The Post Oak Hotel at Uptown Houston
Presenters & Panelists
Nick Belitz, CVA
Principal, Morrissey Goodale
Nick specializes in merger and acquisition advisory for both sell‑side and buy‑side engagements, as well as valuation, financial advisory, and strategic business planning projects. Nick’s expertise lies in financial analysis, forecasting, and reporting, as well as deal structure and strategic business analysis. Previously, Nick worked as an analyst for Encana Oil & Gas. Prior to that, he developed and oversaw construction of light industrial projects in the Western United States while at Ascendant Development Corporation.
President & Chief Executive Officer, Woolpert
Scott is Woolpert’s President and CEO, and he represents company shareholders as the Chairman of Woolpert’s Board of Directors. He is responsible for setting Woolpert’s vision and strategy, developing and strengthening a strong, trust-built culture, achieving the firm’s long-term strategic goals, and making Woolpert a Great Place to work for all employees. In 1999, Scott began his tenure at Woolpert as a geospatial project phase manager in the Dayton office. Over the next two decades, he helped grow the firm’s business from the Denver and Chesapeake offices before taking the reins as the firm’s chief operating officer in 2014. In 2016, Scott accepted the position of President and CEO and returned to Woolpert’s Dayton headquarters where he launched his career.
George E. Christodoulo
Partner, Lawson & Weitzen, LLP
George E. Christodoulo is a corporate lawyer who has spent over forty years in private practice. He has extensive experience in providing legal services to a/e/c firms on a national basis, with an emphasis on ownership transition, mergers and acquisitions, fiduciary duties of directors, professional licensure and termination of principals. He has completed over 200 transactions among AEC firms in the US and Canada, representing both buyers and sellers.
Principal Consultant, Morrissey Goodale LLC
Brendon specializes in strategy and sell-side M&A engagements for our clients. He has also served in several executive leadership roles spanning across multiple industries including, finance, technology, compliance and energy.
Jon Escobar, CM&AA
Consultant, Morrissey Goodale LLC
Jon works with clients on both M&A and strategy engagements. He also provides support for business valuation services and market research in the AEC industry.
Managing Principal, Morrissey Goodale
For over twenty five years, Mick has been advising architecture, engineering, planning and environmental consulting firms. Prior to co-founding Morrissey Goodale LLC, Mick served as Director of Strategic Growth for PBS&J, one of the nation’s leading EA firms. For a decade before that he developed and led the premier management consulting business serving the AEP & Environmental Consulting industry. Mick speaks regularly on the topics of strategic planning, mergers and acquisitions, organization structure and leadership development and transition.
Chief Strategy Officer, Atlas
Jonathan is responsible for M&A strategy and execution for Atlas, a leading provider of professional testing, inspection, environmental, engineering and consulting services with more than 100 offices in 40 states and 3,500+ employees. Prior to joining Atlas, Jonathan served as Director of M&A and Integration for ATC Group Services. Over his career, Jonathan has served in a number of roles including M&A, integration, finance, operations and sales—almost exclusively with engineering and consulting firms. Jonathan holds a BBA from Louisiana State University and a MBA from the University of Texas.
Chief People Officer, CONSOR Engineers
Mindy drives the HR function at CONSOR Engineers including employee engagement programs, compensation and benefits, and talent acquisition and development in support of CONSOR’s continued growth, innovation, and productivity. She is passionate about building a culture that puts the needs of employees first and encourages entrepreneurial spirit and teamwork while working in tandem with senior leadership to streamline programs and processes and lay the foundation for continued growth. Mindy holds a BSBA and MBA and brings more than 25 years of operational experience in the engineering industry, including co-founding and serving as one of the primary principals for Structural Grace, Inc., a leading Arizona-based bridge design, construction management, and survey firm acquired by CONSOR in May 2019.
David M. Sullivan, Jr., CPA
Partner, DGC (DiCicco, Gulman & Company LLP)
David is a partner in the firm’s commercial business group and has approximately 30 years of experience providing audit and advisory services to closely-held and family-owned businesses in a variety of industries. David co-leads DGC’s Architecture & Engineering practice and represents firms across the country. He and his team have advised on over 100 M&A transactions of AE & environmental consulting firms.
Principal, Director of Mergers & Acquisitions, Terracon
In her role as Director of Mergers & Acquisitions for Terracon (ENR #22) – one of the most prolific and successful acquirers in the industry– Kristi has led the successful integration of dozens of mergers and acquisitions. Kristi is an experienced and accomplished HR and paralegal professional with designations from the Society for Human Resource Management (SHRM) and HR Certification Institute. Terracon is a 100 percent employee-owned consulting engineering firm specializing in environmental, facilities, geotechnical, and materials services with more than 4,000 employees and 140 offices nationwide.
Melvin G. Spinks, PE, CFM
President ACEC Houston, President CivilTech, a Woolpert Company
Melvin Spinks is recognized nationally as a subject matter technical expert in hydrology and hydraulics, economics and risk analysis. He has managed multi-million-dollar projects with the Texas Department of Transportation, Texas Water Development Board, Harris County Flood Control District, and U.S. Army Corps of Engineers. He has served as a testifying expert in district and federal courts including Hurricane Katrina Consolidated Litigation Case and other notable civil cases in the Texas Supreme Court. He is a Licensed Professional Engineer in Texas and Louisiana. He is also a National Certified Floodplain Manager through Texas Floodplain Management Association and The Association of State Floodplain Management Association.
Melvin holds leadership positions in professional and technical organizations including President of Houston Chapter of American Council of Engineering Companies (“ACEC”), Executive Advisory Board of Bayou Preservation Association (“BPA”), and a member of the American Society of Civil Engineers (“ASCE”) and Texas Floodplain Management Association (“TFMA”). He also served on the Business Development Board with Allegiance Bank.
Melvin has a Bachelor and Master Degree in Civil Engineering (Water Resources Engineering) from Texas A&M University in 1985 and 1987, respectively.
Melvin will share the story of how he and his team made the decision to sell CivilTech the firm he founded in 1997 to Woolpert last year and provide his outlook for the Houston market for A/E firms.
Your registration fee includes the welcome reception on October 21st, the full day of events and materials on October 22nd, as well as breakfast, lunch, and a post-conference cocktail reception.
Registration rates for industry vendors, consultants and advisors
Posted registration fees are exclusively for (a) principals and employees of A/E and environmental consulting firms and (b) principals and employees of private equity funds or family offices. Registration fees for industry vendors and consultants may be obtained by contacting our Events Director Corinne McCanse at [email protected].
“The speakers and the content were first class. Very informative and the time for networking allowed relationships to be formed aligning a path for successful M&A activity.”
Renee’ Duncan, Vice President, Regional Operations
Binkley & Barfield, Houston, TX (ENR #323)
“The information provided at this symposium are great for quick corporate decision making.”
Dustin O’Neal, President
Costello, Inc., Houston, TX
“Stellar symposium. A must attend event if you are planning or contemplating a M&A activity.”
Harold “JR” Reddish, President / CEO
S&B Infrastructure, Ltd., Houston, TX
"I found the presented content relevant, specific and supported by real data. I also found value in the real life stories of the afternoon panels. The one-day format and ample networking time was well done."
Dan Holte, Chief Development Officer
Braun Intertec Corporation (ENR #114)
"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, President and CEO
Alfred Benesch & Company (ENR #112)
“Great comprehensive look at M&A from both the buy and sell side.”
Jay Brader, Senior VP & CFO
LEO A DALY (ENR #93)
“One of the best seminars I have attended in regards to quality and quantity of useful information shared by experienced presenters and panelists.”
Craig H. Bowie, SVP & CAO
SSOE Group (ENR #127)
“The symposium was highly valuable with great information on trends, as well as good networking opportunities.”
Dan Huntington, Vice President – M&A
IMEG Corp. (ENR #77)
“One of the most educational programs for anyone considering M&A in their business.”
Ernesto Aguilar, CEO
Ardurra Group, Inc. (ENR #190)
"Very informative. Authoritative and experienced speakers. Great interactive sessions."
Dan Chandler, President, Managing Principal
OAC Services, Inc.
"The Symposium was a nice mix of technical presentation and data with the sharing of 3rd party company experiences with the M&A process."
Michael Bove, Principal
Affiliated Engineers (ENR #121)
What People Say
This symposium exceeded my expectations by not only including experts in the field of M&A, but by also including firms who shared all aspects of their merger or acquisition in panel sessions.Dawn Antonucci Dawn Antonucci, Vice President, Towill, Inc.I thought both the content of the seminar and the quality of the attendees was top-notch.John Kissinger President & CEO, GRAEF (ENR #366)
The Morrissey Goodale symposium was a thorough and detailed presentation into subject of M&A and the options available should an ownership transition be on the horizon. Time well spent from my perspective.Fraser Smith Principal and Co-founder, Mendenhall Smith Structural EngineersBest networking Event I have ever attended. All decision makers of the top firms in our industry.Jim Tull Chief Financial Officer, Crafton Tull (ENR #434)
I thoroughly enjoyed the symposium. It had just the right balance of presentations, panel discussions, and opportunities for networking. The hosts did an excellent job developing and delivering the program.Cortney Brand President/CEO, Leonard Rice EngineersThe symposium was a great opportunity for both the beginner and the veteran M&A professional in the A&E field to get updated on current trends, market activity and the specifics of the deal. I learned a lot.Dina Rochford Principal, Leighton (ENR #410)