodale

3:15pm – 3:45pm

Networking Break
Mandarin Oriental Ballroom Foyer

3:45pm – 5:00pm

The 1000 Club
Mandarin Oriental Ballroom Salons 2-3

This panel brings together deal advisors and experts who between them have advised on over 1000 AE industry transactions to share their observations on the market, the emerging trends and terms they are seeing in deals in 2025, and their advice for buyers and sellers now.

PANELISTS (ADDITIONAL PANELISTS TO BE ANNOUNCED)
George E. Christodoulo, Partner – Lawson & Weitzen, LLP
Brendon Cussio, Principal – Morrissey Goodale
David M. Sullivan, Partner – PKF O’Connor Davies
Dominic Vitucci, CEO, SPRX Technologies

MODERATOR
Sarah Thornhill, Consultant – Morrissey Goodale

5:00pm – 6:00pm

Networking Reception 
Mandarin Oriental Ballroom Foyer

Continue your networking with cocktails and hors d’oeuvres.

7:00pm

Thursday Networking Dinners

On Thursday evening Morrissey Goodale Principals—Nick Belitz, Brendon Cussio, and Jon Escobar will each once again host small-group networking dinners at some of Miami’s most sought-after dining spots, including on the hotel property and in the nearby chic Brickell arts and culture neighborhood.

Space is limited, so register soon to reserve your place at the table!

Agenda

Friday, March 14, 2025 | Mandarin Oriental Miami
7:30am – 9:00am

Networking Breakfast 
Mandarin Oriental Ballroom Salon 1 and Terrace

Start your day with breakfast overlooking stunning Biscayne Bay and making valuable connections with industry executives and investors.

9:00am – 10:15am

Concurrent Panel Discussions

PANEL 1
Buyers and Sellers Share Their Stories
Hong Kong A
During this interactive panel discussion some of the industry’s most prolific and proficient acquirers will share best practices, what makes a successful acquisition and how they view the market in 2025. Recent sellers will recount their experiences and the lessons that they learned along the way.

PANELISTS
Kurt Bergman, Chief Executive Officer – PRIME AE Group (ENR #229)
Bruce Lilker, PE, LEED AP, WELL AP, Senior Client Executive, MEP – Healthcare and Education (New York) – IMEG (ENR #52) 
Michael J. Munn, PE
, President and Chief Executive Officer – McAdams (ENR #262)
Tracy Scott, Administrative Director for Florida – McAdams (ENR #262) (formerly CFO AVID Group)

MODERATOR
Nate Wentworth, Vice President – Morrissey Goodale

• • • • • • • • • • • •

PANEL 2
M&A Integration Best Practices/Cases
Bangkok A
This interactive panel discussion, with two of the industry’s most prolific acquirers and skilled integrators, will discuss how to unlock the potential of acquisitions through integration best practices and how to avoid common mistakes.

PANELISTS
Casey Bello, M&A Manager, Corporate Services – Terracon is the recipient of the 2023 Most Innovative Acquirer Award as part of the Morrissey Goodale Excellence in Acquisitive Growth Awards series.
Terracon (ENR #18)

Dan Huntington, SE, PE, CE, LEED AP, Executive Vice President, M&A Synergy Team – IMEG is the recipient of the 2023 Most Prolific and Proficient Acquirer Award as part of the Morrissey Goodale Excellence in Acquisitive Growth Awards series.
IMEG (ENR #52)

MODERATORS
David Thornhill, Vice President – Morrissey Goodale
Sarah Thornhill
, Consultant – Morrissey Goodale

• • • • • • • • • • • •

PANEL 3
Investing in the Industry: A Private Equity Perspective
Hong Kong B
This panel discussion will explore why the AE and environmental consulting industry are so attractive to Private Equity investors, explore what’s behind the over 120 Private Equity industry platform firms, why one quarter of the ENR Top 100 design firms have selected a capital structure that includes Private Equity, and what the next phase of Private Equity industry involvement looks like.

PANELISTS
Chris Dillon, Partner – BCP
Victoria Potter
, Principal – SkyKnight Capital

MODERATOR
Jon Escobar, Principal – Morrissey Goodale

10:15am – 10:45am

Networking Break
Mandarin Oriental Ballroom Foyer

10:45am – 11:30am

Concurrent Let’s Get Down to Business Workshops

WORKSHOP 1 
Seven Ways to Increase Your Firm’s Value in Seven Months

Hong Kong A
Learn the seven most impactful things you and your team can do to increase your firm’s value this year.

Your Let’s Get Down to Business coach:
Nate Wentworth, Vice President – Morrissey Goodale
Workshop 1 agenda >

• • • • • • • • • • • •

WORKSHOP 2
Strategy: Take time to work ON your business and not just IN your business
Bangkok A
Choose this workshop to learn (a) how to craft a plan to take your firm to the next level, and (b) the best practices to make your strategic plan a reality.

Your Let’s Get Down to Business coaches:
Rafael Barbosa, Director of Market Intelligence – Morrissey Goodale
Sarah Thornhill
, Consultant – Morrissey Goodale
Workshop 2 agenda >

• • • • • • • • • • • •

WORKSHOP 3
Ownership Transition:
Simple, not easy
– Bangkok B
Ready to secure your firm’s independent legacy?  This hands-on workshop is for leaders who want to understand internal ownership transition. Your expert coach will guide you through a series of exercises to assess your firm’s readiness, map out next-gen leadership, and decide if an internal transfer is right for you.

Your Let’s Get Down to Business coach:
Allie Tepper, Principal Advisor – Morrissey Goodale
Workshop 3 agenda >

• • • • • • • • • • • •

WORKSHOP 4
AI for the AE CEO: Making AI a competitive advantage for your firm
Hong Kong B
When you choose this workshop you’ll learn how to deploy AI and machine learning at your firm, internally and externally, for increased profits.

Your Let’s Get Down to Business coach:
Stafford Palmieri Sievert, Principal Advisor – Morrissey Goodale
Workshop 4 agenda >

The reviews are in:

“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)
“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)
“Fantastic presentation on historic, current, and projected market trends. The Morrissey Goodale Team did an excellent job explaining the acquisition process and through the use of panels, gave current and future buyers great insight.”
Parker Thompson
Associate Manager Integration, DCCM (ENR #130)
“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 optional, pre-scheduled meetings, opening reception and optional, pre-scheduled networking dinners on March 12, the full day of events, materials, reception and optional, pre-scheduled networking dinners on March 13, and breakfast and half day sessions on March 14.

Discounts & Event Policies

Engineering Registered Continuing Education Program

PDH Credit to be Awarded to Non-Florida Residents: up to 7.00
FBPE approved PDH Credit to be Awarded to Florida Licensed Engineers: 5.75

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