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

Welcome Reception

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

Networking Break

9:50 am – 10:50 am

Deal Structuring

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

Networking Break

11:00 am – Noon

Deal Closing

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

Buyer Panel

In this moderated panel, buyers discuss how they originate deals, analyze transactions, and integrate acquisitions successfully.

2:15 – 2:30 pm

Networking Break

2:30 – 3:30 pm

Seller Panel

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

Networking Break

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.


Western States M&A Symposium
June 13-14, 2018

Registration Fee ………. $1095

Register Now

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.”

Christopher Sherry,
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.”

Dan Holte
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”

Joe Voss
Chief Financial Officer, Hastings + Chivetta Architects

"Well put on seminar and very informative."

William Russell
President, T-O Engineers, Boise, ID


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.