The Post Oak Hotel at Uptown Houston

Symposium Speakers and Panelists

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Opening Remarks

Mick Morrissey

Managing Principal, Morrissey Goodale

For the past 28 years, Mick has been advising AE & Environmental firm leadership teams on strategy, M&A and industry disruption. Prior to co-founding Morrissey Goodale, Mick was Director of Strategic Growth for PBS&J.

Mick received an MBA from the Carroll School of Management at Boston College in 1994 and a BS in Civil Engineering from University College Dublin in 1986. He is a graduate of Belvedere College in Dublin, Ireland.

2022 M&A Trends Speaker

Jon Escobar, CM&AA

Vice President, Morrissey Goodale

Jon leads Morrissey Goodale’s full-service buy-side practice. He and his team help clients navigate every facet of the buy-side process -from identifying, connecting and building relationships with potential M&A candidates, to the exchange of confidential information, to providing valuation and deal structuring advice, and from due diligence through integration. Jon earned his Bachelors degree in Economics and Psychology from the College of the Holy Cross in Worcester, MA. He holds the Certified Merger and Acquisition Advisor (“CM&AA”) designation from the Alliance of Merger & Acquisition Advisors.

Innovation – from concept to market

PANELISTS

Javier A. Baldor

Chief Executive Officer
BST Global, Tampa, FL
www.bstglobal.com

Javier is Chief Executive Officer and a Principal Shareholder of BST Global. Javier leads a global team of professionals responsible for the market introduction of BST Global’s business software products and cloud solutions. Javier is also instrumental in crafting and implementing the company’s business strategy, overall vision and mission with the BST Global leadership team.

Javier joined BST Global in 1989 and has served in various capacities during his tenure. In 1999, Javier was the primary catalyst in establishing a global vision for BST Global, and since that time, the company has flourished from its roots as a North American-centric business to a prosperous and vibrant global software organization. Today, with the steadfast support of fellow senior leadership and committed professionals globally, BST Global operates across an international network of offices and has clients leveraging BST Global’s solutions in 65 countries on six continents. Javier holds a Bachelor of Science in Business Management from the University of Tampa in Tampa, Florida.

Veronica V. Waite

Technical Sales Consultant
Walter P Moore Technology, Houston, TX (ENR #147)
www.wpmtechnology.com

In her role as a Technical Sales Consultant at Walter P Moore, Veronica serves as the liaison and key point of contact for WPM Technology clients. Her focus is enabling the AEC industry with IT strategic and Managed Services, Software Development & Virtual Reality, Veronica has been in the AEC industry for over a decade specializing in assisting architects, engineers, and construction firms by growing their productivity, efficiency, and accuracy in Building Information Modeling (BIM) projects.
Veronica has a pending Bachelor of Science degree in Technology Leadership and Innovation Management from the University of Houston. She is a member of The Association of Technology, Management, and Applied Engineering (ATMAE).

Rex White

Director, Commercial Innovation & Strategy
AECOM, Tampa, FL (ENR #2)
www.aecom.com

Rex is a proven business leader with more than a decade of experience at the intersection of innovation, technology, and the built environment. He is currently the Director of Commercial Innovation & Strategy at AECOM, where he leads large, cross-functional teams in support of the identification, development, and scaling of new and innovative business concepts. Previously, he was a founding member of the AECOM Ventures team, responsible for driving collaborative innovation and digital transformation across AECOM’s global footprint.

Prior to AECOM, Rex worked at Truist Securities (formerly SunTrust Robinson Humphrey), a full-service corporate and investment bank delivering a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions.

A graduate of Georgia Tech, Rex earned his Bachelor of Science degree in Civil Engineering as well as a master’s degree in Analytics. He completed his MBA at the UCLA Anderson School of Management.

MODERATOR

Stafford Palmieri

Principal Consultant, Morrissey Goodale

In addition to being a Principal Consultant with Morrissey Goodale, Stafford is the CEO of Fabius Labs, a product strategy and software development agency that provides strategy, design, engineering and data science services. Previously, she founded and was President of Palmieri Partners, a strategy consultancy. Prior to that, Stafford led business development operations for the Americas Design Consulting Services (DCS) business of AECOM, a global Fortune 500 AEC firm. In that capacity, she developed and led support for DCS’ sales teams including the development and execution of sales training, strategic marketing analytics, and performance management metrics. She also led a global redesign for its internal Customer Relationship Management (CRM) system to improve data quality and adoption and the development of a Master Data Management (MDM) strategy for key data.

Previously, she served as Commissioner of Administration for the State of Louisiana, the state’s chief financial and administrative officer. Amongst other things, the Commissioner oversees the state’s capital outlay process and sits on the state’s Bond Commission, which approves tax-exempt bond sales to fund state infrastructure projects. She was recognized as a Forbes 30 Under 30 awardee in 2016 as the youngest Commissioner ever appointed at the age of 29.

Stafford started her career at the Thomas B. Fordham Institute. She received her BA from Yale University and MBA at the Wharton School at the University of Pennsylvania.

Advancing Women in AE Networking Hour

Gen Oraa

Partner
CohnReznick, New York, NY
www.cohnreznick.com

Gen is a partner with CohnReznick Transactions and Turnaround Advisory, who specializes in providing clients with transaction advisory services. Gen has led and executed due diligence for over 120 merger and acquisition transactions for strategic and private equity buyers and sellers. She has advised middle market clients on M&A transactions with purchase price ranging from $10 million to over $700 million.

Gen has worked on transactions in various industries, including professional services, industrial/manufacturing, government contractors, aerospace and defense, distribution/logistics, corporate housing, media/online advertising, education, textile, retail, life science and health services, and business/staffing services. In addition to financial due diligence, she advised clients on transactions involving letter of interest, net working capital peg, purchase agreements, purchase price adjustments, debt and debt-like items, closing statements and other related assistance.

Prior to joining CohnReznick, Gen served in the transaction advisory services teams of BDO, KPMG, and Grant Thornton in the US. Her professional career began at Arthur Andersen, Philippines (now Ernst and Young), as an auditor and later worked on finance, accounting, and internal audit at a small conglomerate.

Tricia Washington

Vice President, 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.

2022 M&A Valuations and Deal Prices Speaker

Nick Belitz, CVA

Principal, Morrissey Goodale

Nick heads Morrissey Goodale’s Advisory business. He and his team have successfully completed over 300 engagements – involving recapitalizations, acquisitions, firm sales, mergers and internal transitions. Nick’s expertise lies in financial analysis, forecasting, reporting, deal structure and strategic business analysis. Previously, Nick worked Encana Oil & Gas and Ascendant Development Corporation.

Strategy for the modern AE and environmental firm

PANELISTS

Gregory A. Kelly, P.E

President and Chief Executive Officer
STV, Douglassville, PA (ENR #35)
www.stvinc.com

Gregory A. Kelly, P.E., is STV’s president and chief executive officer. In this role, Mr. Kelly is responsible for guiding the firm toward achieving its short- and long-term strategic goals with an emphasis on performance, business development, technology, and human capital.

Prior to joining STV, Mr. Kelly was the chief executive officer of a leading provider of asphalt products, aggregates, and construction services in the Midwest. Before this role, he was president and chief executive officer of a leading engineering professional services firm, where he led a team of nearly 10,000 planners, engineers, scientists, and construction and program managers, undertaking major infrastructure projects for governments, public agencies, and private companies, worldwide.

An active member of the industry, Mr. Kelly has been elected to the National Academy of Construction, and The Moles, as well as the Construction Industry Round Table. He has received many accolades throughout his career, including the 2019 American Consulting Engineer Council’s Chair Emeritus Award, the 2017 Beverly Willis Foundation Award, the 2017 New York Building Congress Industry Recognition Award, the 2014 Engineering Excellence Award (Eagle Award) from the New Jersey Alliance for Action, Engineer of the Year by North Jersey Branch of the American Society of Civil Engineers, New Principal of the Year by the New York Association of Civil Engineers, and the ACE Mentor of the Year.

Mr. Kelly received a Bachelor of Science degree from Temple University and a master’s degree in civil engineering from the New Jersey Institute of Technology. He is a registered professional engineer in multiple states.

Monica Silver

President
CobbFendley, Houston, TX (ENR #184)
www.cobbfendley.com

Ms. Silver serves as President of Cobb, Fendley & Associates, Inc. (CobbFendley) where she leads a four-person Board of Directors and is instrumental in the strategic vision and direction of the 600-employee, 21-office firm that has grown organically over 42 years and is consistently ranked as a ‘Best Firm to Work For’, ‘ENR 500 Top Firm’ and ‘Zweig White Hot Firm’ based on annual revenue growth.

Ms. Silver is a Professional Engineer and class of 91’ graduate of Texas A&M University who has spent her civil engineering, project management and senior leadership career at CobbFendley. Prior to being named President, Monica served as Region Manager for Utility Engineering and Coordination, Subsurface Utility Engineering (SUE), Telecommunications, Gas Pipelines, Power Delivery and Surveying. With more than 30 years of engineering experience, she provided project management and engineering design on a variety of projects for various clients, including government agencies, municipalities, management districts, TxDOT, Counties, Toll Road Authorities; pipeline distribution and transmission operators; telecommunication, wireless and broadband service providers; and developers. Ms. Silver has managed and prepared construction plans, permits, traffic control plans, conflict assessments, utility corridor planning, utility reimbursement agreements and has overseen placement of utility infrastructure in the field. She has extensive knowledge of Federal and State Utility, Transportation and Government codes, regulations and rules, Utility Owner Codes and design specifications: and right-of-way policies and procedures.

Monica’s commitment to the engineering industry includes active participation with the Texas Society of Professional Engineers (TSPE) for more than 20 years.  She has served as president, vice president, secretary, scholarship coordinator, chapter director and treasurer in the Greater Houston Chapter of TSPE and has served as the State Chair of the Legislative and Governmental Affairs Committee and Chair of the Public Relations Committee. She is on the Board of Directors and currently serves as President-Elect of the Houston Chapter of the American Council of Engineering Companies. She is a graduate of Leadership Houston Class XXII. In addition, Monica served on the Texas A&M University Civil Engineering Advisory Council and continues to give back to students in STEM fields through mentoring and community involvement. Monica currently lives on the northwest side of Houston with her husband and has served the community as a member of the Board of Directors at St Pius X since 2013.

Timothy B. Wall

Chairman & CEO
CDM Smith, Boston, MA (ENR #23)
www.cdmsmith.com

Timothy B. Wall, CDM Smith Chairman and Chief Executive Officer, has more than 30 years of experience working in and leading multiple market-focused business units. Beginning his career journey at the firm as a co-op student, he quickly rose through the ranks to enterprise management. From 2013 through 2017, Tim served as the firm’s President and Chief Operating Officer, directing the operations. In 2018, he became Chairman and CEO responsible for the strategic direction and execution of the $1.3 billion global engineering and construction firm. Prior to that, he led the firm’s Federal Services Group through a period of rapid sales and growth.

Tim holds a bachelor’s degree in civil engineering technology from Wentworth Institute of Technology, a master’s degree in environmental engineering from Tufts University and an MBA from Boston College.

MODERATORS

Karen Erger

Senior Vice President & Director of Practice Risk Management
Lockton, Kansas City, MO
www.global.lockton.com

In her role as Director of Practice Risk Management, Karen provides risk management education and resources to Lockton’s architecture, engineering and construction clients. Drawing upon her background as a construction lawyer in private practice and as a Claim Supervisor for a major professional liability insurance carrier, Karen develops and delivers risk management workshops and seminars that help Lockton’s clients manage the risk inherent in professional practice. She is a popular speaker on topics related to practice management, risk assessment and mitigation, and professional ethics, and is a prolific author of white papers and articles on risk management. She graduated from the University of Chicago Phi Beta Kappa at the age of 20 with a degree in Politics, Economics, Rhetoric and Law and earned her law degree from the University of Chicago Law School.

Mark Goodale

Principal, Morrissey Goodale

Mark has served the AE industry for over 20 years in just about every management consulting capacity that exists. Throughout his professional career, Mark has continually honed his unique sixth sense for helping industry executives deal with some of the thorniest issues the business world can dish out. He is as adept as anyone in the business in creating trusting bonds with his clients—bonds that allow him to, as his clients say, “read their minds.” His specialty is helping industry executives break down communication barriers, overcome fears, and resolve the seemingly unresolvable.

Buyers Best Practices – from deal sourcing to integration

PANELISTS

Andra Kidd

Chief Growth and Strategy Officer
Verdantas, Dublin, OH (ENR #195)
www.verdantas.com

Andra Kidd is the Chief Growth and Strategy Officer at Verdantas, a private equity-backed environmental and engineering consulting company focused on developing and supporting a people-focused culture. Andra leads the business transformations critical to sustained success in organic and inorganic growth. She brings over 25 years of leadership, management, and marketing experience with multi-national environmental firms leading divisional P&L and Business Development programs. Previously, she was the Chief Operating Officer at Verdantas, where she integrated 5 acquisitions into one operating company, setting up all new systems and processes for the company. As the former Director of Operations for ERM in North America, she had operational and P&L responsibility for 6 Business Units with over 2,000 in headcount during the height of the COVID pandemic. She has held previous roles in HDR Engineering as Associate Vice President, Market Sector Leader, Client Development Leader, and technical group leader positions through her career. Andra has a Bachelor of Science in Public and Environmental Affairs from Indiana University and a Master of Science in Environmental Science from Alaska Pacific University.

Bret Tushaus

Vice President, Product Management
Deltek, Waukesa, WI
www.deltek.com

Bret Tushaus has been with Deltek since September 2010 as a Product Director focusing on Deltek’s Vision ERP platform. His mission was to find ways for the Vision product to continue to meet the changing needs of customers. His commitment to that mission paved the way to a leadership role for not only the Vision but also the Maconomy, Ajera, People Planner, PIM, WorkBook, TrafficLIVE, ConceptShare and Avitru product management teams. In 2014, Bret was made a Vice President within the Product Strategy organization at Deltek.

Chris Young

President & CEO
Plummer Associates, Fort Worth, TX (ENR #410)
www.plummer.com

Chris Young is the CEO of Plummer Associates, a Water focused engineering firm with offices across Texas, Colorado, Oklahoma and Florida, and he has served in this capacity for the last 5 years. Prior to joining Plummer, Mr. Young worked for an ENR Top 20 water-focused firm for 2 decades in various leadership roles. Mr. Young has a Bachelor of Science in Civil Engineering from Louisiana State University and a Master of Business Administration from Southeastern Louisiana University.  Mr. Young is a Licensed Professional Civil Engineer in Texas and Louisiana, and has 28 years of experience in the A/E Industry. Mr. Young is active in several industry groups, including an Executive Roundtable for mid-sized employee-owned A/E firms, and the Water Environment Federation. Outside of work, he and his wife serve as committee chairs for Richardson Area Young Life, and are actively involved in their church.  Mr. Young resides in Dallas with his wife, and is the proud father of 4 college and young-adult aged children.

MODERATORS

Tricia Washington 

Vice President, Morrissey Goodale
View Tricia’s bio

Gen Oraa

Partner
CohnReznick, New York, NY
View Gen’s bio

Sellers Best Practices Panel

PANELISTS Additional panelists to be announced soon

J.J. Roohms

President, CP&Y, Inc.

In September of last 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.

MODERATOR

Nate Wentworth, FMVA, CM&AA

Consultant, Morrissey Goodale

Nate specializes in sell-side mergers and acquisitions advisory and has supported valuation and ownership transition engagements for over five years. He graduated Cum Laude with his Bachelor of Science in Finance and Accounting with a concentration in Finance from Bridgewater State University in Massachusetts.

500 Club Panelists and Moderator

PANELISTS

George E. Christodoulo

Partner
Lawson & Weitzen, LLP
www.lawson-weitzen.com

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 AEC 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 300 transactions among AEC firms in the US and Canada, representing both buyers and sellers.

Brendon Cussio

Vice President, Morrissey Goodale

Brendon leads Morrissey Goodale’s full-service sell-side practice. He and his team lead confidential firm sale engagements helping clients find the right buyers or investors for their firm and negotiating successful transactions on their behalf. He and his team have advised on over 100 transactions from coast to coast ranging in size from $5 to over $100 million.

Brendon has also served in several executive leadership roles spanning across multiple industries including, finance, technology, compliance and energy. He received his MBA in Finance from California Lutheran University and BS in Business Administration from California State University Channel Islands.

David M. Sullivan, Jr., CPA

Partner
DGC (DiCicco, Gulman & Company LLP)
www.dgccpa.com

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.

MODERATOR

Mick Morrissey 

Managing Principal, Morrissey Goodale
View Mick’s bio

REGISTER NOW

Texas and Southern States
M&A, Strategy, and Innovation Symposium
October 11-12, 2022
PRICING

Registration fee ………. $1,695

Your registration fee includes the October 11th networking lunch, cocktail reception, and the full day of events and materials on October 12th, as well as breakfast, lunch, and a post-symposium cocktail reception.

Register Now

Discounted rates are available for ACEC TX, ACECL, and ACECA members. For the special discount code*, please contact your ACEC chapter:
TEXAS – Michael Hancock
LOUISIANA – Janet Tomeny
ARKANSAS – Angie Cooper
NEW MEXICO – Dawn Tibbetts
*Discount codes may not be combined with any others.

Registration rates for industry vendors, consultants and advisors

Posted registration fees are exclusively for (a) principals and employees of AE 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 Corinne McCanse, Director of Events, Education, and Sponsorship, at [email protected].

“Concise and well prepared M&A advice and data provided by top level communicators and a very open discussions atmosphere where real life experiences are shared between industry leaders. Great personal interaction.”

Rafael Valero, President
TYPSA, Madrid, Spain

“The San Francisco event was the third Morrissey Goodale symposium I have attended. The topics are always pertinent to running our firm efficiently and the preparation by the MG staff is in depth. These are fantastic learning events for buyers and sellers. The networking time and after hours gatherings are excellent.”

Karl Knapp, Director Land Division Colorado
Westwood Professional Services (ENR #109)

“Really concise and practical advice on trends, as well as insight from both sides of the M&A coin. Extremely worthwhile for both new players and seasoned executives, a tricky sweet spot to find. Well done!”

Michael Farrell, SVP, Civil and Field Services
Ulteig (ENR #124)

"The Morrissey Goodale team did a wonderful job conducting this symposium. I highly recommend it!"

Thomas Stonebruner, CEO
TKDA (ENR #279)

"Very informative"

Jim Welp, Senior Vice President
Black & Veatch (ENR #16)

“Morrissey Goodale’s symposium exceeded my expectations. The quality of expertise on the panels was fantastic – great to hear from senior, experienced leaders in our industry on the lessons they have learnt on their respective journeys. The subject matter was always relevant and insightful. Having travelled from overseas, it was also great to meet a large number of senior executives willing to share their thoughts on the opportunities and challenges facing our sector.”

Richard Hancy, Executive Leader – Global
Tonkin + Taylor

“Some things stay the same in the M&A world, but a lot continues to evolve. I really appreciated the insight on our current industry M&A market. Also taking a few minutes to discuss that it looks like moving forward. We have never been in a market like today. The Morrissey Goodale Team really helps us keep in check with where it is going. I always walk away with some new ideas to apply to our strategic plan moving forward. Thanks all!”

Ken Hanifan, Vice President
Westwood Professional Services (ENR #109)