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
Eoin Howlett is Director of Strategic Growth at RPS North America spearheading the firm’s M&A activities in the US. RPS Group is a 5000 person, publicly-traded global consulting engineering firm headquartered in the U.K. The firm has grown through multiple global acquisitions including over ten in the U.S. Mr. Howlett oversees organic growth, technology, branding and marketing and leads the corporate acquisitions and integration team and has been responsible for offices in the UK, Brazil, Middle East, China, and Australia. Eoin was President/CEO of Applied Science Associates (ASA) and managed their successful acquisition by the RPS Group in 2011.
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.
Johnny Johnson, PE
CEO, RailPros, Inc.
Johnny is the CEO of RailPros, an engineering and safety services company dedicated to the railroad industry. Johnny started RailPros, Inc. in partnership with Eric Hankinson in 2000 and has continuously expanded the business. They marketed and sold the company in early 2017 to Bow River Capital Partners in Denver. That partnership continues the aggressive organic and strategic growth pattern and sees a great runway in the future. In January of 2018, RailPros acquired competitor firm Roadway Worker Training, LLC which brought a new geographic hub as well as a training division to the RailPros platform. RailPros is in acquisition mode and is actively looking for new businesses to acquire.
Ann McCormick, PE
Vice President, Newcomb | Anderson | McCormick – A Willdan Company
Ann McCormick has been an active member of the energy efficiency community in Northern California for over 25 years. She was a founding principal of Newcomb Anderson McCormick (NAM), a San Francisco based energy engineering and management consulting firm which was recently acquired by Willdan. Ms. McCormick serves as President on the Public Utilities Board overseeing Alameda Municipal Power and serves on the Board of Directors of the California Energy Efficiency Industry Council. She holds a MS in Mechanical Engineering from the University of Wisconsin- Madison and a BSME from Michigan State University. She is a Registered Mechanical Engineer and a LEED Accredited Professional.
Executive Vice President, Chief Administrative Officer, Terracon
Gayle joined Terracon in 2004 as an attorney. She is now an executive vice president and the chief administrative officer, a position she has held since January 2012. In addition to managing the corporate services office, she facilitates Terracon’s acquisition program, which has coordinated the acquisition and integration of over 50 companies with over 100 new offices added to Terracon. Gayle is a member of the Executive Committee and also serves on the Board of Directors.
Executive Vice President, General Counsel, CHA Consulting, Inc.
Michael has more than 20 years of experience at CHA and since 2000 has been actively involved in mergers and acquisitions including both buy side and sell side transactions. In 2008, he managed a recapitalization of the firm with private equity firm Long Point Capital. Michael also managed the sale of CHA’s Middle East operations in 2012 and its wastewater operations in 2015. Since 2012, he has guided CHA through six acquisitions doubling the size of the firm to nearly $300 million in revenue and more than 1,000 employees.
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.
Cathy Simon, FAIA, LEED AP
Owner Cathy Simon, FAIA Architecture and Urbanism
Cathy’s 48-year career has focused on transformative design at all scales. She is best known professionally for her adaptive reuse and urban design projects, many of which are in the Bay area. Cathy was one of five founding partners of the influential pioneering female-owned firm SMWM (Simon Martin-Vegue Winkelstein Moris), based in San Francisco. She and Martin-Vengue spent more than 18 years “building one of the nations largest women-owned firms.” In 2008, Cathy and her partners sold SMWM to Perkins + Will.
M&A Symposium Panel Moderators
Principal, Morrissey Goodale
Mark is a co-founder of Morrissey Goodale. His breadth of experience includes strategic planning, Lean operational strategies, mergers & acquisitions, marketing, and executive search. He is a trusted advisor and coach to dozens of industry executives. Before helping to establish Morrissey Goodale, Mark was the Corporate Strategic Marketing Manager at PBS&J (now a part of Atkins) where he was charged with improving and implementing progressive corporate initiatives geared to position the firm for successful, large-scale client pursuits.
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.
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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.
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.
"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
I thought both the content of the seminar and the quality of the attendees was top-notch.John Kissinger President & CEO, GRAEFI enjoyed the symposium. The discussions on best practices and current trends was very timely information for us.Marsh Lavenue President & CEO, INTERA
The Morrissey Goodale symposium was a thorough and detailed presentation into subject of M&A and the options available should an ownership transition be on the horizon. Time well spent from my perspective.Fraser Smith Principal and Co-founder, Mendenhall Smith Structural EngineersBest networking Event I have ever attended. All decision makers of the top firms in our industry.Jim Tull Chief Financial Officer, Crafton Tull
I thoroughly enjoyed the symposium. It had just the right balance of presentations, panel discussions, and opportunities for networking. The hosts did an excellent job developing and delivering the program.Courtney Brand President/CEO, Leonard Rice EngineersThe symposium was a great opportunity for both the beginner and the veteran M&A professional in the A&E field to get updated on current trends, market activity and the specifics of the deal. I learned a lot.Dina Rochford Principal, Leighton