January 24-25, 2018 • InterContinental Miami • Miami, Florida
M&A Symposium Agenda
Morrissey Goodale M&A symposia agendas are packed with relevant in-depth information for A/E leadership teams interested in a sale or merger. The Southeast States M&A Symposium panel discussions and open forums focus on interests in Florida, Georgia, North and South Caroline, Alabama, Tennessee or Mississippi.
Check back here for additional agenda details and updates as we near the meeting date.
Wednesday, January 24
5:30 – 7:30 pm
Welcome Reception on the Bay View Lawn
Thursday, January 25
7:00 – 8:00 am
8:00 – 8:05 am
8:05 – 9:15 am
Overview of A/E Mergers and Acquisitions
What are the national trends and what are the drivers? What’s happening in the Southeast? What is the outlook for industry consolidation nationally and in the Southeast?
9:15 – 10:20 am
Learn what the current market environment is for deals and deal pricing. What’s a reasonable price to expect for your firm? What firms are selling for premiums? How are buyers pricing, structuring and paying for deals?
10:20 – 10:40 am
10:40 am – Noon
M&A Legal and Corporate Considerations
What are the terms of a typical employment agreement? What’s a section 338(h) election and how will it affect me as a seller? What are the tax implications of an asset sale compared to a stock sale? Hear from deal structuring experts on what to be prepared for, how the rules are changing and how to protect yourself.
Noon – 1:15 pm
1:20 – 1:50 pm
1:50 – 2:00 pm
2:00 – 3:15 pm
M&A Best Practices
Understand best practices in terms of preparing for a transaction – both as a buyer and a seller, negotiating through the deal, and successful integration post transaction.
3:15 – 3:35 pm
3:35 – 4:45 pm
A moderated four person panel including representatives from two acquirers and two principals from Southeast firms who have recently sold. Hear directly from buyers on what they looking for, how they view and manage deal risks and how they integrate firms. Hear from sellers on what they learned through the firm sale process, what advice they have for potential sellers, what they would have done differently, and what life is like after the deal is done.
4:45 – 5:00 pm
Open Discussion and Q&A
This open forum provides the opportunity to ask questions of all of the Symposium speakers and panelists.
5:00 – 6:00 pm
Closing Cocktail Reception
Continue your deal-making and networking at the always-fun Morrissey Goodale post event cocktail reception.
EARLY BIRD PRICING
Through December 20 ………. $795
After December 20 ……………. $995
Your registration fee includes the welcome reception on January 24th, the full day of events and materials on January 25th, as well as breakfast, lunch, and a post-conference cocktail reception. Attendance is limited to 75 registrants.
“The material was so in-depth, so informative, that it made me think more in-depth about our situation and where we are headed.”
President & CEO, GRAEF
What People Say
Insightful, current market information and great networking event.Rick Wilcox VP Strategic Development, Atwell-Group, LLCExtremely informative event that helped to develop a comprehensive understanding of the M&A activity and process specifically for AE firms.Christopher Chivetta President, Hastings+Chivetta Architects
An especially unique event that features industry leaders who have a proven track record of success through M&A.Talin Espinoza SVP of Strategic Growth, Twining, Inc.What a knowledgeable team of presenters. Great content and very helpful in providing the framework to pursue M&A activities.Laura Knight Director, Finance & Accounting, CPP Incorporated
The Western States Symposium gave us direct access to experts to help us better understand the value of our firm and the most effective divestiture strategyHenry Pontarelli Vice President, Lisa Wise ConsultingThis 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 Executive Vice President/Principal, Towill, Inc.
Morrissey Goodale has met the standards and requirements of the Registered Continuing Education Program. Credit earned on completion of this program will be reported to RCEP. Certificates of Completion will be issued to all participants. Complaints regarding registered providers may be sent to RCEP at www.RCEP.net.