2024 Southeast M&A and Business Symposium – Registration

March 20-22, 2024 | miami, fl

Southeast
M&A and Business
Symposium

Registration

Early bird pricing in effect until midnight eastern 12/22/23

Number of Employees in Your Firm	Early Bird Registration Price
Pricing for AE and environmental firm CEOs, executives, owners, and managers is based on firm size:
50 employees or less	$1,100
Over 50 employees and less than 250	$1,950
250 employees and above	$2,250
Pricing for Industry Investors/Financial Sponsors:	$2,250

Click here for ACEC Member Discounts & Event Policies

AE industry vendors, advisors or consultants click here for pricing and policies.

Personal Information

Event Information

Billing Information

Confirmation

Personal Information

Name(Required)

First Last

NICKNAME

(as it should appear on Badge/Attendee List if different from First Name)

EMAIL ADDRESS(Required)

JOB TITLE(Required)

COMPANY(Required)

ASSISTANT'S EMAIL ADDRESS

WEBSITE(Required)

Address / Contact Information

Address(Required)

Address 2

City(Required)

State / Province(Required)

Zip / Postal Code(Required)

Country(Required)

PHONE NUMBER(Required)

Phone Type(Required)

Business

Mobile

Emergency Contact(Required)

Emergency Contact Phone(Required)

Please note any dietary restrictions below

Business Information

Headquarters City(Required)

Headquarters State / Province(Required)

Firm Type (select the option that most closely represents your firm)(Required)

# Employees(Required)

What is your firm’s capitalization model? (choose the one that best describes your capitalization)(Required)

EE – You are an AE or Environmental firm, are employee- or management-owned, and do not have an ESOP.
ESOP – You are an AE or Environmental firm with an ESOP or partial ESOP.
PE/FO – You are an AE or Environmental firm that has either a minority or majority investment from a private equity firm or a family office.
P – You are a publicly traded AE or Environmental firm
Financial Sponsor – Your firm is a financial sponsor or industry investor – either private equity or family office.
O – Other – Your firm does not meet any of the definitions above

Answers to the following questions will be kept confidential and aggregated with the responses of other attendees.

1. What’s the outlook for your firm in 2024 – better, worse or the same as 2023?

2. What’s the biggest challenge facing your firm in 2024?

3. What’s the greatest unmet/ untapped opportunity for your firm?

4. Are you planning to make an acquisition in 2024?

5. Are you planning to sell or recapitalize in 2024?

6. Will you generate revenues through digital products and/or digital service offerings in 2024?

7. Are you using AI in your business?

Please describe how you are using AI.(Required)

8. What services or solutions – if any- are your clients requesting of your firm now that they have not requested in the past?

Event Information

I plan to attend one of the Workshops on Wednesday, March 20th at 4:00pm – 5:15pm(Required)

Choose Your Workshop:(Required)

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.

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.

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.

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.

Your Let’s Get Down to Business coach:
Brendon Cussio, Vice President, Morrissey Goodale

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 make’s sense for your firm.

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

I plan to attend the Opening Reception on Wednesday, March 20th at 5:30pm – 7:30pm(Required)

Yes

Maybe

I plan to attend the Networking Reception on Thursday, March 21st at 5:30pm – 7:00pm(Required)

Yes

Maybe

While in Miami, I would like to plan ahead and schedule a confidential meeting with one of the Morrissey Goodale team.

Corinne McCanse, Vice President, Events, will reach out to you directly regarding team’s availability from Wednesday afternoon through Friday afternoon.

Billing Information

Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Credit Card

Card Details

Cardholder Name