2025 Southeast M&A and Business Symposium – Registration Waitlist

Highlights

Agenda

Speakers & Panelists

Attendee List

Hotel/Venue

March 12-14, 2025 | miami, fl

Southeast
M&A and Business
Symposium

Event Registration

Pricing

Registration: $3,100

Click here for ACEC Member Discounts & Event Policies

AE industry vendors, advisors or consultants click here for pricing and policies.
If you would like to register multiple attendees from your firm contact Corinne McCanse at [email protected]

Personal Information

Event Information

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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 – You are an AE or Environmental firm that has either a minority or majority investment from a private equity firm or similar.
P – You are a publicly traded AE or Environmental firm
Financial Sponsor – Your firm is a financial sponsor or industry investor.

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 2025 – better, worse or the same as 2024?(Required)

2. What’s the biggest challenge facing your firm in 2025?(Required)

3. What market or sector do you see driving the most growth for your firm in 2025?(Required)

4. Are you planning to make an acquisition in 2025?(Required)

5. Are you planning to sell or recapitalize in 2025?(Required)

6. Will you generate revenues through digital products and/or digital service offerings in 2025?(Required)

7. Are you using AI in your business?(Required)

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?(Required)

9. What are you budgeting for raises this year?(Required)

10. Will your total staff and management bonuses be about the same as, less than, or more than 2024?(Required)

Event Information

I would like to schedule a confidential one-on-one meeting with one of the Morrissey Goodale consultants(Required)

What would you like to discuss in the meeting?(Required)

One-on-one meetings will be scheduled for the afternoon of Wednesday, March 12. Corinne McCanse, Vice President Events will reach out to you directly to schedule your meeting.

I plan to attend the Opening Reception on Wednesday, March 12th, from 5:30 PM to 7:00 PM(Required)

Yes

I would like to join the waitlist at one of the Networking Dinners on Wednesday, March 12th, 7:30 PM (Space is limited and currently full)(Required)

Corinne McCanse, Vice President, Events, will reach out to you directly if a spot becomes available about two weeks before the event.

I plan to attend the Networking Reception on Thursday, March 13th, from 5:00 PM to 6:00 PM(Required)

Yes

I would like to join the waitlist at one of the Networking Dinners on Thursday, March 13th, 7:00 PM (Space is limited and currently full)(Required)

Corinne McCanse, Vice President, Events, will reach out to you directly if a spot becomes available about two weeks before the event.

I plan to attend a Panel Discussion on Friday, March 14th, from 9:00 AM – 10:15 AM(Required)

Select your Panel Discussion:(Required)

Panel
Buyers and Sellers Share Their Stories

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, Senior Consultant, Morrissey Goodale

Panel
M&A Integration Best Practices/Cases

This interactive panel discussion will discuss how to unlock the potential of acquisitions through integration best practices and how to avoid common mistakes.

Panelists:
Casey Bellow, 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
Investing in the Industry: A Private Equity Perspective

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: (Additional panelists to be announced)
Chris Dillon, Partner – BCP
Victoria Potter, Principal – SkyKnight Capital

Moderator:
Jon Escobar, Principal, Morrissey Goodale

I plan to attend a Workshop on Friday, March 14th, from 10:45 AM to 11:30 AM(Required)

Select your Workshop:(Required)

Workshop
Seven Ways to Increase Your Firm’s Value in Seven Months

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, Senior Consultant, Morrissey Goodale

Workshop
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:
Sarah Thornhill, Consultant, Morrissey Goodale
Rafael Barbosa, Director of Market Intelligence – Morrissey Goodale

Workshop
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
AI for the AE CEO: 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, internally and externally, for increased profits.

Your Let’s Get Down to Business coach:
Stafford Palmieri Sievert, Principal Advisor, Morrissey Goodale

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