The Post Oak Hotel at Uptown Houston
Presenters & Panelists
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
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
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.
Jack P. Miller, P.E.
President, R.G. Miller Engineers
Jack Miller is the leader of R.G. Miller Engineers, Inc., a Houston-based civil engineering firm providing a wide range of infrastructure services to both public and private sector clients in Texas. On June 30 of this year, R.G. Miller announced its partnership with DCCM, a provider of design, consulting, and program and construction management professional services focusing on infrastructure marketplaces. DCCM is backed by White Wolf Capital, an investment firm based in Miami, FL. Jack has more than 35 years of professional civil engineering experience in planning and design, construction management, project management, coordination of master-planned land development projects, utility district projects, roadway facilities, public utilities and major capital improvement projects. Jack will continue to lead R.G. Miller as part of DCCM.
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.
Principal Advisor, Morrissey Goodale
Stafford specializes in market research, strategic planning and business development operations. She works with and advises architecture, engineering and construction firms on optimal market positioning, best practice executive-level strategic planning and sales/business development process optimization to improve ROI for non-billable time spent on these activities. Prior to working with Morrissey Goodale, Stafford led business development operations for the Americas Design Consulting Services (DCS) business of AECOM, a global Fortune 500 AEC firm.
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.
Dan Pollock CFA, CPA
Corporate Development/M&A Lead, SAM
Dan Pollock joined SAM in early 2018 to lead SAM’s corporate development and M&A operations. At SAM, Dan’s focus is on collaborating with executive members of management to develop and execute the firm’s corporate development strategy by identifying both organic and M&A growth opportunities. Dan joined SAM while completing his MBA at the McCombs School of Business at the University of Texas in Austin, where he concentrated in finance and strategy, graduating with honors. Dan received his Bachelor of Science degree in Accounting from St. John Fisher College. He is a CFA® charterholder and is a licensed Certified Public Accountant (CPA) in the state of Texas.
President, CP&Y, Inc.
In September of this year, CP&Y announced its intention to join STV, a diversified professional services firm serving a range of markets across the country. Prior to announcing the transaction, James J. Roohms, also known as J.J., joined CP&Y in 1994 as a roadway engineer and quickly rose through the ranks to Production Manager in 1996 and later became the Dallas/Fort Worth Transportation Department Manager. He continued to play an integral role in the Transportation practice over the next several years. In 1999, he moved to Austin to help build the Transportation practice and became the youngest Principal in CP&Y’s history when he was promoted to Vice President and Director of the Austin office in 2005. Just over two years later, J.J. took the reins of the entire CP&Y Transportation practice. In his current role as President, J.J. provides oversight of the firm’s management decisions and growth plan.
Melvin G. Spinks, PE, CFM
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. 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.
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.
Principal Consultant, Morrissey Goodale
Tricia Washington has over 25 years of experience as a market research & marketing communications professional working with hundreds of companies covering a broad spectrum of B2B professional service industries including AEC, leadership development, technology, management consulting, and financial services. Prior to joining Morrissey Goodale, Tricia worked as a consultant designing and executing marketing and business development solutions for AEC 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)