ACECMorrissey Goodale
1/2-Day Pre-Conference Workshop
October 25, 2017  /  1-4pm  /  JW Marriott, Austin, TX
Ownership Transition and M&A Workshop

In this fast-paced workshop Nick and Jeff will guide you through the ownership options that are available for firms in our industry today and the pros and cons of each. They’ll lead you through how to successfully transition or sell your firm. Then you’ll hear their top 10 dos and don’ts for successful internal or external ownership transition.

Agenda
Wednesday, October 25
1:00 - 2:00 PM Description of firm ownership transition options
2:00 - 3:00 PM How to successfully transition internally or sell your firm
3:00 - 4:00 PM Top 10 internal ownership and firm sale dos and don'ts
Register Today

PRE-CONFERENCE WORKSHOPS

Register for your choice of a 1/2-day workshop:

Wednesday, October 25
JW Marriott
Room 208, 213, Level 2
1-4pm

Ownership Transition and M&A Workshop >

OR

Strategy and Strategic Planning Workshop >

ACEC Texas member
using code ............ $295.

(Contact ACEC TX for code)

Non ACEC Texas
member ................ $395.

Presenter

Dr. Robin Autenrieth

 




Nick Belitz
Principal Consultant
Morrissey Goodale


Nick specializes in merger and acquisition advisory for both sell-side and buy-side engagements, as well as valuation, financial advisory, and strategic business planning projects. His expertise lies in financial analysis, forecasting, and reporting, as well as deal structure and strategic business analysis.

Nick has worked within and for the AEC industry since the start of his career and has held a number of roles. Before joining Morrissey Goodale, he was an analyst for Encana Oil & Gas, where he assessed the company’s historical natural gas production relative to its capital expenditures and human capital resources and forecasted future capital requirements. Nick also worked as a project manager for commercial and residential developers, in which roles he was responsible for the overall financial performance and customer satisfaction of each of his projects. With Ascendant Development Corporation, Nick oversaw the development and construction of light industrial projects in the Western United States with a total capitalization of $72 million. He also provided regular analysis and forecasting of the financial performance of each project and communicated that information to the company’s investor groups.

Prior to working at Ascendant, Nick was a project manager with Toll Brothers, the luxury homebuilder, in the Denver area. At Toll Brothers, he oversaw developments representing $40 million in revenue while working with engineers, architects, and construction teams to build three high-end residential communities. Finally, Nick began his career at ZweigWhite in the Boston area, where he specialized in strategic business planning, merger and acquisition, and financial advisory projects for design firms and construction companies.

Nick received his Master of Business Administration degree from the University of Southern California in 2006 and graduated cum laude from Boston College in 2000. Nick also holds the Certified Valuation Analyst (“CVA”) designation conferred by the National Association of Certified Valuation Analysts.

Dr. Robin Autenrieth

 




Jeff Lookup
Principal Consultant
Morrissey Goodale


Jeff leads strategy and M&A engagements for North American and overseas clients. He has over 30 years’ experience in sales and operations within the consulting engineering and construction industry.

Before joining Morrissey Goodale, Jeff was Director of Strategic Growth and Development for KCI Technologies (ENR #75). In that capacity, he was responsible for firm-wide strategic growth initiatives, including all long-range and annual corporate, business unit, and regional business planning. He also oversaw the firm’s M&A program. During his tenure, the firm grew top-line revenue an average of 15% per year by expanding into new markets through organic growth and acquisition. Jeff personally initiated acquisitions of six firms and led their integration in the Mid-Atlantic, Southeast, and Texas. He was also responsible for establishing several new offices as part of KCI’s corporate growth strategy.

Prior to his time at KCI, Jeff was Chief Operating Officer at Erdman Anthony, one of the top design firms in the US.

Jeff currently serves on the Boards of several national and local professional and civic organizations. He has been featured at many AEC seminars and conferences, presenting on the topics of Strategy and M&A.

Jeff completed the Chief Marketing Officer and Competitive Strategy Programs at Northwestern University Kellogg School of Management, received a certificate in Business Management from St. John Fisher College, and earned a Bachelor of Science degree in Civil and Environmental Engineering from Clarkson University.