The Post Oak Hotel at Uptown Houston
M&A Symposium Faculty
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.
Nick Belitz, CVA
Principal, Morrissey Goodale
Nick heads Morrissey Goodale’s merger and acquisition practice, and is also involved in the firm’s sell-side engagements, financial advisory, and strategic business planning projects. His expertise lies in financial analysis, forecasting, reporting, 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.
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.
David M. Sullivan, Jr., CPA
Partner, 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.
(more panelists to be added soon)
VP Strategy and Corporate Development, CONSOR Engineers
(Houston, TX) (ENR #134)
Erik recently joined CONSOR Engineers as Vice President of Strategy and Corporate Development. His primary responsibility is to lead the acquisition efforts as the company continues to pursue an aggressive growth strategy across the nation, but he is also intimately involved in all facets of post-merger integration as well. Formerly with Keystone Capital, the private equity sponsor behind CONSOR, Erik played an integral role in bringing together the four engineering firms that have joined forces to create CONSOR, which is now a full-service transportation engineering firm with 650+ employees operating in 25 states. Erik’s transition over to CONSOR full-time not only illustrates Keystone’s commitment to continue building CONSOR for the long-term, but also a recognition of the incredible growth opportunity that exists in this industry.
Gary W. Raba, D.Eng, PE
President, Raba Kistner Inc. (San Antonio, TX) (ENR #189)
In December 2018, Raba Kistner (San Antonio, TX)) (ENR # 189) joined with Australia’s Construction Sciences. Founded in 1968, Raba Kistner had grown to 500 employees and an iconic Texas design firm. Dr. Raba will discuss the firm’s journey to joining with Construction Sciences, the decision-making involved, lessons learned and the firm’s plans for the future.
Senior Vice President, CHA Consulting, Inc. (Albany, NY) (ENR #56)
Megan Robertson is CHA Consulting’s Chief Integration Officer for mergers & acquisitions. In this role she is responsible for ensuring a smooth integration process for acquired firms both operationally and culturally. She has led or had a major role in eight acquisitions. Megan is also Chief of Staff to the firm’s CEO In this role, she is an advisor and the right hand to the CEO on internal matters and oversees the IT, Facilities, and Travel groups.
Will Schnier, PE
VP, Chief Marketing Officer, WGI (West Palm Beach, FL) (ENR #224)
In January 2019, Will Schnier– then CEO of Austin-based BIG RED DOG— announced the sale of the firm to fast growing WGI. Having founded the firm in 2009, Will and his executive team had grown BIG RED DOG rapidly – and for them and their employees joining with WGI was a natural fit. The combined multi-disciplined firm has over 600 employees from Florida to Texas and up to Illinois. Will will discuss the decision-making behind the firm’s sale to WGI and share his thoughts on what it takes to sell your firm successfully and where WGI sees future growth opportunities.
Projects Director, BST Global
Eddie has spent the past 20 years focused on systems development, implementation and integration. Eddie joined BST Global in 2006 and has helped define BST’s project delivery methods focusing on efficient and predictable results for software implementation and system integration projects. In addition to Eddie’s project delivery oversight and leadership responsibilities, he often acts as a direct project manager on system and data integration projects supporting the success of corporate mergers for both acquired and acquiring firms.
Principal, Director of Mergers & Acquisitions, Terracon (Olathe, KS) (ENR #24)
In her roles with Terracon – 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.
Chris Young, PE
President/CEO, Alan Plummer Associates, Inc. (Fort Worth, TX)
In January 2019, Chris Young PE joined Alan Plummer Associates, Inc. (APAI) (Fort Worth, TX) as the firm’s president/CEO. One of the leading water engineering firms in Texas, APAI has multiple offices in the state and beyond. Chris and the leadership team of this employee-owned firm are committed to growing APAI and in early 2019 announced the acquisition of FEI Engineers (Greenwood Village, CO) to support this growth. Chris will speak to what it takes to make a successful acquisition as an employee owned firm.
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Stay informed about the latest additions to the 2019 Texas M&A Symposium – sign up for email updates, and you’ll receive announcements as we finalize the agenda and add speakers and panelists.
EARLY BIRD PRICING
Through September 23 ……… $895
After September 23 ………. $1095
ACEC TX members* thru Sept 23….. $795
after Sept 23….. $995
Contact ACEC TX for code.
Your registration fee includes the welcome reception on October 23rd, the full day of events and materials on October 24th, as well as breakfast, lunch, and a post-conference cocktail reception. Attendance is limited to 75 registrants.
“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 #117)
"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 #132)
“Great comprehensive look at M&A from both the buy and sell side.”
Jay Brader, Senior VP & CFO
LEO A DALY (ENR #78)
“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 #116)
“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 #104)
“One of the most educational programs for anyone considering M&A in their business.”
Ernesto Aguilar, CEO
Ardurra Group, Inc. (ENR #272)
"Very informative. Authoritative and experienced speakers. Great interactive sessions."
Dan Chandler, President, Managing Principal
OAC Services, Inc.
"Informative. Great buyer panel. Superior contacts."
Randall O’Dell, President
O’Dell Engineering, 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 #118)
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 #405)
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 #486)
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 #374)