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

Speakers & Panelists

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

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John H. Baker III
Chairman & CEO
Thompson Holdings (ENR #200)

As Chairman and CEO of Thompson Holdings, John Baker is responsible for executing the …

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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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Darren S. Black, J.D.
National Professional Services Practice Leader
Risk Strategies

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

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Nick Belitz, CVA
Principal
Advisory Services
Morrissey Goodale

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

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George E. Christodoulo
PARTNER
LAWSON & WEITZEN, LLP

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

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Neil Churman
PRESIDENT
WOOLPERT (ENR #47)

President Neil Churman is responsible for the development and execution of Woolperts …

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Cristina Criado
Vice President and Principal
Dunaway
(formerly President/CEO, CRIADO & Associates)

Cristina Criado is a Vice President and Principal in Dunaway’s Dallas office. Her …

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Brendon Cussio
Principal
M&A ADVISORY, SELL-SIDE PRACTICE
MORRISSEY GOODALE

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

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Lisa Elster
Consultant
Morrissey Goodale

Lisa is a M&A professional serving the engineering, architecture, planning, and …

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Jon Escobar, CM&AA
Principal
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 …

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Daniel Forguson, CVA, CPA
Chief Financial Officer
The HFW Companies

Daniel is a founding partner and serves as Chief Financial Officer, working closely with …

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Andra Kidd
CEO
SPHEROS ENVIRONMENTAL

Andra is the CEO at Spheros Environmental, an environmental and sustainability …

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Michel Maksoud
Sr. Director, Texas Operations
Gannett Fleming
(formerly CEO, DEC)

In March of 2024, storied Texas water and infrastructure engineering firm DEC became …

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Gary McClure
Senior Consultant
Thrivence

Gary McClure is a senior consultant with Thrivence. Gary has more than 30 years …

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Megan Miller
DIRECTOR OF PRODUCT MARKETING
DELTEK

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

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Mick Morrissey
MANAGING PRINCIPAL
MORRISSEY GOODALE

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

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Dr. Ray Perryman
PRESIDENT AND CEO
THE PERRYMAN GROUP

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

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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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Alexander (“Allie”) Tepper, PhD
Pricipal Advisor
Morrissey Goodale

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

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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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Katharine Van Leer
CONSULTANT
MORRISSEY GOODALE

Katharine is a skilled consultant who specializes in the architecture, engineering, …

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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:

“A well organized and informative symposium which provided valuable and up to day information about the AEC industry and what lies ahead.”
Jamie Johnson
Founder and CEO, Signal Hill Equity Partners
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 symposium went by very quickly given the engagement of the participants. Great jdob Morrissey Goodale!”
Frank Ricciardi
CEO, Weston & Sampson (ENR #142)
“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.”
Jonathon Zabrocki
President, Robinson Engineering, Ltd (Frankfort, IL)
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)

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.

Discounts & Event Policies

Engineering Registered Continuing Education Program

Earn 8.75 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