Western States
M&A and Business Symposium

One-on-One meetings with Morrissey Goodale Consultants

Got a question about strategy? Or how to improve your bottom line? Want to know what’s next with industry M&A? Or how to value your firm? Schedule your 30-minute, confidential, one-on-one in-person meeting with one of our consultants. Our team will be happy to answer and all questions that you have. (Exclusively for firm CEOs, Presidents, Chairmen, and Managing Principals/Partners)

Opening Reception
Margaux 2

Networking never felt so good. Make new connections and get reacquainted with others as you enjoy an open bar and hors d’oeuvres before heading out into the night to enjoy everything that Las Vegas has to offer.

Wednesday CEO Networking Dinners

On Wednesday evening network with your CEO peers and join one of our principals—Nick Belitz, Brendon Cussio, or Jon Escobar—as they host fun, small-group dinners on the Strip. (Dinners are available only for firm CEOs, Presidents, Chairmen, and Managing Principals/Partners.)

Space is limited, so register soon to reserve your place at the table!

Networking Breakfast 
Mouton 1

Start your day with breakfast and make valuable connections with industry executives and investors.

Concurrent Panel Discussions

PANEL 1
Buyers Share Their Market Outlook and Best Practices
Palmer 1
During this interactive panel discussion some of the industry’s most prolific and proficient acquirers will share their outlook on the market for 2025, what they look for in a seller, and the best practices that they are using to drive better non-organic growth.

PANELISTS (ADDITIONAL PANELISTS TO BE ANNOUNCED)
Tony Kreis, Chief Development Officer – Stratus
Tom Secker, Chief Corporate Development – Trilon

MODERATOR
Matthias David, FMVA, Consultant – Morrissey Goodale

• • • • • • • • • • • •

PANEL 2
M&A Integration Best Practices/Cases
Palmer 2
This interactive panel discussion, with some of the industry’s most prolific acquirers and skilled integrators, will discuss how to unlock the potential of acquisitions through integration best practices and how to avoid common mistakes.

PANELISTS (TO BE ANNOUNCED)

MODERATORS
David Thornhill, Vice President – Morrissey Goodale
Sarah Thornhill, Consultant – Morrissey Goodale

• • • • • • • • • • • •

PANEL 3
Investing in the Industry: A Private Equity Perspective
Petrus 1
This panel discussion will explore why the AE and environmental consulting industry are so attractive to Private Equity investors, explore what’s behind the over 120 Private Equity industry platform firms, why one quarter of the ENR Top 100 design firms have selected a capital structure that includes Private Equity, and what the next phase of Private Equity industry involvement looks like.

PANELISTS (TO BE ANNOUNCED)

MODERATOR
Jon Escobar, Principal – Morrissey Goodale

• • • • • • • • • • • •

PANEL 4
Sellers Share Their Stories
Petrus 2
During this interactive panel discussion recent sellers will share the lessons they learned in preparing for and moving through the firm sale process.

PANELISTS (TO BE ANNOUNCED)

MODERATOR
Nate Wentworth, CVA, CM&AA, Vice President – Morrissey Goodale

Networking Break
Mouton 2

Concurrent Let’s Get Down to Business Workshops

WORKSHOP 1 
Seven Ways to Increase Your Firm’s Value in Seven Months
Palmer 1
Learn the seven most impactful things you and your team can do to increase your firm’s value this year.

Your Let’s Get Down to Business coach:
Nate Wentworth, CVA, CM&AA, Vice President – Morrissey Goodale

• • • • • • • • • • • •

WORKSHOP 2
Strategy: Take time to work ON your business and not just IN your business
Palmer 2
Choose this workshop to learn (a) how to craft a plan to take your firm to the next level, and (b) the best practices to make your strategic plan a reality.

Your Let’s Get Down to Business coaches:
Rafael Barbosa, Director of Market Intelligence – Morrissey Goodale
Sarah Thornhill, Consultant – Morrissey Goodale

• • • • • • • • • • • •

WORKSHOP 3
Ownership Transition: Simple, not easy
St. Julien Boardroom
Ready to secure your firm’s independent legacy?  This hands-on workshop is for leaders who want to understand internal ownership transition. Your expert coach will guide you through a series of exercises to assess your firm’s readiness, map out next-gen leadership, and decide if an internal transfer is right for you.

Your Let’s Get Down to Business coach:
Allie Tepper, Principal Advisor – Morrissey Goodale

• • • • • • • • • • • •

WORKSHOP 4
AI for the AE CEO: Making AI a competitive advantage for your firm
Petrus 2
When you choose this workshop you’ll learn how to deploy AI and machine learning at your firm, internally and externally, for increased profits.

Your Let’s Get Down to Business coach:
Stafford Palmieri Sievert, Principal Advisor – Morrissey Goodale