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

Breakfast

8:00 – 8:05 am

Welcome

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

Deal Pricing

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

Break

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

Lunch

1:20 – 1:50 pm

Guest Speaker

1:50 – 2:00 pm

Break

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

Break

3:35 – 4:45 pm

Deal-Maker Panel

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 pm

Adjourn

5:00 – 6:00 pm

Closing Cocktail Reception

Continue your deal-making and networking at the always-fun Morrissey Goodale post event cocktail reception.

REGISTER NOW & SAVE $200!

Southeast States M&A Symposium
Jan 24-25, 2018
EARLY BIRD PRICING

Through December 20 ………. $795

After December 20 ……………. $995

Register Now

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.”

John Kissinger
President & CEO, GRAEF

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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.