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 

Speakers & Panelists

Click here to be notified when new speakers and panelists are announced.

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Ernesto Aguilar
President & CEO
Ardurra Group (ENR #84)

Ernesto is a visionary leader and a seasoned professional engineer with 30+ years of …

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Javier A. Baldor
Chief Executive Officer
BST Global

Javier is Chief Executive Officer and a Principal Shareholder of BST Global. Javier …

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Rafael Barbosa
Consultant – Director of Market Intelligence
Morrissey Goodale

Rafael produces research that helps AE firm leaders make grounded assessments and …

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Nick Belitz, CVA
Principal
Morrissey Goodale

Nick heads Morrissey Goodale’s Advisory business. He and his team have successfully …

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

Casey Bello is the Manager of Mergers & Acquisitions of Terracon Consultants, Inc., an …

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Kurt Bergman
Chief Executive Officer
PRIME AE Group
(ENR #229)

Kurt brings over 30 years in the AEC industry across the design, build, operate, and …

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George E. Christodoulo
PARTNER
LAWSON & WEITZEN, LLP

George E. Christodoulo is a corporate lawyer who has spent over forty-five years in …

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Brendon Cussio
Principal
Morrissey Goodale

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

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Chris Dillon
Partner
BCP

Chris Dillon is a Partner at BCP. He serves as a member of the Investment Committee and …

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Karen Erger
Senior Vice President & Director of Practice Risk Management
Lockton

In her role as Director of Practice Risk Management, Karen provides risk management …

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Jon Escobar, CM&AA
Principal
Morrissey Goodale

Jon leads Morrissey Goodale’s full-service buy-side practice. He and his team help …

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Mark Goodale
Principal
Morrissey Goodale

Mark has served the AE industry for over 20 years in just about every management …

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Dan Huntington, SE, PE, CE, LEED AP
Executive Vice President
M&A Synergy Team
IMEG (ENR #52)
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.

Dan is a managing principal and IMEG Vice President overseeing the M&A Synergy Team with …

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Bruce Lilker, PE, LEED AP, WELL AP
Senior Client Executive
MEP – Healthcare and Education (New York)
IMEG (ENR #52)

Bruce Lilker is an executive principal of the firm and Senior Client Executive with …

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Megan Miller, CPSM
Director of Product Marketing
Deltek

Megan Miller is a director of product marketing for Deltek where she focuses on …

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Michael J. Munn PE
President and Chief Executive Officer
McAdams (ENR #262)

Mike Munn is the directional leader of McAdams, serving as president and chief executive …

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Tracy Scott
Administrative Director for Florida
McAdams (ENR #262)
(formerly CFO AVID Group)

Prior to being acquired by McAdams in November of 2024, Tracy was the CFO of AVID Group. …

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Stafford Palmieri Sievert
Principal Advisor

Stafford specializes in market research, strategic planning, and business development …

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David L. Pond
President & CEO
WK Dickson (ENR #373)
an Ardurra company

David joined WK Dickson as Executive VP and COO in 1985 and transitioned into the …

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Victoria Potter
Principal
SkyKnight Capital

Victoria joined SkyKnight Capital in 2024 as an investment team member. She is a member …

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Mick Renshaw
Founder and CEO
Trilon

Mick is the Founder and CEO of Trilon, a peoplefirst firm that brings together North …

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David M. Sullivan, Jr., CPA
PARTNER
PKF O’CONNOR DAVIES

David leads PKF O’Connor Davies’ Architecture & Engineering practice and represents …

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Allie Tepper
Principal Advisor
Morrissey Goodale

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

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David Thornhill
Vice President
Morrissey Goodale

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

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Sarah Thornhill
Consultant
Morrissey Goodale

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

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Bret Weiss
President/CEO
WSB

Bret Weiss is President and CEO of WSB, a design and consulting firm specializing in …

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Nate Wentworth, CVA, CM&AA, FMVA
Senior Consultant
Morrissey Goodale

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

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The reviews are in:

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)
“Really concise and practical advice on trends, as well as insight from both sides of the M&A coin. Extremely worthwhile for both new players and seasoned executives, a tricky sweet spot to find. Well done!”
Michael Farrell
Senior Vice President of Civil and Field Services, Ulteig Engineers, Inc. (ENR #116)
“The quality of content, attendees and symposium accommodations were really terrific. Morrissey Goodale only does it First Class!”
Scott Woerman
Vice President, Landau Associates, Inc. – Seattle, WA

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 9.50
FBPE approved PDH Credit to be Awarded to Florida Licensed Engineers: up to 8.50

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