June 13-14, 2018 • Hotel Nikko • San Francisco, CA
M&A Symposium Agenda
Check back here for additional agenda details and updates as we near the meeting date.
Wednesday, June 13
5:30 – 7:00 pm
Hotel Nikko, Peninsula Room, 25th floor
Thursday, June 14
7:00 – 8:00 am
Hotel Nikko, Carmel Room, 3rd floor
8:00 – 9:30 am
Overview of A/E M&A Trends and Pricing
Learn what’s driving M&A activity today. What are buyers looking for? What’s motivating sellers? How is consolidation playing out in the West? What’s the outlook for M&A in the U.S? What are the trends in pricing and where are valuations headed?
9:30 – 9:50 am
9:50 am – 10:50 am
How are deals being structured in today’s market? Gain insight into deal structuring best practices and how to understand the tax implications of different deal structures.
10:50 – 11:00 am
11:00 am – Noon
From letter of intent to purchase and sale, learn how to close a deal like a pro, whether you’re a buyer or seller.
Noon – 1:15 pm
1:15 – 2:15 pm
In this moderated panel, buyers discuss how they originate deals, analyze transactions, and integrate acquisitions successfully.
2:15 – 2:30 pm
2:30 – 3:30 pm
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.
3:30 – 3:45 pm
3:45 – 4:45 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.
4:45 – 5:00 pm
5:00 – 6:00 pm
Closing Cocktail Reception
Continue your deal-making and networking at the always-fun Morrissey Goodale post event cocktail reception.
Registration Fee ………. $1095
Your registration fee includes the welcome reception on June 13th, the full day of events and materials on June 14th, as well as breakfast, lunch, and a post-conference cocktail reception. Attendance is limited to 75 registrants.
“As an active buyer, the information presented by the Morrissey Goodale staff was invaluable data I can use today. A very productive event.”
President, Merrick & Company, ENR # 123
Greenwood Village, CO
“I really liked the specificity of the content and the market data they discussed was very credible and relevant to me as a firm acquirer. The networking was also very beneficial and they made it easy.”
Chief Development Officer, Braun Intertec, ENR #108
“An unparalleled event with a perfect balance of education and networking. The insight from experienced A/E buyers, sellers and a well rounded range of M&A transaction experts was invaluable”
Chief Financial Officer, Hastings + Chivetta Architects
"Well put on seminar and very informative."
President, T-O Engineers, Boise, ID
Read What Past Attendees Have to Say
- The whole seminar was great, and the best part was the terrific panel of experienced buyers (and even a seller) who graciously shared their lessons and stories. Their willingness to give us the real truth was invaluable.Gregg Ten Eyck President, Leonard Rice Engineers, Inc., Denver, COThe seminar delivered what it promised. Deep dive into the specific region, but also thorough overview of the entire M&A process. Excellent networking opportunities throughout the event were a bonus. Good investment for newbies and veterans alike.Rod Sommer CEO, LJB Inc.
- This is the first time that I have attended a regional M&A seminar for our industry. The regional information presented was uniquely valuable-well done gents!Glenn Fishler President & CEO, BSI EHS Services and Solutions, San Jose, CAExtremely 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., Long Beach, CAWhat 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
ENGINEERING REGISTERED CONTINUING EDUCATION PROGRAM
Earn 6.50 Professional Development Hours
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.