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

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Sanjay Agrawal, PE, SE
Chief Executive Officer
AG&E

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

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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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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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Chad Brown
Chief Executive Officer
Thompson Holdings (ENR #129)

Chad R. Brown serves as CEO of Thompson Holdings, the parent company of four …

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LaShae Baskin
Chief Executive Officer
MOREgroup (ENR #108)

LaShae Baskin is the Chief Executive Officer of MOREgroup, a family of architecture, …

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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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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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Matthias David, FMVA
Consultant
Morrissey Goodale

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

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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
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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Russell Iorio
Managing Director, Corporate Development
Trinity Consultants
(2024 Excellence in Acquisitive Growth Award Recipient)

Russell is a senior corporate development, M&A, and strategy executive with a …

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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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Alison Ritterbusch
Director of Integration
Trinity Consultants
(2024 Excellence in Acquisitive Growth Award Recipient)

Alison is a senior leader with 25+ years of M&A integration, strategic program …

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Carl Shaw
Executive Vice President
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 …

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Carrie Stokes, PE
CEO and President
Barge Design Solutions (ENR #160)

Carrie Stokes, PE, is the Chief Executive Officer and President at Barge Design …

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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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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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Nate Wentworth, CVA, CM&AA, FMVA
Vice President
Morrissey Goodale

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

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The reviews are in:

“The Symposium was excellent, and the topics and information provided were highly relevant to our current business climate.”
Raul Aviles
CEO, Otak (ENR #207)
“Wonderful event with A LOT of valuable industry specific information!”
Ashley Forslund
Business Manager, Chord Design Studio
“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 #119)
“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 #291)
“The Morrissey Goodale team hit the mark – great content, great presenters, great venue!”
Jason Fralick
President, Herbert Rowland & Grubic, Inc. (ENR #340)
“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 #291)
“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

Register Now

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.

Discounts & Event Policies

Engineering Registered Continuing Education Program

Earn up 7 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