March 20-22, 2024 | miami, fl

Southeast
M&A and Business
Symposium

Symposium Schedule

Wednesday, March 20
Concurrent Let’s Get Down to Business Workshops
Opening Reception
Thursday & Friday, March 21-22
Symposium Sessions & Networking
Location
Mandarin Oriental Miami in Miami, FL 

Agenda

Wednesday, March 20, 2024 | Mandarin Oriental Miami
4:00pm – 5:15pm

Concurrent Let’s Get Down to Business Workshops

Kick off your Symposium experience with one of our five, to-the-point, best-practice driven workshops designed to help you and your business get to where you want to be. Each workshop wraps up with a handy set of “next steps” for you to take back to your firm.

WORKSHOP 1
Business Valuation 101 and beyond
Learn how (and how not) to value your firm and why your M&A valuation will always be higher than your internal valuation.
View agenda >

Your Let’s Get Down to Business coach:
Nate Wentworth, Senior Consultant, Morrissey Goodale

WORKSHOP 2
Strategy: Take time to work ON your business and not just IN your business
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.
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Your Let’s Get Down to Business coaches:
Tricia Washington, Vice President, Morrissey Goodale
Sarah Thornhill, Consultant, Morrissey Goodale

WORKSHOP 3
Ownership Transition: Simple not easy
This is the workshop for firm leaders who want to (a) understand how to transfer ownership internally, and (b) the sequence of steps and activities required to pass the baton to the next generation.
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Your Let’s Get Down to Business coach:
Allie Tepper, Principal Advisor, Morrissey Goodale

WORKSHOP 4
Innovation: Making AI a competitive advantage for your firm
When you choose this workshop you’ll learn how to deploy AI and machine learning at your firm for increased profits.
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Your Let’s Get Down to Business coach:
Brendon Cussio, Principal, Morrissey Goodale
Gary McClure, Senior Consultant, Thrivence

WORKSHOP 5
Private Equity: What’s it all about and is it right for you?
Private Equity is changing the face of the industry, and the fortunes of many firms. Choose this workshop to demystify Private Equity and figure out if it makes sense for your firm.
View agenda >

Your Let’s Get Down to Business coach:
Nick Belitz, Principal, Morrissey Goodale

5:30pm – 7:30pm

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.

Sign up here to receive updates on the agenda including announcements about new panelists, speakers and sponsors!

Agenda

Thursday, March 21, 2024 | 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-10:15am

State of the Industry
Mandarin Oriental Ballroom Salons 2-3

This powerful opening session brings together the results of Deltek’s 44th Clarity Survey of AE and Environmental Firms (the most comprehensive financial and business survey of the industry), with proprietary Morrissey Goodale data and intelligence to paint a picture of how the industry is performing now in real-time. It’s a great way for you to benchmark your firm’s performance.

PRESENTERS:
Megan Miller, CPSM, Director, Product Marketing, Deltek
Nick Belitz, Principal, Morrissey Goodale

10:15am – 10:45am

Networking Break
Mandarin Oriental Ballroom Foyer

10:45am – 12:00pm

Future of the Industry ENR 500 CEO Panel
Mandarin Oriental Ballroom Salons 2-3

CEOs from four of the industry’s leading firms share their perspectives on where the industry is headed and debate the opportunities and risks that they see in the future.

PANELISTS:
Gary Bowman, Founder & CEO, Bowman Consulting Group (ENR #87)
Scott Cattran, Chairman & CEO, Woolpert (ENR #56)
Brian Curtin, CEO & Chairman of the Board, BRPH (ENR #279)
Kouhaila (Ki) Hammer, CPA, President & CEO, Ghafari (ENR #137)

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

12:00pm – 1:30pm

Lunch
Presentation of the of the 2024 Most Proficient and Prolific Acquirer Award

Mandarin Oriental Ballroom Salon 1 and Terrace

Take lunch while continuing your power networking with AE industry executives, investors and experts.

During lunch we’ll be recognizing and hearing from this year’s recipient of the industry’s Most Proficient and Prolific Acquirer Award.

1:30pm – 2:30pm

All-Star Buyers Best Practices Panel
Mandarin Oriental Ballroom Salons 2-3

Award recipients of the 2023 Excellence in Acquisitive Growth Series come together in this panel discussion to share the best practices that make them some of the best acquirers in the industry and describe how they are viewing the market in 2024.

PANELISTS:
Dan Huntington, SE, PE, CE, LEED AP, Executive Vice President, M&A Synergy Team,  IMEG (ENR #57)
IMEG was the recipient of the 2023 Most Proficient and Prolific Award

Daniel Powers, Senior Vice President, Corporate Development, TRC Companies (ENR #16)
TRC was the recipient of the 2023 Best Post-Transaction Performance Award ($50 million plus category)

Kristi Tahmasiyan, Principal, Director of Mergers & Acquisitions, Terracon (ENR #20)
Terracon was the recipient of the 2023 Most Innovative Acquirer Award

MODERATOR:
Katharine Van Leer, Consultant, Morrissey Goodale

2:30pm – 3:00pm

Networking Break
Mandarin Oriental Ballroom Foyer

3:00pm – 4:00pm

Sellers Best Practices Panel
Mandarin Oriental Ballroom Salons 2-3

Selling or recapitalizing your firm is one of the most important decisions that you can make. And you want to do it right. And you really only want to do it once. This panel discussion brings together CEOs from both the Southeast and nationally who have recently sold their firms to share their stories and answer your questions about what it takes to successfully sell or recapitalize your firm.

PANELISTS:
Ed Buck, CEO, Inwood Consulting Engineers – an Ardurra Company (ENR #89)
Ward Friszolowski, AIA, President, COO, Harvard Jolly | PBK
Jennifer Gould, Executive Coach, IMEG (ENR #57)

MODERATOR:
Sarah Thornhill, Consultant, Morrissey Goodale

4:00pm – 4:30pm

Networking Break
Mandarin Oriental Ballroom Foyer

4:30pm – 5:30pm

NEW FOR 2024! The Innovation Incubator for the AE Industry
Mandarin Oriental Ballroom Salons 2-3

You be the judge as five of the most innovative business startups from the Shadow Partners’ incubator program pitch their ideas from the stage. Who knows, maybe your firm will end up investing in or acquiring one of them.

FACILITATORS:
Jeff Echols, Senior Advisor, Innovation Evangelist, Shadow Partners
Brendon Cussio, Principal, Morrissey Goodale

5:30pm – 7:00pm

Networking Reception 
Mandarin Oriental Ballroom Foyer

Continue your networking and discussions as you enjoy an open bar and hors d’oeuvres’.

Sign up here to receive updates on the agenda including announcements about new panelists, speakers and sponsors!

Agenda

Friday, March 24, 2024 | 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 – 10:00am

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 transactions to share their observations on the market, the emerging trends and terms they are seeing in deals in 2024, and their advice for buyers and sellers now.

PANELISTS:
George E. Christodoulo, Partner – Lawson & Weitzen, LLP
Brendon Cussio, Principal, Morrissey Goodale
David M. Sullivan, Partner – PKF O’Connor Davies

MODERATOR:
Katharine Van Leer, Consultant, Morrissey Goodale

10:00am – 10:30am

Networking Break
Mandarin Oriental Ballroom Foyer

10:30am to 11:45pm

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

In this moderated discussion, Nick Belitz and Jon Escobar of Morrissey Goodale share their observations on the M&A market in 2024 and reveal where valuations are now (and where they’re headed).

PANELISTS:
Nick Belitz, Principal, Morrissey Goodale
Jon Escobar, Vice President, Morrissey Goodale

MODERATOR
Sarah Thornhill, Consultant, Morrissey Goodale

11:45 PM – NOON

Closing remarks

NOON – 1:30

Confidential consulting sessions with the Morrissey Goodale team

Schedule time with one of the Morrissey Goodale team to confidentially discuss your business, strategy, M&A, ownership transition, business exit, or innovation questions.

Sign up here to receive updates on the agenda including announcements about new panelists, speakers and sponsors!

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 #226)
“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 #323)
“The MG team were well prepared and strong presenters. Content was relevant.”
Michael Hein
CEO, The HFW Companies – St. Louis, MO (ENR #281)
“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 #79)
“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 #129)
“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 #28)

Register Now

Your registration fee includes the business workshops and opening cocktail reception on March 20, the full day of events, materials and reception on March 21, and breakfast and half day sessions on March 22.

Discounts & Event Policies

Engineering Registered Continuing Education Program

PDH Credit to be Awarded to Non-Florida Residents: 8.25
FBPE approved PDH Credit to be Awarded to Florida Licensed Engineers: 7.25

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