June 13-14, 2018 • Hotel Nikko • San Francisco, CA
M&A Symposium Faculty
Managing Principal, Morrissey Goodale
For over twenty five years, Mick has been advising architecture, engineering, planning and environmental consulting firms. Prior to co-founding Morrissey Goodale LLC, Mick served as Director of Strategic Growth for PBS&J, one of the nation’s leading EA firms. For a decade before that he developed and led the premier management consulting business serving the AEP & Environmental Consulting industry. Mick speaks regularly on the topics of strategic planning, mergers and acquisitions, organization structure and leadership development and transition.
David M. Sullivan, Jr., CPA
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.
George E. Christodoulo
Partner, Lawson & Weitzen, LLP
George E. Christodoulo is a corporate lawyer who has spent over thirty-five years in private practice. He has extensive experience in providing legal services to a/e/c 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 160 transactions among AEC firms in the US and Canada, representing both buyers and sellers.
M&A Symposium Panelists (more panelists to be added soon)
Managing Director, RPS Group
Mr. Howlett is Director of Strategic Growth at RPS North America. RPS North America has 4 business units; Ocean Science, Environmental Risk, Infrastructure, and Energy with offices across the U.S. and Canada. Mr. Howlett oversees organic growth, technology, branding and marketing and leads the corporate acquisitions and integration team.
Mr. Howlett was President/CEO of Applied Science Associates (ASA) and managed their successful acquisition by the RPS Group in 2011. Mr. Howlett has been responsible for offices in the UK, Brazil, Middle East, China, and Australia.
Brett Gough, CRIS
Partner, Ames & Gough
Brett is an equity partner of Ames & Gough. Brett specializes in serving the professional liability insurance and risk management needs of design firms across the county. Brett is active in various industry associations and is often asked to speak and write on professional liability insurance and risk management issues. He served and co-chaired the ACECMA Membership Committee for 16 years and currently serves on the ACECNY Legislative Committee and ACECIL Risk Management Committee.
Managing Partner, Keystone Capital
Scott co-founded Keystone Capital in 1994, serving as the CFO of the firm’s first portfolio company, Record Masters, from its founding through to its sale to Iron Mountain in 1997. Prior to Keystone, Scott was a member of the investment banking and corporate finance department at Kidder, Peabody & Company where he was actively involved initial public offerings, mergers and acquisitions, and corporate reorganizations. He also worked for Madison Dearborn Partners, Inc, a leading Chicago private equity firm.
Executive Vice President, Chief Administrative Officer, Terracon
Gayle joined Terracon in 2004 and was named the director of corporate services in 2008. In addition to managing the corporate services office, she facilitates Terracon’s acquisition program. Since 2005, Gayle has coordinated the acquisition and integration of over 40 companies with 100 new offices added to Terracon. Gayle is a member of the Executive Committee and also serves on the Board of Directors.
Projects Director, BST Global
Eddie has spent the past 20 years focused on systems development, implementation and integration. Eddie joined BST Global in 2006 and has helped define BST’s project delivery methods focusing on efficient and predictable results for software implementation and system integration projects. In addition to Eddie’s project delivery oversight and leadership responsibilities, he often acts as a direct project manager on system and data integration projects supporting the success of corporate mergers for both acquired and acquiring firms.
M&A Symposium Panel Moderators
Principal Consultant, Morrissey Goodale
Jeff leads strategy and M&A engagements forNorth American and overseas clients. He has over 30 years’ experience in sales and operations within the consulting engineering and construction industry. Prior to joining Morrissey Goodale, Jeff was Director of Strategic Growth and Development for KCI Technologies (ENR # 77). He was responsible for firm-wide strategic growth initiatives, including long range and annual corporate, business unit and regional business planning. He also oversaw the firm’s M&A program.
Be the first to know.
Stay informed about the latest additions to the 2018 Western States M&A Symposium – sign up for email updates, and you’ll receive announcements as we finalize the agenda and add speakers and panelists.
EARLY BIRD PRICING
Through May 11 ………. $895
After May 11 ……………. $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.
"The material presented was so informative and in-depth that it made me think more about our situation and where we are headed. That made attending the Symposium all the more valuable."
President, Aqua Engineering, Fort Collins, CO
“I thought both the content of the seminar and the quality of the attendees was top-notch.”
President & CEO, GRAEF, ENR #386
“The overview of the A/E merger and acquisition market as well as the deal pricing information was excellent.”
President and CEO, Wade-Trim Group, Inc., ENR #224
“Great event, detailed information, great guest speakers and overall high value ROI.”
CSO, Wenck, ENR #362
“If you are in the market as either a buyer or seller, you need to attend this!”
Gary W. Raba
CEO, Raba Kistner Inc., ENR #251
“Program was incredibly informative and full of good information. The social portions of the event were unexpectedly helpful as well.”
President, Mid Pacific Engineering, Inc., West Sacramento, CA
“I was happy to be able to
attend and brush up on my M&A knowledge. Mick and his team did a great job presenting in a collaborative and enjoyable way. Thanks.”
President and CEO, Harris Group, Seattle, WA,
“Great comprehensive look at M&A from both the buy and sell side.”
Senior VP & CFO, LEO A DALY, Omaha, NE, ENR #84
“Stellar symposium. A must attend event if you are planning or contemplating a M&A activity.”
Harold “JR” Reddish
President / CEO, S&B Infrastructure, Ltd., ENR #33
“One of the best seminars I have attended in regards to quality and quantity of useful information shared by experienced presenters and panelists.”
Craig H. Bowie
SVP & CAO, SSOE Group, ENR #119
What People 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