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October 16-18, 2024 | Houston, TX
Texas and the South
M&A and Business Symposium
Symposium Schedule
Wednesday, October 16
Concurrent Let’s Get Down to Business Workshops
Opening Reception
Thursday & Friday, october 17-18
Symposium Sessions & Networking
Location
The Post Oak Hotel at Uptown, Houston, Texas
Read what past Symposium attendees had to say
“I thought I kept a pretty close watch of the industry trends – it turns out there is a lot more complexity to what is happening, and this was a great conference to help sort it all out.”
Jonathan Zabrocki, President, Robinson Engineering, Ltd
Frankfort, IL
“The Symposium was excellent, and the topics and information provided were highly relevant to our current business climate.”
Raul Aviles, CEO, Otak
Portland, OR (ENR #207)
“Excellent event.”
Paul Greywall, President and CEO, Trinity Consultants
Dallas, TX
“This was my first M&A event and thought it was of high quality, from attendees, to panels, to networking and the MG team! ”
Todd Helmer, CEO, THA Consulting, Inc.
Blue Bell, PA
“The MG Team has done it again. The addition of the Business Incubator and the expansion of the “Let’s get Down to Business” workshops on top of the opportunity to network with personnel on both sides of the deals made for a great week. ”
Kurt C. Bergman, President and CEO, PRIME AE Group, Inc.
Baltimore, MD (ENR #229)
“The Symposium agenda was very well thought out – the perfect combination of agenda items and networking time. Definitely worth the investment of two days of my time! ”
Bryan Pate, CEO, InSite Engineering LLC
Hoover, AL
“A well organized and informative symposium which provided valuable and up-to-date information about the AEC industry and what lies ahead.”
Jamie Johnson, Founder and CEO, Signal Hill Equity Partners
Toronto, Ontario
“The symposium was a great mix of content relative to M&A metrics, industry, KPIs, and networking with leaders of peer companies. The content was balanced, current, helpful, and informative and the conference went by very quickly given the engagement of the participants, Great Job Morrissey Goodale! ”
Frank Ricciardi, CEO, Weston & Sampson
Reading, MA (ENR #140)
“First time attending. I was encouraged by how many repeat attendees I met along with other first-timers. A great venue, relevant material, and a balanced mix of business owners and investors. ”
Matthew Markee, President, Aegis Environmental
Richmond, VA
“This was really well done. The content and networking were spot on. ”
Dave Witsken, CEO, Universal Engineering Sciences (UES )
Orlando, FL (ENR #34)
“I found the conference both informative and enjoyable. The balance between session and networking time was just right.”
Anthony F Naccarato, PE, SE, Chairman & CEO, O’Donnell & Naccarato Structural Engineers
Philadelphia, PA
“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, the Symposium attracts top shelf industry players together for beneficial networking. ”
Jon Kramer – President and CEO, OHM Advisors
Livonia, MI
“The variety of timely topics, pacing of the presentations, insights from the panels and opportunity for networking resulted in time well spent.”
Scott Murphy, President and CEO, Morrison-Maierle
Helena, MT (ENR #311)
“Well done on all counts. From current M&A data to expert opinions to networking, there was a ton of actionable information.”
Mike Blankinship, President, Blankinship & Associates
Davis, CA
“Excellent program and fantastic opportunities to connect with so many quality people. This was time very well spent. Thank you.”
Chad Coleman, President, Coleman Engineering
Roseville, CA
“The symposium was very informative and it’s obvious the Morrissey Goodale folks have a thorough understanding of our industry.”
William Walker, President, The WLB Group
Tucson, AZ
“I enjoyed the unique information provided on M&A activity and related multiples. Much better information than others are presenting. It was also a very high quality of attendees and everyone was open to conversation and sharing their experiences.”
Steve Winchester, Chief Executive Officer, Harris & Associates
Concord, CA
“Well organized, MG speakers were excellent with the right amount of humor mixed in with serious subject matter.”
Kenneth Puncerelli, CEO, LAI Design Group
Greenwood Village, CO
“It was a great learning experience for me as a new owner of a small firm. I gained a lot of insight and met some wonderful contacts.”
Joshua Cheatham, President/CEO, Furtado & Associates
Seattle, WA
“Great location. Great gathering of Industry leaders. Excellent dialogue and exchange of information. Well done!”
Todd Kenner, President and CEO, RESPEC
Rapid City, SD
“Rich, informative content combined with key industry leaders in the room. Morrissey Goodale brings it all together and helps makes sense of the trends and forces shaping our industry.”
Mike Carragher, CEO & President, VHB
Watertown, MA (ENR #62)
“Very informative and well-run event. I would highly recommend.”
Daryl Benkendorfer, President, Benkendorfer+Associates
Austin, TX
“This symposium provided valuable information and networking opportunities. Essential for business owners and management.”
Peggy Carrasquillo, President, KT Civil
Austin, TX
“The Morrissey Goodale event is the perfect combination of a room full of leaders, decision makers, and entrepreneurs with deep industry experience, succinct presentations of critical forecasts and market trends, and fun! A perfect sized attendee group in a stellar venue to naturally network and have meaningful conversations.”
Carla Johnson, CEO, EarthvisionZ
Colorado Springs, CO
“Morrissey Goodale does a great job of tailoring the panel discussion questions to issues that really matter in mergers and acquisitions.”
Chris Young, CEO, Plummer
Fort Worth, TX (ENR #338)
“The Morrissey Goodale team did a wonderful job conducting this symposium. I highly recommend it!”
Thomas Stonebruner, CEO, TKDA
St. Paul, MN
“No one in the AE M&A industry provides more relevant, up to date information, presented in a clear and concise format than Morrissey Goodale.”
Daniel A Summers, President, BSSW Architects, Inc.
Ft. Meyers, FL
“Appreciate the conference, well done and very informative: made new contacts as well. ”
Dikran Kalaydjian, President, Land & Water Engineering Science
St. Petersburg, FL
“The Symposium was an excellent event with ample networking, education and real-world examples of M&A experience. I greatly enjoyed it! ”
Frank Ricciardi, CEO, Weston & Sampson
Reading, MA (ENR #140)
“The Morrissey Goodale team hit the mark – great content, great presenters, great venue! ”
Jason Fralick, P.E. President, Herbert, Rowland & Grubic, Inc.
Harrisburg, PA
“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
Cary, NC (ENR #306)
“The MG team were well prepared and strong presenters, and the content was relevant.”
Michael Hein, CEO, The HFW Companies
St. Louis, MO
“It was very educational. ”
Giti Zarinkelk, President, Zarinkelk Engineering
Houston, TX
“Great speakers and presentations with timely insights into industry trends. Must attend to anyone considering M&A as part of their succession planning.”
John A Bologna, PE. President/CEO, Coastal Engineering Company, Inc.
Cape Cod, MA
“The overview of M&A Trends and presentations on Deal Pricing and Valuations, Deal Structuring and Deal Closing were excellent. They provided great detail while still being entertaining. Excellent speakers! ”
John Carrato, CEO, Alfred Benesch & Company
Chicago, IL
“The whole event was refreshingly different, right from the start with the reception hosted by Mick Morrissey and Mark Goodale the evening prior to the actual seminar. It allowed for the CEO’s of various organizations—along with their spouses—to mingle in an informal setting to set the stage for a more structured seminar the following day. The seminar itself was very well managed by Mick and Mark, which allowed all CEO’s and other leaders to freely exchange ideas and trends in their respective industries and learn from each other. I made several valuable connections at the event.”
Sanjay Agrawal, PE, SE, President, AG&E Structural Engenuity
Addison, TX
“This event exceeded my expectations. The peer roundtables discussing industry issues and strategies to navigate them was invaluable.”
Jim Canfield, President/CEO, WithersRavenel, Inc.
Cary, NC (ENR #306)
“The forum was the third for me and each one gets even better then the last. The interactive format and the quality of the attendees makes it a learning experience and networking event that can’t be matched. ”
Michael D. Carroll, PE, President & CEO, CHA
Albany, NY
“Mick and Mark consistently assemble a diverse group of highly engaged leaders for the annual event. It is time well spent at a unique venue discussing today’s relevant topics with other CEO’s and creating meaningful friendships within our A/E/C industry.”
Brian Curtin, President & CEO, Chairman of the Board, BRPH Architects & Engineers
Melbourne, FL
“I continue to appreciate the unique conference format offered by Mick and Mark. I gained several nuggets of wisdom that can be applied immediately and developed new relationships with industry thought leaders. Thank you! ”
Doug Jaeger, President & CEO, Ulteig Engineers
South Fargo, ND (ENR #116)
“The open dialogue and exchange of ideas is good for our industry. I appreciate the way Mick and Mark facilitate the session.”
Sam McCachern, CEO & President, Thomas & Hutton
Savannah, GA
“Morrissey Goodale provided a wonderful opportunity for industry leaders to candidly exchange ideas, concerns, means to achieve goals. Everyone was open, collaborative and engaged. A not to be missed event.”
Judith Mondre, President, Mondre Energy, Inc.
Philadelphia PA
“Great event! Always nice to meet other CEO’s, discuss common issues, and realize we face similar challenges. Morrissey Goodale always facilitates good discussions and is an excellent host!”
Tom Stoneburner, President/CEO, TKDA
St. Paul, MN
“Great opportunity for networking and exchanging ideas with other CEOs.”
Ernesto Aguilar, PE, President & CEO, Ardurra
Tampa, FL
“The Symposium was well organized and provided valuable information. It provided panel discussions for potential selling forms and potential acquiring firms and several networking times. It was time well spent. ”
Cos Roberts, President, Urban Tech Systems
Seattle, WA
“Informative. Great buyer panel. Superior contacts.”
Randall O’Dell, President, O’Dell Engineering, Inc.
Modesto, CA
“The Symposium was fantastic. The knowledge that was shared gave me a much better understanding of what the M&A process is – and some of the things to look out for along the way. I walked away a much more informed business owner. ”
Hollice Stone, President, Stone Security Engineering
New York, NY
“Very informative. Authoritative and experienced speakers. Great interactive sessions.”
Dan Chandler, President, Managing Principal, OAC Services, Inc.
Seattle, WA
“I enjoyed the symposium. The discussions on best practices and current trends were very timely information for us.”
Marsh Lavenue, President & CEO, INTERA
Austin, TX
“Morrissey Goodale’s Symposiums offer the most relevant insights into the industry and the A/E/C market. They should not be missed.”
Kristi Tahmasiyan, Director of M&A, Terracon Consultants, Inc.
Olathe, KS (ENR #18)
“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 calibre of people who attended.”
David Luscombe, Group Executive – M&A and OGF, GHD
Brisbane, Australia (ENR #27)
“The Symposium is an absolutely great source of industry information, and an excellent place to collaborate with peers in our industry.”
Dan Huntington, Executive Vice President, IMEG Corp
Rock Island, IL (ENR #52)
“This was a great symposium to learn about the M&A process. There was a wealth of information shared. It was informative to hear the presenters from both sides speak about their experiences.”
Gail Baker, Principal & COO, DTR Consulting
Roseville, CA
“The Morrissey Goodale symposiums is a must for any A&E from owner looking for a strategic guide for exit strategy game.”
Timothy Bonura, Managing Partner, All South Consulting Engineers
Metarie, LA
“Outstanding event filled with great content and insightful speakers.”
Jeff Peacock, Board Chair, Parametrix
Berkeley, CA (ENR #143)
“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
Calverton, MD (ENR #480)
“Always useful information, for the buyer, the seller, or anyone who needs to understand the state of the industry.”
Sean M. O’Hara, Founder, EVstudio
Denver, CO
“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
“I gained a lot of insight from this conference. Good information on M&A trends and nice panel discussions. Well worth the time!”
Neil Dobler, SVP/Director, Bartlett & West, Inc.
Topeka, KS (ENR #258)
“Great information and networking event in a great setting.”
Mike Scipione, Chief Development Officer, Weston & Sampson
Reading, MA (ENR #140)
“The Symposium is a great way to connect and share with other business- and strategic-minded leaders in and outside the AE industry and share successes, lessons learned, and processes in M&A. Thanks to the Morrissey Goodale people for sharing your first-class knowledge in the M&A world and being hospitable and welcoming hosts! This Symposium is a must for growth leaders.”
Brock Storrusten, Chief Strategy Officer, WithersRavenel
Cary, NC (ENR #306)
“The Morrissey Goodale team did a great job putting together a program that was right on topic for both buyers and sellers.”
Jon Kessler, Director of Strategic Development, Gannett Fleming
Camp Hill, PA (ENR #29)
“As always Morrissey Goodale team never disappoint, the agenda was lively, the speakers were insightful and the venue was excellent. Mick and his team are the best in the business.”
Gary H. Elzweig, P.E., F.ASCE, Vice Chairman and Chief Strategy Officer, Universal Engineering Sciences (UES )
Orlando, FL (ENR #34)
“The MG team does an excellent job putting on a top notch event. Kudos to everyone at Morrissey Goodale.”
Mike Martin, Sr. Vice President, Merrick & Company
Denver, CO (ENR #99)
“Kleinfelder has benefited by sending several of our executive team members to various regional symposiums. The knowledge gained and networking are extraordinary.”
Jay Clare, Senior VP, Strategic Growth, Kleinfelder Group
San Diego, CA (ENR #45)
“This symposium is a must for all A/E leaders interested in buying or selling a firm. It is a very efficient and fun way to meet a lot of people in our space and catch up on important M&A trends. I would not miss it.”
Michael L. Davis Senior Vice President/Chief Strategy Officer, WGI
West Palm Beach, FL (ENR #171)
“As always the conference was first class and lots of great attendees. Very informative and even though I have been involved in M&A for 20+ years I learned 2 new trends that we will use in future transactions. So many opportunities built in for networking was a plus also.”
Jim Tull, CFO, Crafton Tull
Fayetteville, AR (ENR #412)
“The quality of content, attendees and conference accommodations were really terrific. Morrissey Goodale only does it First Class!”
Scott Woerman, Vice President, Landau Associates, Inc.
Seattle, WA
“I primarily attended to learn and connect with peers in the industry regarding strategy and innovation and the symposium hit the mark. I made several great connections that will continue throughout my professional career. It was a great group of high-level individuals within our industry sharing best practices for firm success. Thanks!”
Russ Sanford, Chief Growth Officer, Kleinschmidt Associates
Pittsfield, ME
“The Morrissey Goodale team put together a first-class event. They have struck a wonderful balance between state of the industry updates, M&A education, and networking that is beneficial for a wide variety of A&E professionals. I would highly recommend this event to anyone who is looking to further develop their M&A knowledge.”
Johnny Heller, Vice President, Commercial Development, Trilon Group
Denver, CO
“The Symposium was a great networking event and the presentations were led knowledgeable industry leaders with useful information. Always a great event.”
Al Baysek, AG&E, Chief Strategy Officer
Addison, TX
“The M&A Symposium is an exceptional well-rounded education from both the buyer and seller perspective. I would recommend any firm trying to determine their growth strategy to attend. The panelists on today’s hot topics as well as the networking opportunities were invaluable.”
Caitlin Muradian, CFO/Partner, Teter
Fresno, CA
“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!”
Robin V Cibrano, AIA, Executive Director – Office Strategies, CannonDesign
New York, NY (ENR #72)
“I believe the conference was well done and very informative. As a buyer of firms it gave me good insight into trends and expectations. Nicely done.”
Ken Hanifan, Vice President, Westwood Professional Services, Inc.
Plano, TX (ENR #83)
“Great sessions on M&A from both the buyers and the sellers. Learned and lot and shared with others on the state of the A/E industry.”
Kart Vaith, PE, Chief Strategy Officer, Ardurra Group Inc.
Miami, FL (ENR #84)
“The best networking and business development event I’ve been to in years.”
Ryan Suydam, CXO, ClientSavvy
Middlesex, NC
“The event was well organized, the content was refreshing and there were plenty of opportunities for networking.”
Angie Edwards, CFO, HGA Architects and Engineers
Boston, MA
“Great event – good information and great platform for networking / learning more.”
Todd Young, Sr., VP and CFO, CMT
Springfield, IL
Register Now
Your registration fee includes the business workshops and opening cocktail reception on October 16, the full day of events, materials and reception on October 17, and breakfast and half day sessions on October 18.
Engineering Registered Continuing Education Program
Earn up to 9.25 Professional Development Hours
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