October 21-23, 2025 | Houston, TX
Texas and the South
M&A and Business Symposium
Symposium Schedule
Tues, Oct 21
Concurrent Business Workshops
Confidential CEO Meetings
Opening Reception
CEO Networking Dinners
Wed, Oct 22
General Sessions
Reception
CEO Networking Dinners
Thu, Oct 23
Keynote Presentation by Dr. Ray Perryman
Concurrent M&A and
Capitalization Panels
The Post Oak Hotel at Uptown Houston, TX
Speakers & Panelists

AG&E
As a founding member of AG&E, Sanjay brings over three decades of experience as a …

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

Risk Strategies
Since 1997, Darren S. Black has leveraged his experience as a litigator and coverage …

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

Thompson Holdings (ENR #129)
Chad R. Brown serves as CEO of Thompson Holdings, the parent company of four …

MOREgroup (ENR #108)
LaShae Baskin is the Chief Executive Officer of MOREgroup, a family of architecture, …

Advisory Services
Morrissey Goodale
Nick leads firm-wide Advisory Services. He and his team assist clients with a full range …

LAWSON & WEITZEN, LLP
George E. Christodoulo is a corporate lawyer who has spent over forty years in private …

M&A ADVISORY, SELL-SIDE PRACTICE
MORRISSEY GOODALE
Brendon leads the firm’s sell-side practice. He and his team have initiated and …

Morrissey Goodale
Matthias David is a Consultant with Morrissey Goodale, supporting the firm’s mergers …

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

M&A ADVISORY, BUY-SIDE PRACTICE
MORRISSEY GOODALE
Jon leads the firm’s buy-side practice. He and his team have initiated and advised on …

Trinity Consultants
(2024 Excellence in Acquisitive Growth Award Recipient)
Russell is a senior corporate development, M&A, and strategy executive with a …

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

MORRISSEY GOODALE
For the past 25 years, Mick has been advising U.S. and global AE & Environmental firm …

THE PERRYMAN GROUP
Dr. Ray Perryman, the founder and CEO of The Perryman Group, has guided clients, …

Trinity Consultants
(2024 Excellence in Acquisitive Growth Award Recipient)
Alison is a senior leader with 25+ years of M&A integration, strategic program …

LJA Engineering
(Houston, TX) (ENR #52)
(One of the 10 Movers and Shakers to Watch in 2025)
Carl leads LJA’s Corporate Business Solutions team, which provides accounting, human …

Barge Design Solutions (ENR #160)
Carrie Stokes, PE, is the Chief Executive Officer and President at Barge Design …

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

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

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

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

Morrissey Goodale
Nate is an experienced management consultant with a demonstrated track record in mergers …
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Your registration fee includes opening reception on October 21, the full day of events, materials, reception on October 22, and breakfast and half day sessions on October 23.

Engineering Registered Continuing Education Program
Earn up 7 Professional Development Hours
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